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How to Create an Offline Donation for an Impact Giving Campaign
How to Create an Offline Donation for an Impact Giving Campaign

How to Handle Offline Donations for Your Campaign such as Matching Gifts, Cash, and Checks

Whit Hunter avatar
Written by Whit Hunter
Updated over a week ago

1. From the dashboard head to Donation Campaigns.

2. Click Manage on the Impact Giving campaign.

3. Then, click Donors in the left sidebar.

4. Click Create an Offline Donation along the top bar.

5. Select the impact item from the dropdown menu and adjust the quantity of the item.

6. Next, you can either enter a new donor or choose from a list of existing donors. For a new donor input their firs name, last name and optionally their email address.

7. For an existing donor you can search for their record by name. Simply type their name in the search bar and select the donor. Of note, if there is more than one record please choose the one with the checkmark. This indicates the record is associated with a verified user account.

8. Next, you can choose to sent the donor an email receipt by clicking the box. Lastly, click Save.

Done! You have successfully added an offline donation to your Impact Giving campaign.


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You can also check out the video below for a step-by-step guide:

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