How do I enter a new donor?

Entering a New Donor

  1. Find to the Fundraising module on the navigation bar.

  2. In the Records folder select Donor—Individual
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  3. Click the New Donor button

  4. Select an existing contact from the database or Create a new contact and click Save.

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5.If this is a New Contact, enter all of the available information. Your contacts will automatically be updated. You are now ready to enter donations.