Managing and Adding Offline Donations

Organizations have the ability to account for offline donations on the platform through the "Donation Report" section on their dashboard. You access this area by selecting "Reports" > "Donations." 

Please note, if you are participating in a specific Giving Day, this feature may be turned off. Review your Giving Day resources or FAQs to confirm.

To add an individual offline donation, select "Add offline donation" in the right hand corner of the donation report: 

When adding an offline donation, you will be able to enter key information such as the donors name, email address, the source (ie. cash, check, corporate, match, etc.), and notes about the donation. The information provided will be viewable in the downloaded donations report. 

Please note, donation receipts are not provided for offline donations as the donation was not processed through the platform. 

The External Tracking Id is an optional value that can be provided to assist in reconciling and tracking your offline donations with other internal systems. This can be a string of any characters or text and will be included on your donation reporting. Text limit is 255 characters.

If you would like to add multiple offline donations you can speed up the process by importing the offline donations. You learn how to import offline donations here.

At the top of your Offline Donations Report, you can search for a particular offline donation by Date, Campaign Type, or Donor Name.

Once you have entered an offline donation, you cannot go back and edit the donation. If you need to make any changes to an offline donation, you will need to delete the offline donation and create a new one.

To delete an offline donation, select the tool icon next to the corresponding donation:

If you would like to review more detailed information on these donations, click the download icon to export this information into an excel sheet.