Managing and Adding Offline Donations

Organizations that are subscribed to the Essentials or Accelerate plan have the ability to account for offline donations on the platform through the "Offline Donations" section on their dashboard. You access this area by selecting "Reports" > "Offline Donations."

To add an offline donation, select "Add offline donation" or select the + icon on the dashboard next to "Offline donations."

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 offline 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 offline donation reporting. Text limit is 255 characters.

Please note, if you would like your offline donation to show on your organization profile page and your page metrics are set to begin calculating on a particular day, be sure the date entered for the offline gift is after the calculation start date. We suggest listing the actual gift date in the Notes section. This way the donation will be displayed on your page and the gift information will be held in your donations reports.

If you would like to add multiple offline donations you can speed up the process by importing the offline donations. You can do this through the Accelerate Plan. 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.