Add New Donation to an Appeal
Gulfaran
19 steps
2 minutes
Mygiving
1
Navigate to [https://www.mygiving.online/dashboard](https://www.mygiving.online/dashboard)
Add the donor if they do not already exist
This section is for creating a donor if you have donor details to go with the donation and the donor does not already exist under the church record. Otherwise you can skip this section
2
Click "View and edit donors"
3
Click "Add New"
4
Fill in the donor details and Click "Select Charity..." to choose the Diocese the Church is under for the appeal
5
Click "Select Charity or Branches" to select the Church(es) to record the donor under for the appeal(s) they have donated to
6
You can select one or more church to save having to enter the details again should the same donor donate to multiple churches
7
Fill in the address and reference field. The username and password section is optional
8
Click save.
Record the donation
9
Click "Events"
10
Select the relevant appeal from the left hand side
11
Click "Pledged Donations"
12
Click "Add Gift"
13
By default you will need to select a donor to record the donation against. There is a default donor against every church you can use. Alternatively, there are two other options when recording a donation. "Is Aggregate" can be used where you have multiple donations from donors for which you have the details for and can claim gift aid but rather than entering each donors details you want to record it as a lump sum.
14
"Is Anonymous" is for donations you do not have the donor details for and can potentially claim GASDS on
15
Using the default option you would need to select the donor otherwise this option is greyed out
16
Click "Select Associated Contact..." to attach the donation to the speaker
17
Click here to give the date you expect to receive the donation
18
Click here to record the date you have received the donation. If you haven't yet received the donation you can leave this blank and come back to the pledged donation section to edit the donation and add the date at a later date.
19
Select the relevant options for the amount, purpose and method. Envelope is optional and then click save.
Add New Donation to an Appeal
Gulfaran
19 steps
2 minutes
Mygiving
1
Navigate to [https://www.mygiving.online/dashboard](https://www.mygiving.online/dashboard)
Add the donor if they do not already exist
This section is for creating a donor if you have donor details to go with the donation and the donor does not already exist under the church record. Otherwise you can skip this section
2
Click "View and edit donors"
3
Click "Add New"
4
Fill in the donor details and Click "Select Charity..." to choose the Diocese the Church is under for the appeal
5
Click "Select Charity or Branches" to select the Church(es) to record the donor under for the appeal(s) they have donated to
6
You can select one or more church to save having to enter the details again should the same donor donate to multiple churches
7
Fill in the address and reference field. The username and password section is optional
8
Click save.
Record the donation
9
Click "Events"
10
Select the relevant appeal from the left hand side
11
Click "Pledged Donations"
12
Click "Add Gift"
13
By default you will need to select a donor to record the donation against. There is a default donor against every church you can use. Alternatively, there are two other options when recording a donation. "Is Aggregate" can be used where you have multiple donations from donors for which you have the details for and can claim gift aid but rather than entering each donors details you want to record it as a lump sum.
14
"Is Anonymous" is for donations you do not have the donor details for and can potentially claim GASDS on
15
Using the default option you would need to select the donor otherwise this option is greyed out
16
Click "Select Associated Contact..." to attach the donation to the speaker
17
Click here to give the date you expect to receive the donation
18
Click here to record the date you have received the donation. If you haven't yet received the donation you can leave this blank and come back to the pledged donation section to edit the donation and add the date at a later date.
19
Select the relevant options for the amount, purpose and method. Envelope is optional and then click save.
