How to match a donation to an Organization?

A person or an organization can be a donor. When a donor is an organization, they will need to indicate in the donor form that they are an organization by check-marking the box next to “Institutional Donation”. The donor can suggest the name of the organization but only administrators are able to add the organization’s name into the Helpful Village database if it is not already in the database. 

Here, you will learn how the administrator needs to take one more additional step when an organization has made a donation by matching the donor to their organization. 

Step 1: To review which donors need to be matched to the appropriate organization, go to the Donations Payment List to review all the donations that have been made: ADMIN → Settings → Reports → General. Then scroll down to the bottom of the page and select "Donations"

Step 3: If you see a warning sign next to a donor, this means that the donor is an organization but the organization’s name has not yet been matched to this donor. To do this click on View.

Step 4: Click on Edit Donation

Step 5: In the organization search box enter the name of the organization. If there are 0 search results, you will need to add the organization to the database. To do this, click on New Organization.

Step 6: To add the new organization to the database, fill in the fields and click SAVE.

Step 7: You can now go back to the list of donations, find the donor in question and select Edit this donation. You will be taken back to the Organization search box. Type the name of the organization you entered into the database and then click on "Select this Organization".

When you now go back to the List of Donations you will see that the warning sign has been removed. This means you have successfully matched the donor to their organization.

Sending a Receipt to the Donor 

You can prepare a receipt and send it to the organization donor. Go back to the List of Donations page, next to the appropriate donor select View. This opens the Donations details page. Below click on "Prepare Receipt".

The email message will be displayed. You can choose an email template for your receipt or write a new message. We have provided one for you to make things simpler and faster for you.

Check out this live demo: https://support.helpfulvillage.com/hc/en-us/articles/5665359200151-Live-demo-Prepare-receipt-of-a-donation-Thank-you-for-your-donation-template