Opening or creating a new donation opens the Donation dialog to view, modify or enter details of a donation.
When the Check-in Module's Offering field is used to track an amount given by a member, a Donation record is created for the member and fund. When a Donation record is opened that was automatically created, a message will be displayed (as shown in the screen capture below).
| • | Member Name - person who made the donation. |
| • | Amount - the total money donated. |
| • | Received - defaults to the current club date but can be changed. |
| • | Club Year - filled in automatically. Verify that it is correct or make changes if needed. |
| • | Note - any additional information to track for the donation. |
Awards
When creating a new donation, an award can be assigned to the member as follows:
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This feature is especially useful for participation in Adopt-a-Club.
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For existing donations, use the Awards Module to add a donation award or edit details of the donation award.
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| • | Awards earned for this Donation - select the award from the drop-down list. Awards previously earned are shown at the bottom of the dialog to aid award selection. |
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If the correct award is not available in the drop-down list, open the desired award item in the Inventory Module and click on the Club Usage tab. Select This item is a donation-related Award under Use this item as a choice in any AWARD related drop-down list.
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| • | Award Received - when Yes, enter the Date Received. |
Actions
| • | Save and Close - saves the record and closes the dialog. |
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If additional donations need to be created, instead of clicking Save and Close, use either New Donation Same Member or Same Donation New Member as mentioned below.
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| • | Cancel and Close - exits without creating a new record or saving changes to an existing one. |
| • | New Donation Same Member - saves the donation then selects the same Member Name to begin entering another donation. |
| • | Same Donation New Member - saves the donation and leaves all of the donation information the same, except for the Member Name, which is left blank. Select the Member Name and edit any of the fields as needed. |
