Donation Overview

All the details of this donation can be viewed on this page.  This includes donation, payment information, acknowledgement, receipt, tribute, and soft-credit details.

To edit any of the information related to this donation, click the Edit Donation button in the upper right corner.  To delete the donation, click the Delete Donation button in the upper right corner.  Note: A deleted donation can not be recovered.  Delete with caution.

The Donation Overview section includes the date the donation was given and also the amount of the donation.  If the tax-deductible amount of the donation is different from the donation amount, then the tax-deductible amount can be entered for receipting purposes.  This is often used when a portion of the donation is given toward goods or services received by the donor.  The anonymous checkbox can also be used to indicate to those within your organization that the donor does not wish their identity to be known.

The Donation Information section includes relevant fields related to the “marketing” data of the donation.  This includes fields like:

• Campaign - what strategic effort was responsible for this donation?
• Appeal - what tactical effort was responsible for this donation?
• Designation - where should this donation be directed?
• Solicitor - who was responsible for prompting this donation?
• Event - what event prompted this donation?
• Fund - what monetary fund should this donation be included?

The Payment Details section includes information related to the specific payment method.  Depending on the payment method (cash, credit card, online payment, etc.) the additional fields may vary to collect the relevant information for the selected payment method.  Note: sensitive credit card information (except the last 4 digits) should NOT be stored within the Donor Management for others to see.

The Soft Credit section is where you can view, add, or delete soft-credit information.  A soft-credit is used to give “non-legal” or “non-receiptable” credit to another constituent for a donation.  For instance, if a donor gives through a directed fund, the directed fund would be issued the receipt, but the donor would receive a soft-credit for the gift.  You can click the Add Soft Credit link to add a soft-credit to another constituent.  Click the View Details link next to the soft-credit to edit the soft-credit information.  When viewing the details, click the Delete button to delete this soft-credit.

The Acknowledgement section contains the information related to how the donation was or will be acknowledged.  If you’ve already acknowledged the donation, choose “Enter acknowledgment information” and provide the date and the method the donation was acknowledged.  If you plan on acknowledging the donation at a later time, choose “Acknowledge later” and if you want Panorama Donor Management to handle the acknowledgment process through the mailing process, choose “Add to ‘Thank You Letters’ mailing list”.

If a receipt should be sent, check the Send Receipt checkbox.  Most donations should be received in a timely fashion.

You can also indicate if the donation was given in honor or memory of someone or something in the Tribute Information section.