How do I manage donations?

The Donations area gives your finance team one accurate view of what came in, what is recurring, and how giving is configured, instead of reconciling a processor report against a spreadsheet. That visibility makes counting, deposits, and year-end statements far less manual and easier to audit. Use it during weekly financial review, when a donor asks about a gift, or when you need to adjust how giving is set up.

Start at More > Admin Tools, then open Donations. The required permission may be needed before this tile appears.

Admin Tools

Steps

1. Tap More in the bottom navigation.
2. Tap Admin Tools under Administration.
3. Tap Financial, then tap Donations. You can also enter Donations in Search Admin Tools.
4. Choose donation settings, history, or recurring donations.
5. Open the needed record, make the permitted change, then save.

If the tile or an action is missing, ask a network administrator to review your permissions.