Recording Donations

Alignmint's Donations Manager makes it easy to record, track, and report on all types of charitable gifts. Every donation is automatically linked to the donor's profile and creates the appropriate accounting entries.

Supported Gift Types

Cash: Currency donations received in person
Check: With check number tracking for reconciliation
Credit Card: Processed through Stripe integration
ACH/Bank Transfer: Direct bank transfers via Stripe
Wire Transfer: For larger gifts
Stock/Securities: Track ticker symbol, shares, and fair market value
In-Kind Donations: Non-cash gifts with fair market value
Cryptocurrency: Bitcoin, Ethereum, and other digital assets
Pledges: Promised future gifts with payment schedules
Matching Gifts: Corporate matching contributions

Recording a Donation

Navigate to Donor Hub → Donations
Click "Add Donation"
Search for or create the donor
Enter the donation amount
Select the donation date (can be backdated)
Choose the payment method
Assign to a fund or campaign (optional)
Add any notes or designations
Choose whether to send a receipt automatically
Click "Save"

Batch Entry

For processing multiple donations at once (like after an event or mail campaign):

Use the batch entry screen for rapid data entry
Import donations from a CSV file
Process check deposits with automatic donation creation

Split Donations

A single donation can be split across multiple funds or designations:

Allocate percentages or fixed amounts to different funds
Track donor-designated restrictions
Generate accurate fund-specific reports

Automatic Accounting

When you record a donation, Alignmint automatically:

Creates the journal entry (Debit Cash, Credit Revenue)
Updates the donor's giving history
Applies to the correct fund based on restrictions
Queues the donation receipt (if enabled)
Updates dashboard metrics and reports

Editing & Voiding

Edit: Unposted donations can be freely edited
Void: Posted donations must be voided (creates reversing entry)
Refund: Process refunds with automatic accounting