Recording Donations

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 secure online payments

• ACH/Bank Transfer: Direct bank transfers through secure online payments

• 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

1. Navigate to Donor Hub → Donations
2. Click "Add Donation"
3. Search for or create the donor
4. Enter the donation amount
5. Select the donation date (can be backdated)
6. Choose the payment method
7. Assign to a fund or campaign (optional)
8. Add any notes or designations
9. Choose whether to send a receipt automatically
10. Click "Save"

Batch Entry

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

• Use batch entry to record several gifts at once
• Import donations from a spreadsheet 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