Donation management - Adding donations

Collect donations from your donors. Monetary, volunteering, or gifts are accepted in the MySchool donations module. Users can submit online payments via their portals using Stripe Connect, or the donations team can add these to donors on the donation management view.

Donations can also be added directly to users' profiles from the donations tab.

Monetary donations

If you have the tuition module activated, you can apply the pre-existing payment methods to the donation management module. If you do not have access to the module, the onboarding team will help configure this for you.

Stripe Connect is needed to allow donors to pay online.

Open the donor or directly from the donations list view, and use Create new donation. Select the appropriate donor and campaign. The three types are shown. When the monetary type is selected, more options will appear.

Enter the amount, and the donor will receive an automated email thanking them. They can also download a receipt via the My Donations menu header. These templates and the receipt can be customised from the configuration panel.

Don't forget to personalise these with [[replacement tags]]. 

Gift in kind

Gifts are received only via the administration view. Open the donations slider, enter a donor and campaign. Choose the type to be a gift, and further options will appear.

Gift types are system-based and not configurable per system.

An amount is mandatory, and an automated email and donation receipt will be issued.

Volunteering

Donors can also offer their time as a donation. The donation will be logged, but no receipt will be issued. 

The donor will receive an automated email thanking them for their offer. This email can be adapted in the configuration panel.

Donations in memoriam & anonymous

It is possible to classify a donation as 'in memoriam', choose the slider, and you can enter the name, relationship and a personal note. The donation can also be tagged as anonymous.