Manage your donations and pledges

MySchool helps to manage donations from campaigns or ad hoc gifts. Need to issue receipts or send thank you emails, the donations page is an easy solution to help keep everything in one place.

What permissions do your donation admin team need?

Donation teams should be able to see the whole school community to be able to fully utilise the module. In most instances, view and edit donor profile tab rights are associated with donation management. Campaign management, donor management and configuration items are also associated with this.

The ability to publish receipts is independent. Can view donation receipts controls access to the My Donations header available to all users. 

Publish is a separate permission to create Controls the majority of access including donor profile tabs View receipts will add the menu header 'My Donations' to the appropriate user group.

Donation received

If you are running a campaign or just collecting ad hoc payments, donations are added from both list view pages. Fill out the details and save the donation. The benefit of the donation list view is that it will show all donations. Use the filters by clicking on the arrows, or right-click to reorganise columns.

This will record the donation, and all you have to do now is publish and issue a receipt.

Publishing and receipts

Select the donation to be published by checking the box to the left of the donor's name. After selecting publish from the options on the buttons in the bottom right corner. This will publish the receipt, and it will no longer be available for editing. You can unpublish if needed. Once published the donation will be given an #ID number. When printing the receipts you are given options. Choose the campaign and the date ranges for the donations. You can issue receipts per donor, per campaign, or group donations per donor. 

Once published the details are added to the donation list. if the donation has been categorised as a charity gift, then this will be noted against the ID.