• Adding an online donation form
• Manually recording a donation
• Viewing donations
• Modifying a donation
• Refunding a donation
• Deleting a donation
• Tracking donation changes
• Donation reports
• Managing multiple donation types
• Recurring donations
• Managing pledges
• Creating personal fundraiser pages
You can set up your Wild Apricot site to accept donations, so visitors to your site can provide financial support to your organization. Donations can be made through a donation form on your site or recorded manually by administrators.
Donations do not generate invoices in Wild Apricot. Instead, donations are only recorded when the payment is received. For this reason, donations do not affect contact balance and are not settled.
Once a donation is processed, it can be modified, deleted, or refunded. You can view a list of donations by date or by donor, and export the donations records to a spreadsheet.
You cannot import donation records from another source into Wild Apricot.
Adding an online donation form
Donation forms – like other site content – are inserted as gadgets, in this case, a donation form gadget.
You can choose the donation fields you want displayed on the donation form as part of the settings for the donation form gadget. One of your donation fields is the Amount field, a system field that cannot be renamed, deleted, or excluded from the donation form.
If the visitor viewing the donation form is not logged in, common fields will appear on the form as well. You can choose the common fields you want to appear on the form as part of the donation form gadget settings, but you cannot exclude the Email field.
Common fields that are set to administrator-only access will not appear.
You can create custom donation fields to allocate a donation to a specific fund or fundraising campaign, or collect information on your donors. Also, you can set the Amount field to accept any amount and/or predefined amounts. For more information on setting up and using donation forms, see Donation form gadget.
To enable online donations, you need to set up online payments.
To track the success of your fundraising efforts, you can add a donation goal gadget to a page on your site. The donation goal gadget displays a progress bar that measures progress towards your financial goal. Within the donation goal gadget's settings, you set the goal.
You can embed a Wild Apricot donation form into another website using widgets.
Manually recording a donation
Administrators can manually record a donation received from a contact, whether the payment was made by cash, cheque, credit card, PayPal, or any other tender method.
For instructions on setting up a donation page so visitors to your site can make a donation online, see Donation form gadget.
To manually record a donation, follow these steps:
- Go to the Donations module.
- Click the Record donation button.
- From the Add Donation screen that appears, click the Select existing contact button and select the contact who made the donation.
- Enter the amount of the donation.
- Select the date of the donation.
- Optionally, choose a tender method – the way in which the donation payment was received.
- Enter any comments or notes regarding the donation.
- Complete any custom donation fields that were added to the donation form.
- Click the Save button.
The donation has now been recorded, and the details of the donation are now displayed. The following options are available from the donation details screen:
- Preview & print
Print the donation receipt.
- Donation receipt
Email the donation receipt. A donation receipt is not sent automatically when you manually record a donation. You can customize the email message before sending it.
Modify the donation details. See below for more information on modifying donations.
Refund the donation. See below for more information on refunding donations.
Delete the donation. See beeow for more information on deleting donations.
A confirmation email is not sent to the donor when a donation is added manually.
You can display a list of individual donations, a list of donors, or all the individual donations for a particular donor.
Viewing individual donations
To display a list of individual donations, click the Donations menu. From the Donation module, you'll see a list of donations in chronological order.
The list includes donations made through a donation form on your website and donations recorded manually by an administrator. Multiple donations by the same donor are recorded separately.
For each donation, the following information is displayed:
Date of the donation, plus payment details for online payments or any internal notes recorded by the administrator.
Donation receipt number.
Donor's name and email.
How the donation payment was made. See Payment tenders.
The amount of the donation.
To view the details of a particular donation, click it within the list.
The following options are available from the donation list:
- Record donation
Manually record a donation.
- Export to Excel
Export the list as a spreadsheet to Excel.
- Export to QuickBooks
Export the list to QuickBooks.
- Donations report
Generate a graphical summary of your donations. See Donation reports (below).
You can filter the donations list in a number of different ways. You can:
- Select or specify a date filter
- Selecting a filter from the Filter drop-down
- Type text to be matched in the Search field
After selecting or entering a date range, click the Apply button to apply the range.
The following filters are available from the Filters dropdown:
- Online payment
Donations submitted online, excluding those recorded manually.
- Attention required
Donations that are likely abandoned. You may wish to delete these donations using the instructions below.
- In progress
Donations that were initiated but not completed, typically because of payment issues (e.g. client card client, no response from payment processor, etc.)
Donations that were refunded.
Donations made using a particular tender method.
- Donation fields
Any custom donation field of the dropdown or radio buttons type.
If you select Tender or a donation field as the filter, you can select a specific value from the second Filter by dropdown.
To display a list of donors, click the Donors option under the Donations menu.
Note that this is your contacts list filtered using the with Donations filter.
You can perform a keyword search to search for specific donors within the list. You can export this list to a spreadsheet or use it as the basis for an email blast. Clicking a donor within the list will take you to their contact record.
Displaying a contact's donation history
To view a list of all donations made by a particular contact, go to the contact's contact record and click the Donations tab.
To record another donation for this contact, click the Record donation button.
To view the details of a particular donation, click it within the list. From the donation details screen, you can modify, refund, or delete the donation.
Modifying a donation
To modify a donation, click the donation within the list then click either Edit button.
For each donation, you can change the donation amount, date, and tender, as well as any comments or values entered into custom donation fields.
Refunding a donation
Refunding a donation is just like refunding any payment.
Recording a refund through Wild Apricot doesn't actually return the donation to the donor – it only makes a record of it in the system. To return an online refund, you need to do it from your payment gateway.
To refund a donation, click the donation within the list then click either Refund button.
On the donation screen, you can enter the amount and date of the refund, and the tender – the method by which the refund was issued. You can issue a full or partial refund.
After you click Save, the refund details screen appears. From here, you can print or email a refund note. Refund notes are not automatically emailed when you refund a donation.
Fully refunded donations will still appear in the contact's donation history. You can click the entry within the donation history to view the details of the original donation. An entry for the refund itself will appear on the Payments & refunds screen within the Finances module.
Deleting a donation
Deleting a donation erases the donation record.
To delete a donation, click the donation within the list then click the Delete button.
The deleted donation will no longer appear in the contact's donation history.
Tracking donation changes
Any and all changes to donation records – additions, modifications, deletions, and refunds – are automatically recorded in the audit log.
You can filter the audit log to display just donation changes by selecting the Donations filter.
From the Finances module, you can display a graphical summary of your donations.
To generate a donations report, click the Donations option under the Donations menu then click the Donations report button.
Alternatively, you can access this report by selecting the Reports option under the Finances menu.
The donations report shows a graphical breakdown of all donations by payment tender.
You can filter the report by date, and by online vs offline payments, and group the results by tender, or by any donation field of the dropdown or radio buttons type.
Managing multiple donation types
Your organization might want to distinguish between different kinds of donations, or direct donations towards different funds.
For example, you might be soliciting donations for both a maintenance fund and an expansion fund. To manage multiple donation types, follow these steps:
- Set up a donation field to distinguish between the donation types. The field should be a required field, and should be a drop-down, radio buttons or multiple choice field, with the choices being the different donation types.
- Add a donation gadget to a page, and add a content gadget instructing your donors to select the donation type.
- To keep track of the fundraising progress for each donation type, add separate donation goal gadgets and point the Include in Collected setting to the appropriate donation type field value.
- To keep track of the amounts raised for the different donation types, you can go to your donations list and export the list to an Excel spreadsheet. Within Excel, you can sort the spreadsheet by the donation type field value.
Currently, Wild Apricot does not support recurring donations. As a workaround, you could create a dedicated membership level for donations, and enable recurring payments for that membership level.
There is currently no way to properly track pledges in Wild Apricot. However, a workaround is available.
A donation is treated like payment received, without any accompanying invoice. Once you record a donation, it's considered received in full at that point.
One workaround you can use to record a pledge:
- Create manual invoices and use them to track pledges.
- Once the pledge payment is received, record it as usual, then settle it to the previously created pledge invoice.
The downside of this approach is that these invoices and payments will not be included under donations in reporting but will be reported separately under payments.
Creating personal fundraiser pages
Some organizations have multiple fundraisers raising money at the same time – working on separate projects or in competition with each other on the same project. In this case, you might want to create separate personal pages showing how much each fundraiser has raised.
To set up personalized fundraiser pages, follow these steps:
Step 1: Customize the donation fields
Suppose we have 3 fundraisers. Create a new donation field with a field type of Radio buttons – listing the names of the 3 fundraisers – and set it to be a required field.
To customize your donation fields, hover over the Donations menu and select the Donation fields option.
Step 2: Customize the fundraiser pages
- Add 3 new web pages, one for each fundraiser.
- Add a donation goal gadget to each fundraiser page.
- Modify the donation gadget settings to only count donations for that particular fundraiser.
- Use a content gadget to add text, links, or images above and/or below the donation goal gadget.
Using the donation form
When your donors complete the donation form, they would select the appropriate fundraiser name: