How to Add a Contribution?
To add a contribution, follow the below steps.
1. On the Contribution List page, click New M360 - Contribution.
The M360 - Contribution form is displayed.
2. Enter or select the required values in the fields. For more details, please refer to the following sections.
3. Once all the fields are filled out, click Save.
The contribution is added to the list.
Note: You can update or view the contribution details by clicking Edit/ View in the desired row.
Primary Information
The Primary Information section within the Contribution form allows you to configure the essential data to set up the contribution.
Please refer to the following table for field names and their descriptions.
Note: All the fields with an asterisk (*) are mandatory.
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Field
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Description
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CUSTOM FORM
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Preferred options available to customize the Contribution form
By default, the M360-Contribution Form is selected.
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CONSTITUENT
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Individual or organization contributing to the fundraising
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CONTRIBUTION TYPE
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Type of contribution to which this fundraising belongs
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AMOUNT
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Total value of the contribution
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RECURRENCE
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Recurring schedule to repeat the contribution
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RECUR UNTIL
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Last date for a recurring contribution
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RECURRING PAYMENT
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Amount to be contributed on recurring contribution plan
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INACTIVE
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Whether to disable this contribution
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Opportunity
The Opportunity section with the Contributions form allows you to configure the opportunities for this contribution.
Please refer to the following table for field names and their descriptions.
Note: All the fields with an asterisk (*) are mandatory.
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Field
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Description
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OPPORTUNITY STAGE
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Phase of the associated opportunity for this contribution
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OPPORTUNITY DATE
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Date when the associated opportunity was created
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EXPECTED CLOSE
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Date when the associated opportunity is expected to close
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FORECAST TYPE
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Classification of opportunity based on its potential to close
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PROJECT TOTAL
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Total projected value of the associated opportunity
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WEIGHTED TOTAL
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Total value of the associated opportunity adjusted by the probability of closing the contribution
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PROBABILITY
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Percentage chance that the opportunity will be successfully closed
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OPPORTUNITY MEMO
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Preliminary quote outlining the potential contribution to the associated opportunity
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OPPORTUNITY
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Associated opportunity for this contribution
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ESTIMATE
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Preliminary quote outlining the potential contribution for the associated opportunity
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Contribution
The Contribution section within the Contributions form allows you to set up the necessary details for this contribution.
Please refer to the following table for field names and their descriptions:
Note: All the fields with an asterisk (*) are mandatory.
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Field
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Description
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CONTRIBUTION DATE
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Date when the contribution is recorded
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FUNDRAISING CAMPAIGN
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Associated campaign for raising funds through this contribution
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PRIMARY FUNDRAISER
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Individuals or organizations primarily responsible for securing donations
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CAMPAIGN FUND
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Specific funds within the campaign to which donations are allocated
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STATUS
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Current status of the contribution
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BATCH
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Group or collection of contributions processed together
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MEMO
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Additional details about the contribution
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BILL TO
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Individual/corporate entity to whom the contribution is billed to
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Payment
The Payment section in the Contributions form allows you to configure the payment method for the contribution.
Please refer to the following table for field names and their descriptions:
Note: All the fields with an asterisk (*) are mandatory.
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Field
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Description
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PAID IN INSTALLMENTS
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Whether the contribution can be paid in parts
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CHECK NUMBER
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Unique number assigned to a check used for payment
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CHECK DATE
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Date on the check used for payment
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PAYMENT METHOD
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Method used for contribution payment
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Matching
The Matching section within the Contributions form allows you to set up details for tracking and managing matching gifts from employers or organizations.
Please refer to the following table for field names and their descriptions.
Note: All the fields with an asterisk (*) are mandatory.
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Field
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Description
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MATCHING GIFT PROGRAM
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Program based on which the organization matches the employee contributions to eligible charities
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MATCHING ORGANIZATION
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Organization providing matching contributions for donations made by its employees
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MATCH LIMIT
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Maximum amount that an organization contributes in matching gifts for each employee's donation
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MATCH START DATE
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Date of commencing the matching gift program for this contribution
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MATCH END DATE
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Date of the last day of the match gift program for this contribution
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NEW MATCHING ORGANIZATION NAME
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Name of a new organization eligible to participate in matching gift programs for this contribution
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Tribute
The Tribute section within the Contributions form allows you to set up details for acknowledging or dedicating the contribution to honor an individual or entity.
Please refer to the following table for field names and their descriptions.
Note: All the fields with an asterisk (*) are mandatory.
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Field
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Description
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TRIBUTE
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Name of the acknowledgment to associate with this contribution
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TRIBUTEE
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Individuals being honored through the tribute
Note: This is an auto-populated field when the value in the TRIBUTE field is selected.
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TRIBUTE TYPE
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Type of Tribute
Note: This is an auto-populated field when the value in the TRIBUTE field is selected.
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TRIBUTE START DATE
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Date when the tribute for the contribution is starting
Note: This is an auto-populated field when the value in the TRIBUTE field is selected.
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TRIBUTE END DATE
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Date when the tribute for the contribution is ending
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TRIBUTE NOTES
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Information regarding the tribute associated with this contribution
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NEW TRIBUTE FIRST NAME
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First name of the individual being honored in a new tribute
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NEW TRIBUTE LAST NAME
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Last name of the individual being honored in a new tribute
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TRIBUTE RECIPIENT EMAIL
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Email address of the individual receiving the tribute associated with this contribution
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TRIBUTE RECIPIENT FIRST NAME
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First name of the individual receiving the tribute associated with this contribution
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TRIBUTE RECIPIENT LAST NAME
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Last name of the individual receiving the tribute associated with this contribution
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TRIBUTE RECIPIENT CONTACT
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Contact number of the individual receiving the tribute associated with this contribution
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Soft Credit
The Soft Credit section in the Contributions form allows you to recognize and track individuals or entities that influenced but did not directly contribute.
Please refer to the following table for field names and their descriptions.
Note: All the fields with an asterisk (*) are mandatory.
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Field
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Description
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CUSTOMER
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Individuals or organizations associated with this contribution
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AMOUNT
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Total sum of money involved in a transaction or payment
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CRM RECORD TYPE
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Category or classification of a record within a Customer Relationship Management (CRM) system
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Planned Giving
The Planned Giving section within the Contributions form lets you record donor intentions for future contributions.
1. Select the title of the donor's commitment to make a future contribution from the PLANNED GIVING dropdown list.
Note: The PLANNED GIVING TYPE field is auto-populated upon selecting the PLANNED GIVING.
Pledge
The Pledge section within the Contributions form allows you to outline the pledging process, including the pledging plan and schedule.
Please refer to the following table for field names and their descriptions.
Note: All the fields with an asterisk (*) are mandatory.
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Field
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Description
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PLEDGE IS RESTRICTED
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Whether the pledge is restricted
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PLEDGE IS CONDITIONAL
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Whether the pledge depends on certain conditions being met
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PLEDGE DOCUMENTATION
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Whether documentation regarding the pledge is available
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PLEDGE BILLING SCHEDULE
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Planned timeline for issuing invoices for payment related to the pledge within this contribution
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PLEDGE INSTALLMENT PLAN
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Payment plan where the total pledge is divided into multiple scheduled payments
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Securities
The Securities section within the Contributions form allows you to outline the contributions made in the form of securities.
Please refer to the following table for field names and their descriptions.
Note: All the fields with an asterisk (*) are mandatory.
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Field
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Description
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Primary Information - Key details related to the contribution
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SECURITIES TYPE
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Category of security being contributed
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SECURITIES NAME
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Name of the stock
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SECURITIES SYMBOL
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Symbol for the security
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NUMBER OF SHARES
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Total number of shares of the security being contributed
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SECURITIES HIGH
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Highest price of the security on the day of the contribution
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SECURITIES LOW
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Lowest price of the security on the day of the contribution
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SECURITIES CLOSING VALUE
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Final price of the security at the close of the trading day
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SECURITIES JOURNAL ENTRY
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Accounting record of the security contribution
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Securities Sale - Sale of the contributed security for cash
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SECURITIES STATUS
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Status of the stock
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SECURITIES SALE AMOUNT
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Total value received from selling the securities
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Funds Deposit - Process of transferring funds from the securities sale
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SECURITIES DATE DEPOSITED
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Date when the security sale amount was deposited
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SECURITIES DEPOSIT AMOUNT
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Total amount of funds deposited from the securities sale
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Donor Advised Fund
The Donor Advised Fund section in the Contribution form enables you to configure details for donations made through donor-advised funds.
Please refer to the following table for field names and their descriptions.
Note: All the fields with an asterisk (*) are mandatory.
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Field
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Description
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DONOR ADVISED FUND
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Donor-recommended funds to allocate contributions
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DAF PRIMARY ADVISOR
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Main individual advising the distribution of the fund's contributions
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DAF SECONDARY ADVISOR
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Secondary individual advising on the distribution of the fund's contributions
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DAF SPONSORING ORGANIZATION
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Organization financially supporting the Donor Advised Fund
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SEND ACKNOWLEDGEMENT PRIMARY ADVISOR
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Whether to send an acknowledgment to the primary advisor
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SEND ACKNOWLEDGEMENT SECONDARY ADVISOR
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Whether to send an acknowledgment to the secondary advisor
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IRA
The IRA section within the Contributions form allows you to capture details regarding the contributions made through Individual Retirement Accounts (IRAs).
Please refer to the following table for field names and their descriptions.
Note: All the fields with an asterisk (*) are mandatory.
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Field
|
Description
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IRA
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Individual Retirement Account
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IRA TYPE
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Type of individual retirement account
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IRA DONOR
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Individual or entity contributing to the IRA
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IRA CUSTODIAN
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Financial institution or organization responsible for managing the IRA
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Premium
The Premium section within the Contributions form allows you to configure promotions offered to donors in exchange for their contributions to encourage them.
1. Select the promotion you wish to associate with this contribution from the PROMOTION dropdown list.
Receipt & Acknowledgement
The Receipt & Acknowledgement section within the Contributions form allows you to configure the required details for providing donors with receipts and acknowledgments.
Please refer to the following table for field names and their descriptions.
Note: All the fields with an asterisk (*) are mandatory.
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Field
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Description
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Receipt
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RECEIPT AMOUNT
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Total amount donated in this contribution, recorded on the receipt
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RECEIPT STATUS
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Current status of the receipt
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RECEIPT DATE
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Date when the receipt is generated
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Acknowledgment
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ACKNOWLEDGMENT STATUS
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Current status of the acknowledgment
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ACKNOWLEDGMENT DATE
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Date of acknowledging the contribution
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Web Page
The Web Page section within the Contributions form allows you to configure the appearance of the Contributions section in the portal.
Please refer to the following table for field names and their descriptions.
1. Select the page you wish to display from the CONTRIBUTION PAGE dropdown list.
2. Select the prompt from the CALL TO ACTION dropdown list to be displayed on the web page to encourage users or donors to take a specific action.