Amount, date, fund, person
Those four are the transaction. A general gift and a building gift do not look the same.
CRM
Every gift stays findable on the donor
Staff should be able to open one transaction and see the amount, the date, the fund, and the person. A correction stays in the history instead of erasing the original line.
When a gift is hard to find
What the transaction keeps
“Finding one gift means searching the payment email.”
Open the transaction
The amount, date, fund, and person are on the record. The inbox is not the ledger.
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What one transaction contains
A correction stays visible
A refund or a move to another fund is part of the history. The first entry is not deleted to tidy the total.
Find one gift
Staff can open a single transaction without searching a payment inbox for the confirmation email.
Statements use the same lines
A year-end letter is built from these transactions, so the donor sees the gifts you see.
Questions about this page
- What happens to a refund?
- It stays in the history with the original gift. The first line is not removed to make the total look clean.
- Will the donor’s statement match what staff see?
- Yes. The statement is drawn from these same transactions.
Leave a trail for every gift.
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