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11-Donations via Check, Zelle, Bank Transfer or Bank Deposit
- Open Donorview.
- In Fundraising >Gifts >New >Gift, indicating (capitalize first letters only):
- Constituent: search first if donor already has an existing contact; otherwise create a new Constituent
- Date: leave current date
- Amount: the amount donated
- Tax Deductible Amount: same as the amount donated (unless there are banking fees, which is usually not the case for check, Zelle, bank transfer or bank deposit)
- Payment Type: Check, Zelle, Bank Transfer or Bank Deposit
- Check #: put bank and check number, or transaction number (for Zelle, Bank Transfer or Bank Deposit)
- Check Date: date of check, bank deposits or Zelle
- If donation is in general, for operations, renovations or programs, or not specified, put:
- If donation is for a specific diocese/Priest (who must have already made a Scholarship Portal in Donorview), put:
- For: “Scholarships”
- Fund: the corresponding diocese
- Source Name: the Priest’s name
- Peer to Peer Gift: Yes
- Campaign: Diocesan Support
- Save, and begin again for the next donation.
- After encoding the last donation, go back to Favorites >Gifts.
- for each new entry, click on the MailMerge icon (envelope)
- If CHECK DONATION, select template: Generic Check thank you
- If BANK DEPOSIT or ZELLE, select template: Generic Cash thank you
- Set Acknowledged to: Yes
- Delivery Option: email link to PDF file
- Archive Options Save to Documents: Yes
- Click OK