How to Schedule a New Donation on Behalf of a Donor

Julianne Manning -

Search for the donor under the Donor tab. Then click to highlight their name and click on View Transactions.

On the next page click on Add E-Donation.

 

Choose their designation, then click on Donate to This, and then click on Continue.

On the next page you can select the payment account, amount of the donation, date of next gift, frequency, and add any additional comments. Then click on Submit at the bottom of the page.

 

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