General

  • Gifts in Memory / Gifts in Celebration

    Gifts in Memory (in memoriam) and Gifts in Celebration can be entered within Donorfy by connecting the donation to the person / tribute fund in whose memory the donation was made. This will enable all donations to be reported on correctly and the ...

    Graham Bell
  • Gifts in Kind

    A suggested way to add Gifts in Kind to Donorfy and report on them, without affecting transactional figures and potentially Gift Aid, you can create a dedicated Gift in Kind Activity Type and add Gift in Kind Activities to a constituent's timeline...

    Graham Bell
  • Payments and Allocations - the two halves of a Transaction

    A Transaction is comprised of two 'halves' the Payment - describing how much was paid, by what method, why it was given: Campaign - the "why" it was given. Required. Payment Method - the "how" (also affects Gift Aid eligibility). Required. th...

    Robin Fisk
  • Handling Donations made in Different Currencies

    Donorfy is designed to work with one active currency - this means the numbers shown on dashboards, campaign analytics and giving stats do not split amounts into different currencies. Donorfy is not a multi-currency solution. By default, Donorfy wi...

    Ben Brett
  • Campaigns, Products and Funds explained

    A Donorfy Transaction has 3 essential codes. They are: Campaign Product Fund   A Campaign is the thing that prompts someone to make a donation. It could be a mailing, an event, an online giving page etc. It is so you can track the eff...

    Robin Fisk
  • Transaction Data Summary

    This is a summary of the meaning of the various pieces of data you can assign to a transaction. These are the key pieces of data Campaign - the fundraising or marketing initiative that prompted the donation or payment - e.g. Christmas Appeal ...

    Ben Brett
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Timeline Transactions

  • Adding Previously Received Transactions

    You can add transactions received in the past to a constituents timeline so you have a more complete picture of their giving - to ensure the transaction appears in correct place on the timeline and the dashboard stats are correct you should set th...

    Ben Brett
  • Adding a Donation to a Constituent's Timeline

    Income of any kind, including donations, is represented in Donorfy by timeline items called Transactions. To add a Transaction follow these steps: Find the constituent in the constituent search (if the constituent does not exist you should add it...

    Ben Brett
  • Setting Date Received on a Donation or Transaction

    If you are entering transactions you received in the past and want to make sure the date received is set to the date you actually received the donation you should do the following: Display the details of the transaction by pressing more - highlig...

    Ben Brett
  • Soft credits in Donorfy

    Soft crediting is the act of assigning recognition of a donation to another party or parties who are not the actual donor. For example, Mr A gives £1,000 but you wish to assign 50% of the value of that donation to Mr B who encouraged Mr A to make ...

    Robin Fisk
  • Anonymous Donations

    Adding Anonymous Donations To add an anonymous donation you should click on Home, then from there click the Add button, then click on Transaction - complete the transaction form but do not link the new transaction to a constituent.  Listing & Disp...

    Ben Brett
  • Reassigning a Transaction

    Reassigning a transaction allows you to assign an anonymous donation to a constituent - e.g. if you find out who gave a donation - see this article for more information. You can also Move transactions between constituents - e.g. if a transaction ...

    Ben Brett

Gift Aid - Constituents

  • Adding a Gift Aid Declaration

    Donorfy allows you to record a Gift Aid Declaration on a constituent's Timeline and for a document to be attached.  To add a new Gift Aid Declaration to a constituent's Timeline follow the steps below:   Add a Gift Aid Declaration from the main Ad...

    Graham Bell
  • Adding Gift Aid Declarations that require confirmation

    If a constituent makes a gift aid declaration that you need to confirm - e.g. when making a donation by phone - when you add the gift aid declaration make sure you set Confirmation Required to Yes - see example below If you need to set up a new d...

    Ben Brett
  • Preventing a transaction from appearing in a Gift Aid claim

    To stop a transaction from appearing in a gift aid claim Find the transaction on the constituents timeline and open it Open the details of the allocation - by pressing the down arrow highlighted in green below, then change potentially gift aid-ab...

    Ben Brett
  • Confirming Gift Aid Declarations

    If a constituent makes a verbal Gift Aid declaration (GAD) - e.g. when making a donation by phone - you need to provide them with a written confirmation of their declaration. This is how you do that: In Donorfy go to Financial | Gift Aid and sele...

    Ben Brett
  • Gift Aid Refused

    If a constituent tells you they are unwilling or unable to make a Gift Aid declaration you should find their record, on their Profile tab at the bottom of the Name section there is a switch 'Gift Aid Refused' - set this to Yes. This is to enable y...

    Ben Brett

Batch Transactions

  • Batch Templates

    If you enter transactions in batches - see this article - you can create batch templates to speed up data entry and allow the entry of more information associated with batched transactions. In summary, this works as follows - you create a batch te...

    Ben Brett
  • Batched Transactions

    This is a Professional Plan only feature - to upgrade see https://donorfy.com/pricing   If you have a number of transactions to enter you can enter them more quickly as a batch of transactions. Under the Financial menu click on Batched Transactio...

    Ben Brett

Acknowledgements and Letters

  • Acknowledgements

    Settings Donorfy comes with two sample acknowledgements called ‘Thank You Email’ and 'Thank You Letter' - you can set up further acknowledgement types from the settings menu - see this article for more information The Thank You is automatically se...

    Ben Brett
  • Acknowledgements for Online Donations

    When using Donorfy's Web Widgets to collect donations online via either Stripe or GoCardless, you can set up the process to send the acknowledgments automatically so you do not need to manually action the sending of the email - see this article fo...

    Graham Bell
  • Create individual files based on a Mail Merge

    Create individual files based on a Mail Merge. 1. Your template should contain a Heading 1 at the top of the letter – This can be hidden text (i.e in white font). 2. Finish and merge to edit individual documents     3. In the newly created docume...

    Graham Bell
  • Using Mail Merge Function for Acknowledgements

    To complete the acknowledgement process and print your letters you are able to use the downloaded acknowledgements file to populate document templates, for example, a thank you letter, campaign letter, RPI template, etc. To do this you will need t...

    Graham Bell
  • Mail Merging

    This article explains how to create a set of data for the mail merge feature in Microsoft Word to create and to print form letters by using data from a Microsoft Excel worksheet. Donorfy allows you to create Lists across a wide range of areas with...

    Ben Brett