General
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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 ...
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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...
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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...
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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...
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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...
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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 ...
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Transaction Entry Defaults
Transaction Entry Defaults can be defined to speed up the entry of transactions or as fallback settings for integrations such as Facebook or Enthuse. The values you set within these defaults are automatically applied when a new transaction is adde...