• 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
  • Transaction Entry Defaults

    Transaction Entry Defaults can be defined to speed up entry of transactions - the values you set up in these defaults are automatically applied when a new transaction is added - you can change the defaults when adding a transaction if needed. The...

    Ben Brett