Everything You Need to Know About Offline Donations

Last Updated: Feb 16, 2016 04:00PM PST

1. Create a New Offline Donation
2. Manage Existing Offline Donation

 
 

A donor sent you a check. Or maybe an individual fundraiser gave you a cash donation to help reach their goal. Now what do do with it?

As an admin you can Add and Manage Offline donations right from your Classy Dashboard. When adding offline donations you can credit a specific campaign and individual or team fundraising pages. Below are the steps to creating and managing your offline donations.

1. Create a New Offline Donation

First, sign in to your Nonprofit Dashboard, and from your Reports tab, select Add Offline Donation from the drop-down menu.  

Fill out the applicable information using the following form.

Add the Payment Details.

You can attribute this offline contribution to an individual or team fundraising page. The page will automatically be updated with the offline donation.

Lastly, save your offline donation, and/or start a new one!

If you credit an offline donation to a fundraising page, the fundraiser will then receive an email notification of the added contribution.

Manage Existing Offline Offline Donation

You can manage/edit your offline donations through your Transactions Report

Find the line item of your offline donation using the Quick Find tool, and select the Edit button from the far left column of the report.


 


From the Edit screen, you can modify the donor's information, move the donation to a specific fundraising page, team or campaign, or delete the offline entry completely.

You can also modify the following:
- Donation Amount
- Payment Type
- Donation Description
- Dedication Information (if applicable).


Once finished editing the offline donation, select Save Changes at the bottom of the screen.

If you have any additional questions about Creating or Editing offline donations please feel free to contact our Support team at support@classy.org.