Creating a New Donor record

If you've searched for the Donor and they are not found, you need to create a new Donor record. All new Donor records will use the default Statement values set in these Configuration Settings:

• COMMON, defaultParticipantType - The Participant Type that will be assigned to the new Donor (for example, Engaged Participant, Participant, or Guest). Default is Guest.
• COMMON, DefaultStatementMethod - The method of statement delivery (postal mail, email/online, or no statement needed) assigned to the new Donor. Default is Postal Mail. 
• COMMON, DefaultStatementType - The type of statement (Family v. Individual) assigned to the new Donor. Default is Family.
• COMMON, DefaultStatementFrequency - The frequency at which the new Donor will receive their giving statement (quarterly, annually, or never). Default is quarterly.

To create a new donor record:

1. Click on the + Add New Donor at the bottom of the search results.
2. If you scanned a check, the New Household/Donor dialogue auto-populates with details from the check. Otherwise, enter at least the Household name and First name of the Donor.
3. If a Participant record should also be created, check the Create Participant box.
4. When finished, click Save. This will also create a linked Contact record.

Trying to add a Donor's spouse? In order to reveal the +Add Spouse link and add the Spouse of a Donor, the initial Donor must have a Marital Status of Married and a Household Position of Head of Household. The Spouse's record will also be created with a Marital Status of Married and a Household Position of Head of Household.