The contribution record contains details about the contribution, such as the name of the donor, the contribution amount, and the name of the fund receiving the gift.
The list below provides information about each field in the contribution record. Refer to this list when you add a new contribution record or edit the details for an existing one.
Note: An asterisk (*) indicates required information.
Donor
Name and address of the giver.
Phone
Giver's telephone number.
Family ID
Unique identification number assigned by the system to the family.
Contribution ID
Unique identification number that identifies the contribution. Assigned by Development Manager.
External Contribution ID
Unique number that identifies contributions imported from an online giving solution (for example, ParishSOFT Giving) that is outside of Development Manager. You must have Modify Pledge permission to change this number.
Lifetime Giving Button
Click this button to view a summary of the donor's giving history.
Organization
Name of the organization owning the fund to which the contribution is made.
Fund *
Name of fund receiving the contribution. Select the fund from the dropdown list. Note that the list contains only the funds you have permission to access.
Pledge
Note: The icons below can be found when adding a new contribution record.
: indicates that the donor currently has no pledge to the selected fund.
: indicates that at least one pledge to the selected fund was found. Click the icon to open a window containing a description for each pledge. The following information is provided to help you select the right pledge to match an incoming contribution to:
- Unique ID assigned to the pledge
- Name of the fund to which the pledge was made
- Date the pledge was made
- Total dollar amount of the pledge
- OBO organization
- Appeal code
Contribution Date *
Date the contribution was entered into the system. Type a date into the field or click 
and select a date from the displayed calendar
Amount *
Dollar amount of the giver's contribution.
Memo
Text entry field that enables you to supply additional information related to the contribution.
Description *
Provides a description of the contribution. This field is enabled and required only when the Stocks and and Gifts in Kind option for Contribution Type is selected (see the Contribution Type entry later in this list).
Giving Source
Specifies how the contribution came into the system, for example, manual entry.
Batch
Batch in which the contribution was posted.
Contribution Type *
Indicates the payment method used to fund the contribution. Select a payment method from the dropdown list.
Check Number
If the giver paid by check, shows the check number.
Reason *
If editing a contribution record, you must supply a reason for making the change.
Tax Deductible checkbox
Indicates whether contributions to the fund are tax deductible. Select one of the following:
- Yes: the contribution is tax deductible
- No: the contribution is not tax deductible.
Keep in mind that the tax-deductible status can be set on individual contributions in Development Manager, so the value selected at the time of contribution entry is saved in contribution record.
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