Donation Management: General Overview and Getting Started

Donation Management (on the left sidebar menu, sorted alphabetically) is the area of AMO that houses everything related to donors and fundraising. There are three sections in this area: Donation Funds, General Information, and Manage Donations. 

Donation Funds

This is the hub for the org's donation funds, sometimes referred to as fundraising campaigns. Within this section, administrators can:

• Set a goal for the fund
• Set up the types of payments accepted
• Add a custom message for the receipts

General Information

In this area, administrators can set all global settings for the org's donation funds. The default settings can be overridden on a fund-by-fund basis. Within this section, administrators can:

• Add and edit the contents of the org's donation page
• Add the option to display donation funds on member applications and/or member dues renewals
• Set up how donor receipts will be formatted
• Assign someone within the org to receive copies of all donation receipts
• Add custom fields to gather more information from each donor

Manage Donations

This area is where administrators can easily accomplish common tasks related to donors and their donations. Reference this section to:

• Look up a donor’s giving history
• Enter a donation taken over the phone
• Update donor contact information