In the previous section we added a gift to a Contact, but you can also register a gift against an Account.
For example, a school, church or business.
You can also add gifts against Household accounts. Each organization will have different policies with regards to whether a gift should be attributed against an individual contact or against an account giving each a specific set of circumstances. Please refer to your data entry superviser for guidelines with regards to how your organization is to process these gifts.
To process a donation against an account, click the Accounts tab.
Search for, locate and open the account you’re looking for.
Once you’re in the Account window, you again see a Quick Donate button at the top of the screen.
Clicking this button will open the Quick Donate screen just as it did from within a contact record. You can now process your gift as per the previous instructions.
Note that the system has already connected this transaction to your chosen account, and the Donation Type is defaulted to either Organisation or Household, depending on the Account selected.