Donation Configuration

Donations

Staff can create a donation product to use as a stand alone donation option in the order process in Staff View or an individual product checkout page in Community Hub.

Staff can link a donation product to a membership type to be shown during membership join or renewal in Staff View and Community Hub.

If your association has more than one entity, and a donation is made to a secondary entity, transactions appear differently depending on whether it's given through Staff View or Community Hub.

A donation made in Staff View, or in addition to a membership in Community Hub, involves Inter-Entity transactions to transfer the the donation from the primary to the secondary entity.

A standalone donation made inCommunity Hub creates a transaction directly linked to the secondary entity, without the use of Inter-Entity transactions.

Appeals

Staff can create an appeal record linked to a donation product so they can solicit to a target group of individuals and track donations made toward that appeal. Staff can also clone an existing appeal to expedite creation of a new appeal. It will copy information from the cloned appeal into the new appeal.

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