Create a Donation

Donations in Cogran are a flexible registration option.

  • Donations can be for set amounts, such as $100. (enter the price)
  • Donations can be for free-entry amounts, which donors fill in themselves (leave price blank)
  • Donations can be recurring or one-time
  • Donations can be gathered in a quick POS-style transaction (add to a POS card)
  • Donations can be gathered during registration (add to a Registration card
  • Donations can be gathered as add-on options to registrations (add to a Program as an additional item)

INSTRUCTIONS

Registration Setup>Donation
Search< then click Create New

Tab 1: Basic Information

  • Name: Enter the name of the program
  • Card Category: Choose a card. To set this to POS style registration, choose a POS card. For instructions, click here. Donations can be added to POS or to Registration Cards. The same donation can be added to two or more cards!
  • Image: By default, the programs will display with a simple checkmark. By adding an image, the program can be more customized to an organization. Select an image from the list.
  • Activity: For reporting. Assign to an activity for reporting and filtering.
  • Account Code: Fill out the account code (optional).
  • More Information: Include as much additional information as needed.
  • Archive: Archive hides this membership from lists and views. Check to archive, uncheck to unarchive.
  • Copy: Enter the number of copies required.
  • Text for Email Confirmation: If custom information about the program should appear in the membership confirmation, enter it here. This is in addition to more info.

Tab 2: Pricing
Price: Use this method to allow donation prices:

  • To request a certain donation amount, add a price.
  • To allow open-entry of donation amounts, leave the price blank

Save

Next Steps:

DONE!