How to Add Donors

Donors are those people whom you will be asking to donate or who have already donated:

  • an item that will be auctioned off
  • a service that will be auctioned off
  • an in-kind gift, meaning something that your organization will use to carry out the event; for example, the donation of the use of a truck for transporting items from storage to the venue.
  • a monetary (cash) donation
  • a sponsorship that your committee has defined.

You can add donors:

  • one at a time
  • while entering a donation
  • via bulk import

I. To add donors one-by-one:

  1. Go to the Patrons > Everyone.
  2. If the donor is a person, choose > Add Person. Be sure to check the Donor check box at the top of the page.
  3. If the donor is a business, choose > Add Business. Be sure to check the Donor check box at the top of the page.
  4. Complete the fields. If you have any questions, be sure to click on the tool tip (?) icons for explanations.
  5. Save by clicking the Add button found at the bottom of the form.

Note: In order to save a donor, you must, at minimum, enter a first name and last name.

II. You can also add a donor while entering a donation. To do so, go to Items > Donations > Add.

III. You can import donors in bulk. For instructions on how to prepare a spreadsheet for import, please view the Patron Import Guidelines. Be sure to make a column for "Donor Is" and mark all records in that column with a "1."

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