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Anonymous Donations

Add a donation that can be anonymous or assign an anonymous donation to a Constituent.

Cristina Gruita avatar
Written by Cristina Gruita
Updated over 3 months ago

Add Anonymous Donations

  1. Navigate to Home, then click Add.

  2. Click Transaction.

Complete the transaction form, but don't link the new transaction to a constituent.

List and Display Anonymous Donations

  1. Create a Transaction List (i.e. click Add and choose Transaction List).

  2. In the filter for your list, include Anonymous Equals Yes.

If you select an anonymous transaction from the list, its details display.

Assign an Anonymous Donation to a Constituent

If you need to assign an anonymous donation to a constituent:

  1. Find the anonymous donation by creating a list (see details above).

  2. Click on the donation to display its details.

  3. From the manage menu, select Reassign.

  4. Set make transaction anonymous to No.

  5. Click Find Constituent to find the constituent the donation should be assigned to.

  6. Click Reassign.

The transaction will be added to the timeline of the constituent you selected.

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