To view all of a donor’s Section 18A certificates visit the donor’s profile, click on “Donors” to go to your donor’s page. Click on a Donor’s...
To add a fundraiser: When adding the user’s information, ensure that the user role is set to Fundraiser:
To add additional contact information for a donor you can search for a donor, then you can click on their name to open their profile....
The South African Revenue Service requires that all Section 18A include donor identification and tax information. To capture this your donor’s tax information, search for...
Navigate to the Donors page (labelled 1) and click on the Add Donor button (labelled 2), or you can click on the Add Donor shortcut icon (labelled 3)...
Navigate to the Donors page and click on the Add Donor button, or you can click on the Add Donor shortcut icon located in the top right corner of...
Go to your donor’s profile and scroll down to the bottom of the page: Notes for donors can be saved, edited and deleted.
If a donor wants to donate funds/ goods in kind and wishes to stay anonymous, you can still log the monetary values that have been...
Sometimes you may want to remove a donor’s profile from ActiveDonor. This can be done as follows: Note that if a donor has contributed to...
Tags allow you to group your donors into categories e.g. VIP, Volunteer, Doctors, etc. Adding a donor category:
The Purpose of importing your donors is when you are new to the system and would like to bring your donor list over from your...
At times you may need to edit a donor’s information, for example, a change in the donor’s contact information. To do this you can: A...
Searching for donors is a key aspect of ActiveDonor and can be done easily. Global Search Bar The donor search bar is available in the...
To view all of a donor’s receipts, first go to your Donor’s Page. Click on the “Donors” tab. Click on a Donor’s Name to go to the donor’s...
You can easily request information from your donors directly from ActiveDonor. This feature helps you keep your donor database up-to-date and staying compliant with SARS....
1. How to enable Donor Capture Forms First you will need to go to settings by clicking on the icon in the top right corner...
