In order to to view all of a donor’s receipt visit the donor’s profile, scroll down to the bottom of the page and click on the...
To add a fundraiser: When adding the user’s information, ensure that the user role is set to Fundraiser:
When adding the donor’s tax information you need to search for the donor and go onto their profile. Once you are on the donor’s 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 and click on the Add Donor button, or you can click on the Add Donor shortcut icon located in the top right corner of...
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...
In order to to view all of a donor’s receipt first go the donor’s profile, scroll down to the bottom of the page and click...
If you need to update your donor’s information to remain SARS compliant, you can send each donor a unique information update form. From the donors’...
