Donors

Viewing all Section 18A Tax Certificates for a Donor

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...

Adding a Fundraiser

To add a fundraiser: When adding the user’s information, ensure that the user role is set to Fundraiser:

Adding Additional Donor Contact Information

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...

Adding Donor Tax & ID Info

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...

Adding New Individual Donors

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)...

Adding a New Business/Entity Donor

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...

Adding Notes to a Donor’s Profile

Go to your donor’s profile and scroll down to the bottom of the page: Notes for donors can be saved, edited and deleted.

Anonymous Donor

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...

Deleting a Donor

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...

Managing Donor Categories (Tags)

Tags allow you to group your donors into categories e.g. VIP, Volunteer, Doctors, etc. Adding a donor category:

Importing Donors

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...

Editing a Donor

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

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...

Viewing all Receipts for a Donor

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...

Requesting Information From Donors

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’...