20.2.3. Straight Donation From a Grantmaking Org

A straight donation from a grant-making organization is a contribution that is not attached to a specific appointment or invoice.
Examples include organizations such as Maddie’s Fund, PetSmart Charities, or Petco Love.

This process is similar to recording a donation from a private business. However, grant-making organizations almost always require detailed reporting on how their funds are used. For this reason, a dedicated Funding Partnership is required.

Processing a Straight Donation from a Grant-Making Organization.

Follow the steps below to record a straight donation from a grant-making organization.

Example:
If Maddie's Fund donates $10,000 to cover 100 surgeries, create a funding partnership titled Maddie's Fund Grant. This allows clear reporting on how those funds were applied.

Need help setting up a funding partnership? See Funding Partnerships.

1. Open Accounting.
2. Select Take Donation. You can also access this tool quickly by pressing Ctrl + K and using Quick Search.
3. Select the grant pot the donation will be credited toward. This should be the funding partnership you just created.
4. Select Organization and search for them. If the organization does not exist, create a new one.
5. Complete the payment form noting down the tender type, amount, and date. If the organization sent you a check or did an ACH payment, you’d select Check.

Note: The email entered for the organization is where the tax-deductible receipt will be sent.

Creating a New Organization.

1. Select Add New Organization.
2. Select Create Grantor.
3. Enter the organization name as the title.
4. Complete the remaining fields with a key contact’s information. This contact is used for future communication and receipt delivery.
5. After creating the grantor, return to the Take Donation page and restart the donation entry.