20.2.2. Straight Donation From a Private Business

A straight donation from a private business is a contribution that is not attached to a specific appointment or invoice.
For example, a local business such as Jim Ford's Auto Dealership may provide funds to support clinic services.

Processing a Straight Donation from a Private Business.

Follow the steps below to record a straight donation from a private business. ✅ Pro Tip: If you need to report specifically on how this business’s funds are used, create a dedicated Funding Partnership for the organization.

Example:
If Jim Ford's Auto Dealership donates $10,000 to cover 100 surgeries, create a funding partnership titled Jim Ford's Auto Dealership. 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 can be something like a generic Donations fund, or 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 a business 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 business 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.