Fundraising
Raising money with a tin, a spreadsheet and a bank statement means nobody knows the total, and givers wait for a thank-you. Fundraising keeps every donation in one place and sends each giver a receipt. (Fundraising is a module: see Modules.)
- Open Fundraising in your organisation's menu and press New campaign.
- Say what you are raising money for and tell the story. Add a target and a last day if you have them, and up to six amounts to offer (for example 10, 20, 50).
- Press Open for giving. The campaign now has its own page for giving: copy the link, or print the QR code for a poster or a table card.
- With Online payments switched on, anyone gives on that page by card. The donation appears by itself, goes into your books as "Donations", and the giver gets a receipt by email.
- For cash, a bank transfer or a collection tin press Record a donation: the amount, the day, where the money went, and who gave (nobody named, a donor on your list, or someone new).
Donors: everyone who gives is kept under Donors, found again by their email address, with all they gave and when. A member who gives while signed in sees their donations in their member area, under Support us.
Names on the page: the page for giving shows the latest donations with a first name and one letter ("Priya S"). Someone who gives online can ask for no name. A name you write down by hand is not shown unless you untick Do not show the name.
Money back: in the list of donations choose Actions, then Give money back: everything or a part. For a donation written down by hand, choose where the money came out and the day it went back. A donation paid online goes back to the card it was paid with. Either way the refund is written in your books under Refunds, the receipt is corrected to match, and Refund note gives a PDF of what went back. Gift Aid leaves out refunded donations.
On your website: tick Show on our website on a campaign and it is listed there, under "Support us", while it is open.
Your donate page: press Your donate page on the Fundraising page. It is a page for donations that are not for one campaign, always there: put its link on your website, in emails and on posters.
Regular giving: tick Offer regular giving on a campaign and choose how often people can give: every week, every month, every year. The giver chooses one; their card is charged that often until they stop. Each payment arrives by itself as a donation. The giver gets an email with a link to their own page, where they can change the amount from the next month on or stop the gift; you can stop one too, under Regular gifts.
Supporters' pages: tick Supporters can make their own pages on a campaign. Someone who runs, bakes or collects for it presses Raise money for this yourself on the page for giving and writes their own words and target. You see the page on the campaign and approve it before it opens; the supporter then gets its link by email. What is given there counts for your campaign.
Pledges: under Pledges record money someone has promised for later. When it arrives choose Mark as received and it becomes a donation with a receipt.
Thank-you and statements: at the foot of the Fundraising page switch on the thank-you message and write your own words; everyone who gives gets it by email. On a donor's page, Statement of donations shows what they gave in the days you choose, to print or to send. On the Donors page Send statements to all donors sends each their own. Under For tax receipts type your registration or charity number and the words your tax office asks you to tell givers: both are put on statements and thank-you messages. Ask your accountant for the right words in your country.
Tax receipts: in the list of donations choose Actions, then Tax receipt, for a donation with a named donor. It gets a number (T-2026-00001, without gaps) and shows your organisation, your registration number, the donor and their address, the amount, the day received and issued, the place, and who signs. Print it, or send it by email. Under For tax receipts choose the kind of tax receipt: General, United Kingdom, Ireland, United States, Canada, Australia, New Zealand, India, South Africa or Singapore; each kind has its own title and adds the words shown under the choice. For any other country choose Another country: your own title and type the title your tax office uses. Type who signs, their role and the place of issue, and add a picture of the signature: it is printed on every receipt. The amount is written in figures and in words. For one receipt for a whole year, open the donor, show their statement for the days you want and press Tax receipt for these days: it adds up every donation of those days that has no receipt of its own. If the donation is corrected or money is given back, its receipt is cancelled and the next one has the next number. Check with your accountant that the receipt says what your tax office asks for.
Donors from a file: on the Donors page press Add donors from a file and choose an Excel or CSV file with the headings First name, Last name, Email, Phone, Address, Town, Postcode, Title, Note. The headings may be written in any of Azonation's ten languages. Someone already on your list is brought up to date, not added twice.
Gift Aid (United Kingdom only): when a UK taxpayer makes a declaration, the tax office adds 25p to every £1 they give. Online, the giver ticks Add Gift Aid and types their home address. For a paper form or a declaration said by phone, open the donor and press Record a declaration. Under Gift Aid choose the days (it starts with this tax year) and save the list as a file: title, first name, last name, house, postcode, date and amount, as the tax office asks. Donations whose donor record lacks a name, a house or a postcode wait in a list of their own. The button For the tax office's schedule saves the same list in the tax office's own columns and formats, ready to paste into its schedule spreadsheet. A donation you marked From a sponsored event (and every donation given on a supporter's page) says "Yes" in the tax office's column for that. Tick Put small donations together and donations of £20 or less are added up without names in lines of at most £1,000. Check the list with your accountant before you send a claim.
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