Module 3.1: How to Set Up Donations

Estimated time to complete: 5 min

If you haven't enabled the donation feature yet, connect with our team today to unlock your organization’s potential! With this simple addition, many organizations experience an average increase of at least $50 in monthly donations. That extra support adds up quickly, creating a meaningful difference in your ability to serve members, expand programs, and create a lasting impact in your community. Don’t miss out on this valuable opportunity to enhance your mission!

If you already have this feature enabled, amazing! Follow along for a quick set-up.

Section 1: Setting Up Tax Receipts (for organizations with charitable status)

Enable your members to receive tax receipts when they donate to your charitable organization. If your organization does not have charitable status, please proceed to the next section.

1. First, log in to your Manager Dashboard and navigate to the Donations tab. If your organization has charitable status then select Settings
2. Enter your Charity Number
3. Next, input your Tax Receipt Starting Number. Typically this is 1 however we recommend connecting with your bookkeeper before completing this 
4. Next, have an authorized individual create their signature for the receipts in the Digital Signature box.

5. Click Save and now whenever someone donates to your organization they will get a tax receipt 

   *All donation amounts receive tax receipts 

Section 2: Setting Up Tags for Your Donations

In this section, you will learn how to set up tags for your donations. Any donation tagged with a particular label will be associated with the corresponding fundraiser, and its amount will be included in the fundraiser's total.

1. Navigate to your Communal Manager Dashboard and on the left-hand side under Donations select Tags
2. Next, you will select Create New Tag in the top right-hand corner
3. Then you will enter a Tag Name of your choosing (ex. Good Food Box or Breakfast Club)
4. Click Save. That tag will now be available to choose when you are creating a fundraiser

Section 3: Create your First Fundraiser

Looking to raise money for your holiday hampers, breakfast club, or other reasons? Learn how to create a dedicated fundraiser for your members and non-members to donate to. 

1. Navigate to your Communal Manager Dashboard and on the left-hand side under Donations select Fundraisers
2. Next, you will select Create New Fundraiser in the top right-hand corner
3. From there you will enter the Fundraiser Details including a Title, Summary, and in-depth Description of the fundraiser. If you would like to you can also set a Donation Goal which can motivate community members to donate
4. Next, you will change the status 
   Active - means this fundraiser is actively running and collecting donations
   Pending - 
   Disabled - means this fundraiser is not actively running and collecting donations and it is not viewable to users
5. Next, you can choose if you would like to select a Tag. Any donation tagged with the selected tag will be associated with this fundraiser and its amount will be included in the fundraiser's total.
6. Lastly, click Save 

Next: Module 4.1 - Creating Your First Program or Event