In order to have awards to distribute to students, first, the awards must have a donor. This article willw alk through the process of creating award donor records, and editing existing award donor records.
Add Award Donor
- In Finance, click on the "Receivables" tab, and then click "Award donors".
- Click the "Add" button at the bottom of the grid.
- The "Add a new donor" window will appear. First, choose the "Account type". This selection will let you select what kind of record this record can be linked to when you check the checkbox below the "Name" field:
- Household/Family - Can be linked to a household record from the Membership module
- Person - Can be linked to a person record from the Membership module
- Nonprofit - Can be linked to a non-household record from the Membership module that has been designated as a Church, School or Organization as its household type.
- For-profit - Can be linked to a non-household record from the Membership module that has been designated as a Business, School or Organization as its household type.
- Vendor - Can be linked to vendor record from the Finance module.
- Other - Cannot be linked to another record.
- If you link to another record, the "Name" box will automatically be filled in with the appropriate name, but if this record is not linked, you will need to fill in the name of this award donor record in the "Name" box.
- Account number will be automatically assigned when this record is saved. The number cannot be manually entered.
- Fill in any contact information for this Award donor box in the Address, Phone, City, state, postal code and E-mail boxes. If you've linked to another record, and this contact information was filled in on the connected record, this information will automatically be filled in.
- Click "Save" to create the award donor record.
Edit Award Donor
- In Finance, click on the "Receivables" tab and then click "Award donors"
- Click on the record you want to make changes to, and then click "Edit" at the bottom of the grid.
- The "Edit a donor" window will appear. Here, you can update any aspect of the award donor record, except the account number, which is automatically generated.
- If you need to make an award donor record inactive, check the "Inactive?" box.
- Click "Save" to save your changes.