Record an offline donation in a constituent record

1. In Constituent360, Constituents, open an existing constituent record or create a new one.

2. Select the Transactions tab.

3. Under Gift Entry, Enter a new gift or pledge list, choose the donation form to associate with this gift.

4. Select Go.

   

5. On the Offline Donation Forms page and Contribution Information tab:

   1. In Enter A Gift Amount, enter the monetary amount.

   2. Complete any remaining fields and select Next Step.

   3. From the Select a Payment Type drop-down list, choose the appropriate option and enter any additional information required for that type (for example, a check number or the credit card information).

      Warning: As of March 2025, the Payment Type data element will be deprecated. Switch to the Checkout Modal or Checkout Embedded data element. Note that the CVV field is required for offline credit and debit card donations with the new data elements. See the Checkout FAQ for more details.

   4. Review the fields and select Process Contribution.

   5. Select Process to surface checkout for checkout-enabled forms where credit or debit or direct debit is selected.

      

   6. Follow the prompts to complete the offline donation.