Donation Types

Donation Types are used when adding a donation from a contact.

To add or edit Donation Types

1. On the administration menu, select Lookups, select Contacts, and then click Donation Types.
   The Donation Types page displays.

2. Do one of the following:

• Click Add new item....
  The Donation Types Add Item page displays.

• Click the Edit button next to the type you want to edit.
   

3. Select the Active check-box to make the donation type available , or clear the check-box to make the type inactive.

4. In the Description box, type the descriptive name for the donation type.
   For example, Monetary.

5. Click the Save and Return button to save the new type and return to the Donation Types list.
    

To delete a Donation Type

1. On the administration menu, select Lookups, select Contacts, and then click Donation Types.

2. Click the Edit button next to the donation type you want to delete.

3. Click the Delete button.

4. Click Yes to confirm the deletion.

NOTE: You cannot delete a donation type if it is currently being used in a donation record.