Reconciling Anonymous Donations with Identified Donors in Your Account

Handling anonymous donations can be complex, especially in regions where gifts must be tied to identifiable donors for tax purposes. This guide outlines the necessary steps to update an anonymous donor record in your account, ensuring compliance with tax regulations. Whether you're updating a single transaction or multiple, we provide a straightforward process to assign anonymous gifts to recognized donors. Always consult with a tax professional for the most current advice. Follow along to seamlessly update donor details and maintain accurate records in your system. For additional insights, explore our Help Center articles on editing giving transactions and generating reports.

 

To Update An Anonymous Donor

  1. Locate the giving transaction you'd like to modify.
  2. Click on the amount given to bring up payment details.
  3. In the bottom left of the payment details window, click the Edit button.
  4. Unselect the checkbox next to Anonymous and enter the correct persons name.
  5. Select their name from the dropdown.
  6. Make any other desired changes and click Save Changes.

 

For more information on this topic, be sure to check out the following Help Center articles:

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