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Make a Donation on Behalf of a Donor

How to make a donation on behalf of a donor

This feature is useful for situations in which you are on the phone with a donor who wishes to make a contribution or for someone who does not have access to a computer or mobile phone.

From your WeDidIt dashboard, click 'contributions' on the left hand panel. A drop down menu will appear below 'contributions'. Click the button that says 'List':

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On the Contributions List page, click the [+ Contribution] button:

 

This will take you to the 'Create New' contribution page. This page includes a series of 4 steps through which you will enter your donor's information. First, you will have to choose the campaign to which your donor would like to make a contribution: 

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* Note: "Open Contribution" is also known as your Donation Page.

 

Then, the donation amount, donor information, and payment credentials:

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When you are finished, click 'create contribution', and the donation will be added automatically to your organization and WeDidIt records. Remember to thank your donor for their contribution:)

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