Donors | Choir Master CMS Documentation

📄️How it works

What donor records are for, what each tab holds, what has to be switched on, and how donor records relate to your Donate page.

Add a person or an organisation as a donor, find them again, change their details, archive them or delete them.

Record a gift from a donor, with its date, amount, how it was given and whether a receipt can be given for it.

Set up a campaign with a goal, give gifts to it, watch its progress and archive it when it is finished.

Bring your donors, or your past gifts, into donor records from a spreadsheet, checking the list before anything is saved.

See how much was given each year, understand how the totals are worked out, and download your donors and gifts as spreadsheets.

Write the wording of your public Donate page, set up giving levels, and point the Donate button at your donation service.

Add a Give online form to your Donate page so people can give by card, with the money going to your choir's own Stripe account.

See what happens to a gift given by card on your Donate page, follow it on the Online tab, and give the money back if you need to.

Choose between official and plain receipts, and fill in the details that appear on every receipt your choir issues.

Issue a receipt for one donor's gifts, or for every donor's gifts in a year, and put right anything that stops a receipt being issued.

Find the receipts you have issued, print or email them, and replace or cancel one that is wrong.

Write a message to all your donors, or to those who gave to a campaign or in a year, and follow how it is going.