Businesses

When a business gives, record the gift under the business instead of a person, so it gets its own contribution statement.

Add a business

1. Go to Giving → Businesses and select Add business.
2. Fill in the Business name, Email, Phone, and Website.
3. Add the Address, and a Mailing address (or check Same as address). An address is needed for contribution statements.
4. Add a Primary contact: a name, or pick someone from your people.
5. Optionally, pick an Associated person, like the owner, and add Notes.
6. Save.

You can also add a business on the spot when you record a gift.

See a business’s giving

Select a business to see:

• Lifetime giving, number of Gifts, Average gift, and Last gift.
• Contact details, addresses, primary contact, associated person, and notes. Select Edit to change them.
• Gift history: every gift with its date, fund, method, fee, and amount. Select Refund gift to refund one.

Search businesses by name.