Introduction
This article will get you started in managing donations to your organization and donor profiles. It is designed for a development assistant, bookkeeper, and other staff that manage gift entry and donor records in the system.
Getting Familiar with Gnosis
First, if you have not familiarized yourself with the basics of the Gnosis system, you should start with the 30-minute video (first item below) that covers the basics of the system. Once you have completed this video, move on to reviewing the remainder of the articles in this section. The list below directly applies to your training as a Development Associate/Bookkeeper using Gnosis:
- Getting Started with Gnosis (30-minute video)
- Person & Organization Tabs Layout
- Household Basics - Primary Household, Name and Salutation, Head of Household, Preferred Name
- Record Linking (Households, Relationships, Organizations)
- Searching For Person & Organization Profiles
- Deleting, Erasing & Merging
- Merging Duplicate Organization Records
- Attribute Management
Donation and Donor Management
You can refer to these articles when it comes to managing donations in your organization.
- Managing Tribute Donations
- Check Scanning for Donation Receipts
- Credit Card Acceptance & Donor Pays Fees Option
- Combined Person & Contribution Upload Process
Adding Donation Pages to your Web Portal
If you wish to add donation pages to your web portal or manage those donation pages, here are guides you can start with.
- Creating a Custom Online Donation Page / Contribution Page in Composite
- Online Donations - Duplicates & Existing Donor Matching
- Adding a Thermometer or Donor Scroll to Donation Page
- Creating an Individual's Fundraising Page
- Participant’s Fundraising Guide & Checklist
Gift Acknowledgement
If you're interested in sending acknowledgment letters to donors or transitioning from physical acknowlegment letters to email, these articles will help you get started.
- Donor Acknowledgement Letter Creation (video)
- Creating, Testing & Running Acknowledgement Letters (video)
- Setting Up Auto-Acknowledgements for Online Gifts
Reporting
There are several available reports that you can run if you want to have information on your organization's donations/gifts. In the Reporting Center, you can start searching with the keyword "Donors" "Donations" or "Gift" to see what's available for you. If you think the available reports doesn't work for you, you can reach our Support Team to help you come up with the report you need by giving detailed information on what you want to see on your report. Moreover, you can also check your organization's specific resources in the Help Center.
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