Donation and transaction records provide a clear, organized view of your charitable contributions and financial exchanges. These records are essential for tracking your giving history, ensuring transparency, and maintaining accurate records for budgeting or tax purposes. Key details often include donation dates, amounts, recipient organizations, and payment methods. Understanding and managing these records allows you to easily stay informed about your financial impact and meet any reporting or compliance requirements.

This feature is available to all users with access to the Fundraising Essentials package with 'Recorder'-level administrative access or higher within 'Donor Management'.

Navigate back to the Donor Management Resource Index.