Donation Setup

You can collect Donations through UltraCamp using our Donor Management tools. Setting up Donor Management to take donations is a two-step process:

1. Create a Donation Category.
2. Create one or more Donation Templates.

Donation Categories

Donation Categories provide heading and information text as well as help organize donation items for reporting purposes. 

Find Donation Categories by following these steps:

1.  Go to the Extra Services Menu and expand the Donor Management section.
2. Click on Donation Categories.

UltraCamp will display existing donation categories along with summary details. 

• Only enabled categories display by default. You can view inactive categories by unchecking the box to Only display active donation categories.
• Click the icon to make a category inactive. It will be deleted if there are no templates associated with it.

Create and Edit Donation Categories

To create a new Donation Category or edit an existing one, take the following steps:

1. Click the button to Create a New donation category or click the icon to edit an existing one.
2. Enter a Category Name.
3. [Optional] Enter Description text.
4. Select a Display Method.
   • Select Each option on its own line to show all donation options at the same time.
   • Select All options in a single drop down to make your donors select a single option at a time.
5. [Optional] Enter a Display Rank if you wish to override the alphanumeric default.
6. [Optional] Select an Allocation Account for more granular financial tracking.
7. [Optional] Check the box for Pledge Enabled to let clients pledge to items in this category rather than immediately donating.
8. Check the Active box.
9. Click the button to Save Category>>.

This video shows how to create a Donation Category.

Create and Edit Donation Templates

Donation Templates offer donors the ability to make a donation. Donation Templates can be set to allow a variety of scenarios within a single donation category. 

Find Donation Templates by following these steps:

1. Go to the Extra Services menu and expand the Donor Management section.
2. Click on Donation Templates.

UltraCamp will display existing donation categories along with summary details. 

• Only enabled categories display by default. You can view inactive categories by unchecking the box to Only display active donation templates.
• Click the icon to make a template inactive. It will be deleted if there are no donations associated with it.

To create a new donation template or edit an existing one, take the following steps:

1. Click the button to Create a New donation template or click the icon to edit an existing one.
2. Select a Category from the dropdown menu.
3. Enter a Name for the template. This will be displayed to clients and show on their receipts and statements.
4. [Optional] Enter Description text.
5. [Optional] Enter a Display Rank to override the default alphanumeric sort.
6. [Optional] Select an Allocation Account for more granular financial tracking.
7. [Optional] Enter Suggested Donation Amounts in the field provided.
   • Enter suggested values separated by commas (e.g. 25, 50, 100).
   • Do not use currency icons.
   • A field for clients to enter a custom donation amount will always be displayed.
8. [Optional] Check the box to Allow comments from donors to accompany their donation.
9. [Optional] Check the box to Show comments on donation receipt.
10. Check the box to Display to Public if you want clients to be able access this donation.
11. Check the Active box.
12. Click the button to Save Donation Option >>.

This video shows how to create a donation template as well as what the client sees when reviewing donation options.