Recording an Offline Donation

In this course, you’ll learn how to record offline donations — like cash or check gifts — in the WeGive dashboard.

We’ll cover:

• Recording an offline donation from the Payments table or a Supporter record
• Selecting the donor and specifying payment type (cash or check)
• Entering the donation amount, tracking number, and optional check image
• Adding related details like campaign, designation, or tribute
• Publishing the donation to ensure it’s properly recorded in your system

By the end, you’ll know how to accurately log offline gifts to keep your fundraising totals and donor records complete.