TUMoney: Add offline donation/donor

SwimOffice Admin - Super User or TUMoney Admin - Full Access

When someone makes a cash or check donation, follow these steps to add the offline donation to either one participant or divide between multiple family members participating.

  1. In the side menu click TUMoney > Event Fundraising Admin.
  2. Click Results tab.
  3. Click Add Offline Donor.
    Add Offline Donor
  4. You will see the Date of the currently active campaign. If you want to add the donor to a different campaign, click [Select], then click Select by the desired campaign.
  5. Click Find Participants.
    Click to Add Offline Donor
  6. Enter a Last Name if desired and click Search.
  7. Click Select by the desired participant. If this will be divided between more than one family member, once you select you will be given the option to divide the donation.
    Split donation option
  8. Click either Donate to one participant or Donate to the Family.
  9. Enter the donation amount for either one or multiple members.
  10. Fill in the donor's email address (use a fake one or your own if you cannot obtain their real one), optional donor comments, and whether to show donor name and/or address.
  11. Select Check or Cash and enter the Check Number if the former.
    Payment Method
  12. Click Donate Now.
  13. Close the confirmation window. Note: This step does NOT automatically email an invoice to the donor.
  14. Click the Display ALL button or use your filters to view the newly added donor.
  15. See the below article to approve the offline donor.

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See Also
Approve an offline donor
Send receipts to donors
What will the Account see in their invoice for dollars donated?

TUMoney

  1. TUMoney VIDEO Tutorials
  2. TUMoney - Event Fundraising First Steps Intro & Launch
  3. TUMoney: Promote event fundraiser - email information to team
  4. Event Fundraising - Parent setup guide for their child/athlete/participant
  5. TUMoney - Can I have more than one fundraising system up?
  6. TUMoney - Fundraising and billing - How the donation is accounted for in individual accounts
  7. TUMoney: Can someone donate online without a selecting a participant?
  8. TUMoney Fundraising Detailed Report
  9. Fund Raising Integration with Billing System
  10. TUMoney - Incentive ideas
  11. TUMoney - Address book will not import on Mac
  12. How can I set my Fundraising Event to only include specific Roster Groups?
  13. How come I don’t see my fundraising program that I just created?
  14. How do I generate my Top Performer Reports?
  15. TUMoney: Add offline donation/donor
  16. TUMoney: Approve an offline donor
  17. TUMoney: Clone a fundraising event
  18. How do I create an Excel report that includes donor information?
  19. How do I delete an offline donation?
  20. TUMoney: How donors can split donation between family members
  21. How do I email the team account from the event fundraising system?
  22. TUMoney admin access levels
  23. Enable non-Super User to administer TUMoney platform
  24. Generate report that shows overview of how TUMoney fundraising event is progressing by Account
  25. How do I generate financial reports based on the recipient/participant of the fundraising dollars?
  26. TUMoney: Finalize Swim-A-Thon and submit to USA Swimming Foundation
  27. How do I generate reports detailing my donors by program?
  28. Sponsor Center - Different levels of sponsorship and team site view
  29. TUMoney: Assign/move donation in general account to specific member(s)
  30. How do I search for a Sponsor?
  31. How do I send an email to accounts that have not sent Fundraising material to donors?
  32. TUMoney: Send receipts to donors
  33. How do I setup incentives for my Fundraising event?
  34. How do I track the number of donor emails sent from TUMoney Event Fundraising?
  35. How do I turn off a fundraiser?
  36. How do I turn off the Incentive Tracking Tab that is publicly viewable?
  37. How do I turn on the TUMoney tab?
  38. How do I turn on/off the Fundraising Module?
  39. How do sponsors sign up using the sponsor center?
  40. TUMoney: Turn on/off the lap tracker
  41. How much does my team get back from sponsors who sign up in Sponsor Center?
  42. TUMoney: When is processing fee applied for offline donations?
  43. Splitting the TeamUnify online donor processing fee with donors in a fundraising event
  44. Sponsor Center
  45. TUMoney - Receipt information EIN/Tax exempt information
  46. TUMoney and your billing system
  47. What is a donation level setup?
  48. What is the Donor Processing Fee option located in the Event Fundraising Setup Tab?
  49. Where can I see my Lifetime vs Active event fundraising?
  50. Why won’t my image upload in Event Fundraising Setup?
  51. TUMoney: Swim-a-Thon donation refund
  52. TUMoney: Promote fundraiser on Facebook
  53. TUMoney: Change/edit a paid/approved donation

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