Tracking Donations by Donor for non-profit animal rescue using Home and Business

kkmeding

New to using Home and Business for a small non-profit animal rescue. What is the best method to track donations by donor (person)? Currently, we setup each donor as a Tag. Goal is track amount of donations per donor, cash or in-kind. In addition, a donor could reimburse the rescue for bulk food purchase and using a tag for a donor complicates the tracking of donations. We didn't use Quick Books since there are no paid employees. Thank you for suggestions.

NotACPA

It seems to me that the problem with tracking donors by TAG is that you can't associate any contact info with a tag.

I'd take a look, since you're running H&B, at using CUSTOMERS as donors.

THEN, among other things, you could actually send your donors reports at year-end about what they had donated.

If a donor makes a pledge, record it as an Account Receivable ... and pay off that receivable when you actually receive the money.

If they just straight donation (no pre-donation pledge) I'd still use the A/R function ... and just record it as paid at the same time

You can use the various Line Items (on A/R) to distinguish between cash and in-kind donations.

If a donor reimburses you for a purchase, you'd STILL use the A/R function..