The Donations Module in MokoCRM allows nonprofit organizations and charitable entities to record, manage, and acknowledge financial or in-kind contributions from donors. It supports donor tracking, receipt generation, campaign association, and financial integration for transparent donation management.
The Donations Module in MokoCRM allows nonprofit organizations and charitable entities to record, manage, and acknowledge financial or in-kind contributions from donors. It supports donor tracking, receipt generation, campaign association, and financial integration for transparent donation management.
🧾 Enabling the Module
- Navigate to:
Home → Setup → Modules → Donations - Click Activate
- Configure default donation types, receipt templates, and tax handling settings
🎁 Recording a Donation
- Go to Donations → New Donation
- Select or create the Donor (as a third party)
- Enter:
- Amount and Date
- Donation type (e.g., one-time, recurring, in-kind)
- Associated campaign (optional)
- Payment method and transaction reference
- Save and generate a donation receipt (PDF)
📨 Acknowledging Donors
- Automatically generate and send donation receipts via email
- Use predefined templates for thank-you letters and tax receipts
- Track whether acknowledgment has been sent or printed
🔗 Integration With Other Modules
- Third Parties: Donors are tracked as contacts for relationship management
- Projects/Campaigns: Link donations to specific fundraising efforts
- Accounting: Reflect donations in revenue and ledger entries
📊 Tracking and Reporting
- Filter donations by donor, date, campaign, or amount
- Generate year-end summaries for donors or compliance
- Export donation lists for tax reporting or CRM analysis
📌 Best Practices
- Use consistent naming for campaigns and donation types
- Reconcile all donations with your bank or payment processor
- Enable automatic receipt generation to streamline acknowledgments
- Maintain detailed donor profiles for relationship building
- Review donation trends to improve fundraising strategies