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