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Post donation from a Foundation, not an individual

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  • Post donation from a Foundation, not an individual

    We need an easy way to input donations received by check from family foundations, attribute them to the foundation, not a contact, and send an autoresponder to the foundation account name, not the contact. Virtual Terminal only accepts input of a contact, who is associated with a household account. How can we achieve this?

  • #2
    Good day wtben

    Currently a payment cannot be associated with an "Account".

    You may want to set the foundation as a Contact for now. We are evaluating ways this may be done in release 10.

    Please let us know if we can be of more help.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
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    • #3
      This, then, may connect to my earlier question to which you have yet to respond, One-off send C&P email using template.

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