Guide → Advanced Tools → Donor Management

Donor Management

Track offline donations and manage donor information for complete campaign records

Donor management system is fully available! Track all donations including offline contributions.

The Donor Management system helps you record donations that happen outside the Dasig platform - cash handed directly to you, bank transfers, in-kind donations like rice or medicine, and more. This ensures you have complete records of all support your campaign receives.

Why Use Donor Management?

Complete Records

Track ALL donations, not just online ones. Shows donors the full impact of community support.

In-Kind Tracking

Record physical donations like food, medicine, clothes - not just money.

Donor Recognition

Acknowledge all supporters, even those who donate offline.

Transparency

Show complete donation records for accountability and trust.

Accessing Donor Management

Go to your Profile Dashboard
Click "Donors" in the sidebar
Or navigate directly to /profile/donors
You'll see a list of all your campaigns
Select a campaign to manage its donations

Types of Donations You Can Record

Monetary Donations

Cash or bank transfers given directly to you.

Examples:

Cash handed to you at an event
Bank transfer to your account
GCash, PayMaya, or other e-wallet transfers
Checks received

In-Kind Donations

Physical items donated instead of money.

Examples:

Food supplies (rice, canned goods, noodles)
Medicine and medical supplies
Clothes, blankets, tarpaulins
Hygiene kits, water, baby supplies
Building materials, tools

How to Record a Donation

1
Go to Donor Management
Navigate to /profile/donors
2
Select your campaign
Choose the campaign that received the donation
3
Click "Add Donation"
A form will open
4
Choose donation type
Select "Monetary" or "In-Kind"
5
Fill in donation details
Donor name, amount/items, date, method, notes
6
Set privacy preference
Choose if donor name should be public or anonymous
7
Save the donation
It now appears in your campaign's donation records

Donation Form Fields

Donor Name

The person or organization who made the donation.

Tip: If the donor wants to remain anonymous, enter "Anonymous Donor" or check the anonymous option.

Amount (for monetary) or Items (for in-kind)

For cash: Enter the peso amount. For items: Describe what was donated and quantity.

Example: "50 kilos of rice" or "100 pieces of face masks"

Date Received

When you actually received the donation. Defaults to today.

Tip: Be accurate - this helps with timeline tracking and reporting.

Donation Method

How the donation was given to you.

Options: Cash, Bank Transfer, GCash, Check, In-Person, Other

Notes (Optional)

Additional context about the donation.

Example: "Donated at community event" or "Includes receipt #12345"

Anonymous Option

Hides the donor's name from public campaign pages.

Important: Always respect donor privacy preferences. When in doubt, ask them.

Donation Verification

To maintain transparency and prevent fraud, you should verify offline donations:

📸 Take photos of donations

Especially for in-kind items - shows proof of receipt

🧾 Keep receipts

For bank transfers, checks, or purchased items

✍️ Get acknowledgment slips

Written confirmation from donors when possible

📝 Document in notes

Reference receipt numbers or proof in the donation notes field

Filtering by Campaign

If you have multiple campaigns, the donor management page lets you filter by campaign:

At the top of the page, you'll see a campaign selector
Click to see a dropdown of all your campaigns
Select a specific campaign to manage its donations
Or choose "All Campaigns" to see everything

Organization Context: If you're managing organization campaigns, the filter respects your current organization context (personal vs. org mode).

Donor Management Best Practices

Do This

✓ Record donations immediately
✓ Be accurate with amounts and dates
✓ Keep proof (photos, receipts)
✓ Respect donor privacy wishes
✓ Add notes for context
✓ Thank donors personally

×Avoid This

× Recording fake donations
× Inflating amounts
× Forgetting to record donations
× Sharing donor info without permission
× Vague descriptions
× Deleting donation records

Viewing Donation Records

All donations (both online and manually entered) appear in several places:

📊 Campaign Management Dashboard

See total raised, donor count, and recent donations at /profile/campaigns

💰 Inventory Page

View monetary and in-kind contributions side-by-side at /profile/inventory

🌐 Public Campaign Page

Donors see total raised and recent supporters on your campaign's public page

❤️ Donor Management Page

Full list with edit/delete controls at /profile/donors

Editing or Removing Donations

Careful: Only edit or delete donation records if there was a mistake. Removing legitimate donations hurts transparency.

To Edit a Donation:

Go to /profile/donors
Find the donation in the list
Click the "Edit" button
Update the information
Save changes

To Delete a Donation:

Go to /profile/donors
Find the donation in the list
Click the "Delete" button
Confirm the deletion

Warning: Deletion is permanent and affects your campaign totals.

Troubleshooting

I can't find the Donors page

Make sure you're logged in and have created at least one campaign. The Donors page is at /profile/donors in the sidebar.

If you still don't see it, try:

Refreshing the page
Checking that you're the campaign owner
Going directly to /profile/donors in your browser

My manually entered donations aren't showing on the campaign page

Check that:

The donation was saved successfully (look for confirmation message)
You assigned it to the correct campaign
You're viewing the public campaign page (not still in edit mode)
The page has refreshed (try Cmd/Ctrl + R)

Wait a few seconds - sometimes updates take a moment to appear.

Can donors see that I manually added their donation?

No. On the public campaign page, all donations look the same - there's no indication whether they were made online or recorded manually. This is intentional to avoid confusion and maintain consistency.

How do I record a donation in US dollars or other currency?

The system currently only supports Philippine Peso (₱). If you receive foreign currency, convert it to pesos using the exchange rate on the day you received it, then record the peso amount. Add a note like "Originally $100 USD, converted at ₱56/USD".