How to Capture a New Individual Donor

Use this form to add a new individual donor to your database.

Mandatory Fields: the following fields are required in order to be able to save the donor.

1. First Name
2. Last Name

Section 18A Required Fields: the following fields must be completed if you would like to issue a Section 18A certificate to the donor.

1. First Name
2. Last Name
3. Nature of Person
4. Initials
5. Contact Number
6. Contact Email
7. Identification Type
8. Identification Number
9. Income Tax Number
10. Address Line 1
11. Postal Code

NB: Section 18A certificates cannot be issued via the system without all of the above information.

Rules and Validation

Identification Number:

• If you choose "South African ID Number" as the donor's "Identification Type", the system will validate to ensure that the given "Identification Number" is a valid "South African ID Number".

  

  
  

Address:

• By default, addresses are auto-filled using Google Maps. If your address in not available on Google Maps (e.g. postal address), please ensure the "Province" is captured in "Address Line 3".

Date Of Birth:

• If a valid "South African ID Number" is entered in the "Identification Number" field, the "Date of Birth" is automatically extracted and populated.

  
  

Requires 18A Certificates:

• This switch indicates whether or not the donor requires a Section 18A certificate for each of their donations. If switched on, then all Section 18A required fields become mandatory in order to save the donor.

Saving Donor Information

When a donor is captured successfully, you have the option to 'Capture a Donation' for the donor.

Click 'Yes, continue!' to capture the new donation or 'No', and you will get a blank new donor form to capture another donor.