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User Manual · Chapter 12 — Donations

Donor

Figure 12.1 — The Donor form. Drawing to be produced after the UI/UX pass: annotated capture of the donor form naming the type picker, the tax ID field receipts are issued against, and the active toggle.

  • Code — the donor number (DNR-…), from the company's number sequence.
  • Name — the giver as they will appear on receipts and reports.
  • Type — Individual or Organization; the cockpit's by-segment view groups giving by it.
  • Email and Phone — how the donor is reached, for receipts and thank-yous.
  • Tax ID — the identifier the donor's receipts and statements carry.
  • Address — the donor's postal address, printed where a receipt needs it.
  • Notes — the relationship's memory: how they give, what they care about, what was promised.
  • Active — inactive donors leave the pickers; their gifts stay in history.

Snapshot: portal-v0-2026-11-10