Adding and Updating Donor Records

Procedures

A donor record is created for each person or organization that makes a donation.

Adding a New Donor

To add a new donor in LCR:

1. Click the Donations menu. The Enter Donations tab displays a Tithing and Other Offerings form.
2. Click the Donor drop-down field. This displays a list of donors already in your unit.
3. Click Add Donor.
4. Click either Member or Nonmember.
5. If the donor is a member, type in his/her Membership Record Number.
6. If the donor is a nonmember (or a member whose membership records have not yet arrived), fill out the information requested, then click Add Donor.

Updating Donor Records

To update a donor record in LCR:

1. Click Finance on the menu and then Participants.
2. Find the donor and click on the name. For member donors, click Edit to allow the spouse name to display on statements. For nonmember donors, click Edit to make changes to the donor information.
3. Click Save.

Correcting Duplicate Donor Records

If you discover that a donor is listed in LCR under two donor names, you need to merge the two names into one so that all of his or her donations are under one name. Merging records or changing the status of the records will clean up the list.

Note: The names on the donor records must be different in order to be merged; a simple solution to this is to add a middle initial.

To merge two donor records in LCR:

Note: Merging is available for nonmember records for either two nonmember records or a nonmember record with a member record.

1. Click Finance on the menu and then Participants.
2. Find the nonmember donor and click on the name.
3. Click the Merge Donors button at the bottom of the screen. The Merge Donors window opens.
4. In the From Donor field, click the Select button and choose the name of the temporary donor.
5. In the To Donor field, click the Select button and choose the name of the permanent donor (the donor with a membership record number).
6. Click OK.
7. Click Save.