Art Center Canvas provides a streamlined way to manage online donations, including those made by donors who do not log into an account. This guide will walk you through handling anonymous donations, transferring donations to the correct donor account, and ensuring proper record-keeping. --- ## **Handling Anonymous Donations** When a donor makes a contribution online **without logging into an account**, the system assigns the donation to an internal account called **Anonymous Online Sales**. - **Why does this happen?** - The donor enters their **name and address** for credit card processing, but the donation is not linked to an existing account. - The system stores the name and address in the **Notes section** of the donation for reference. However, this setup makes it difficult to match donations to specific individuals, especially if an existing account holder forgets to log in before donating. To ensure all donations are correctly attributed, you can **move donations from the Anonymous account to a real donor account**. --- ## **Transferring a Donation to the Correct Donor Account** To move a donation from the **Anonymous Online Sales** account to a specific donor: ### **Step 1: Locate the Anonymous Donation** 1. **Search for the Anonymous Account** - Enter **account ID 49** in the **Quick Search box** and press **Enter**. - Click on the **Giving** tab. - Click **See Detail** to view donations linked to this account. 2. **Find the Donation to Transfer** - In the **Giving History** display, locate the donation you want to move. - Click once on the donation to select it. - The donation details will appear on the right. --- ### **Step 2: Move the Donation** 1. Click the **Move** button. 2. A transfer dialog box will appear. --- ### **Step 3: Choose Transfer Options** You have two options: - **Select the Target Account Type:** - **Person** (for individual donors) - **Organization** (for company or group donations) - **Select What to Transfer:** - **Donation Only** – Moves the donation but leaves the original transaction record in the Anonymous account. - **Donation & Transaction Record** – Transfers both, ensuring full financial accuracy. _(This is the recommended option.)_ --- ### **Step 4: Assign the Donation to the Correct Donor** 1. **Start typing the last name** of the person (or the organization name). 2. **Wait for Canvas to display matching accounts.** 3. **Select the correct account from the list.** - ⚠ **DO NOT manually type the name**—the selection must be made from the system-generated suggestion list. 4. Once selected, Canvas will auto-fill the **name and account number**. --- ### **Step 5: Complete the Transfer** 1. Click **Move** to finalize the transfer. 2. The donation will now appear under the correct donor’s giving history. ✅ **The donation is now successfully attributed to the right donor!** --- ## **Key Considerations** - **Why move a donation?** - To **accurately track donor contributions** in their account history. - To ensure donations appear correctly in donor reports and acknowledgments. - **What happens if I move only the donation (not the transaction)?** - The donation will appear in the new account, but the original transaction record will still exist under the **Anonymous Online Sales** account. - This might cause discrepancies in financial reports. - **How do I prevent donations from going to the Anonymous account?** - Encourage donors to **log into their accounts** before making a donation. - If frequent anonymous donations occur, consider adding a **prompt or reminder** on the donation page. --- By following this guide, you can ensure that **donations are properly recorded, donor histories remain accurate, and financial reports are clean**.