Allocate Donations

Allocating a new donation: 

After you're invited by a funder to create a new True Impact report, you'll need to connect that report to the relevant allocation in order for your donor to see the report. Follow these steps to get started:

1. Go to your To-Do page: Find the allocation task on your to-do page. It lists the donor's name, amount, funded program, and received date. If you do not see an allocation on your to-do page, double check that you're logged into the account that the reporting invitation was sent to. 
2. Click "allocate" from the to-do task: This opens the allocation pop-up window where you'll complete the process. 
3. Click "Add Allocation": You'll do this once per program this donation supported. If the donation funded multiple programs, you'll repeat steps 3–6 for each one.
4. Select or create the program: Choose the program this portion of the donation funded.
   1. Select an existing program from the dropdown 
   2. Add a new program (A "program" is a discrete initiative that you can create a unique impact report on) 
5. Select the program year: Choose the year the funds were (or will be) used towards. This might differ from the date you received the funding. If your program period spans two years, such as an academic year, select the year the program begins in. (Example: A report spanning Sept., 2024 - August, 2025 will select 2024)
6. Enter how much of the donation went towards the identified program:
   1. If the funding went towards one program, this will be the total donation amount.
   2. If the donation was used across multiple programs, identify the amount that went towards the first listed program and then follow steps 3-6 until each program the funding was used towards is listed. Ensure your total adds up to the full donation amount.
      
7. Review and confirm allocation: Ensure the allocation information looks correct and then click "Next".
8. Define the contribution purpose: Select the purpose of the contribution. Choose one of the following options:
   1. To support the operations of an existing program (most common)
   2. To upgrade infrastructure, systems, staff, or other resources or capacities of an existing program
      1. If this option is selected, you'll be asked: Is this upgrade intended to increase the number of people the program can serve?
9. Determine contribution significance: Specify the contribution's importance:
   1. The first three options will classify the donation as foundational, essentially claiming that without this donation, the program would not exist (less common)
   2. The last option is identifying it as an important contribution, but not responsible for the existence of the program. 
      
10. Click "Next" to finish the allocation process.
11. Click "Go to this report" to start working on it.

 A video walkthrough of this full process can be seen here:

Reallocating an existing donation 

If a donation has already been allocated to a report but needs to be moved, you'll first need to detach it from its current report before reassigning it.

1. Click Donations in the top navigation menu
2. Open the filter dropdown and select Donor
3. Select the donor associated with the donation you want to move
4. Find the donation and click on it to open its details
5. In the pop-up window, click "Where did this donation go?" to view where it's currently allocated
6. Click "Detach the allocation" — this unlinks the donation from its current report. No information is deleted.
7. The pop-up will update to show an "Allocate $X" button — click it to begin the reallocation
8. Follow the allocation steps at the top of this article to assign the donation to its new report