How do I know who the contributor is when I receive a check with two names on it?

Unless one of the individuals states that the contribution is only from him or her, you will split the contribution between the individuals. ORCA allows you to create "couples" so you only need to enter the contribution once and the software will split it on the C3 for you. Each individual is entered in the system with address, occupation, employer, etc. and is also linked to the "couple name."

To enter a contribution from George and Kay Jones: Transactions>Contributions>Monetary Contribution.

Enter Contributor Name as: George and Kay Jones or George & Kay Jones (The "Couple" name must be different than either of the Individual names)

Choose "Couple" as the type of contact and click OK

In Contact 1 field, enter George Jones. You will then be prompted to enter George's information. When finished, click OK.

You will then be prompted to enter Kay's name as Contact 2 and then prompted to enter her information. When finished, click OK and you will be returned to the contribution screen to complete the contribution. After depositing the contribution from George and Kay Jones, you will see it is split between them on the C3.

NOTE: You may enter two individuals with different last names. (For example, George Jones & Kay Smith.) Be sure to enter their full names in the "couple name" field and in "contact 1" and "contact 2" fields.

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