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Donors

Overview

The Donors module maintains a registry of all funding organizations. Donors are linked to programs (many-to-many) and their details are used in report cover pages and financial summaries.


Data Structure

FieldTypeDescription
iduuid
orgIduuidOwner org
namestringFull donor name
codestringShort abbreviation (e.g. "USAID", "GIZ")
typeenumDonor classification
countrystringDonor country of origin
websitestringOptional URL
contactNamestringPrimary contact
contactEmailstringContact email
notestextInternal notes

Donor Types

TypeExamples
bilateralUSAID, FCDO, GIZ, AFD
multilateralUNICEF, WHO, World Bank, EU
privatePrivate foundations, corporations
ngoInternational NGO sub-grants
governmentHost government funding
otherAny other source

Managing Donors

Via UI

Navigate to SettingsDonors & Funders.

Features:

  • Search/filter by name or type
  • Add new donors with the + New Donor button
  • Edit or delete from the action menu in the table
  • Type badges with color coding

Via API

http
# List donors
GET /orgs/:orgId/donors

# Create donor
POST /orgs/:orgId/donors
{
  "name": "United States Agency for International Development",
  "code": "USAID",
  "type": "bilateral",
  "country": "United States",
  "contactName": "John Smith",
  "contactEmail": "jsmith@usaid.gov"
}

# Update
PATCH /orgs/:orgId/donors/:id
{ "contactEmail": "new@usaid.gov" }

# Delete
DELETE /orgs/:orgId/donors/:id

Linking Donors to Programs

Donors are associated at the program level (not project level), since a program typically represents a single funding agreement.

http
POST /orgs/:orgId/programs
{
  "name": "WASH for All",
  "donorIds": ["uuid-usaid", "uuid-giz"]
}

Or update later:

http
PATCH /orgs/:orgId/programs/:id
{ "donorIds": ["uuid-usaid", "uuid-giz", "uuid-new"] }

Inline Donor Creation

In the New Program form, the Donor Combobox allows you to type a new donor name — if it doesn't exist in the registry, a prompt appears to create it on the spot. The new donor is saved and automatically linked to the program.


Donors in Reports

When a report is assembled, the donor's name and logo appear on the cover page. If a program has multiple donors, all are listed.


API Reference

MethodPathDescription
GET/orgs/:orgId/donorsList donors
POST/orgs/:orgId/donorsCreate donor
GET/orgs/:orgId/donors/:idGet donor
PATCH/orgs/:orgId/donors/:idUpdate donor
DELETE/orgs/:orgId/donors/:idDelete donor

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