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You are here: Home / AAUW CA Projects / Tech Trek - Internal / How to Research a Donation

How to Research a Donation

March 24, 2018

The Members Services Database (MSD) allows branch finance officers to confirm that the funds donated by your branch members went to the intended fund. Using this tool you can view and verify donations for the past 24 months.

Confirming donations is important because there are many options a member can choose when donating online. Sometimes the member inadvertently chooses the wrong destination. The member may have intended to donate to a specific camp but chose STEM, or Tech Trek with no camp name, or Tech Trek – CA.

This tool allows you to identify those donations and contact the member for confirmation. If a donation needs to be adjusted contact:
• [email protected] for AAUW Fund related donations
• [email protected] for Tech Trek related donations

Click HERE to download a copy of the instructions.

Quick Summary of Steps

  1. Log into the AAUW National website using your login and password.
  2. Enter the Member Services Database (MSD) (you have to do this two times)
  3. Choose the “Branch Contribution” items on the left side of the screen.
  4. Click on “more” to see up to 24 months of contributions by individual branch members and the place where that contribution was added.

Detailed Instructions

Log into the AAUW.org website

There are several ways to access the Member Services Database. You will need a login.  You can choose MSD first and then log in or login first and then choose MSD.  You will need your member ID and Password.

  1. Click on MSD or
  2. Click on Login
  3. Enter your Member ID
  4. Enter your password

If you are a first time user you will need to create an account

MSD Login

Enter the Member Services Database

There are several options to access the MSD
1. Click MSD at the top of the screen or
2. Click on Member Services Database at the bottom of the screen

3. Enter the Member Services Database

Donation Step 3

If you are a dual member, pick the branch where you are the financial officer

Donation Step 4

Choose Branch Contribution

Note: Your menu options will be different based on your branch position.

Donation Step 5

You will see the last three donations including:

  1. Donation date
  2. Donate amount
  3. Where the money went
  4. Name of the member who contributed the donation

If you want to see more transactions, click “more”

Donation Step 6

You will be presented with a list of all donations from the past 24 months.

You’ll see three different type of Tech Trek Donations

  1. Donations made to Tech Trek without a camp designation
  2. Donations made to Tech Trek with a camp designation
  3. Tech Trek camper fees

Donation Step 7

You can download the transactions to a spreadsheet

  1. Highlight the list
  2. Copy [Control/C]
  3. Open Excel or another spreadsheetDonation Step 8
  4. Paste [Control/V]

 

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Filed Under: AAUW Fund - Internal, Branch and IBC Finance, Form, Tech Trek - Internal

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