Fundraising
Donors, funds and campaigns, gifts, pledges, recurring gifts, and giving processes.
Subjects
- Concepts14 articles
What Fundraising's records are and how they fit together.
- Get Started1 article
Set up Fundraising for your account in the right order.
- Tasks24 articles
Day-to-day work in Fundraising, one goal per article.
- Portal10 articles
What members and visitors do with Fundraising on the Portal.
- Configure17 articles
Setup for Fundraising: one article per setting group.
- Reference4 articles
Statuses, permissions, and what Fundraising does automatically.
- Troubleshooting4 articles
Symptoms, causes, and fixes for Fundraising.
Common Tasks
- Build a Fundraising Report in the Query Center
Start a report from one of Fundraising's eight query types, know what each brings in, and add the giver's membership details when you need them.
- Process a Gift or Pledge for a Donor
Take a gift or pledge with payment on a donor's behalf in the Console, choosing a giving process, entering the details, and completing checkout.
- Give a Gift or Pledge Online
Make a one-time gift, start a monthly gift, or pledge an amount over time on your association's Portal donation form, signed in or not.
- Choose a Fund, Campaign, or Appeal in a Console Form
How the shared fund, campaign, and appeal pickers behave everywhere staff record or edit a gift, pledge, or recurring gift, including why they remember your last choice and filter each other.
- Create and Change a Campaign
Create a campaign with dates, a goal, and an image, mark it active or inactive, and change one later, including why its dates don't actually open or close it.
- Find, Open, and Delete a Campaign
Search for a campaign by name or date range, open its record page, and delete a campaign together with its appeals, plus what stops a delete and why the Delete button can still appear when you lack permission for it.