Concepts

How a campaign and its appeals organize giving toward an effort, why a campaign's dates don't stop gifts from counting, and what the product override setting is meant to change.

How a donor ends up in a giving-recognition club, why automatic placement can override a club you chose by hand, and how far back a donor's club history goes.

A recurring gift record and the billing schedule that actually charges the donor are two separate records that mirror each other automatically, in different directions for different fields.

How Rhythm works out a donor's gift count, total given, largest gift, last gift date, and pledge balance, and what happens to those figures when a gift moves or is deleted.

A pledge is a donor's promise to give a set total over time, paid off in installments, created automatically once its order is paid and fulfilled, or once an unpaid gift order is fulfilled with no payment at all.

What a donor record is, why each contact or organization has at most one, and where a donor's name, notes, and anonymity flag come from.

What a fund is, how fund categories group funds in pickers, how a fundraising product stands in for a fund on an order, and what hiding, switching off, restricting, or limiting a fund actually changes.

The seven gift types and what each one needs, how gifts are numbered, why some gifts can't be deleted, and the account-wide limit on how many gifts you can store.

What a giving process controls behind a donation form, why a donor sees some giving options and not others, and what protects a giving process's fund, campaign, and appeal from being deleted while it's in use.

Why a pledge's status changes on its own, why a refund or void doesn't reduce what a pledge shows as paid, and what happens to a pledge when its order is partly or fully cancelled.

What the number tiles on Fundraising's pages actually measure, why a figure doesn't change right after you enter a gift, and how to get a fresh answer instead of the one Rhythm kept from earlier today.

How a paid order for a fund automatically becomes a gift, which fund and giving process it uses, and what happens to that gift when the order is cancelled or reduced.

How each payment collected against a pledge turns into its own gift, how that payment is split across funds and soft credits, and what a refund or void actually does to it.

Each charge a recurring gift produces becomes its own gift record, linked back to the recurring gift that produced it, and deleting the recurring gift deletes every one of those linked gifts too.