Configure

Follow Fundraising's built-in setup checklist in its recommended order, from donor clubs and funds through giving processes and settings, and learn why a new account already has a starter fund category.

Understand which staff can create, edit, and delete fund categories, funds, and fundraising products, and what a signed-in Portal member can and can't see about them.

What an integration can do with funds, fund categories, campaigns, appeals, and fundraising products beyond what the Console offers, and the account boundary every request is held to.

Turn on automatic gift creation from donation product purchases, map each donation product to a fund, and set up soft credits that follow a donor's relationships automatically.

Set up the rule sets stored in your Fundraising settings that place donors into clubs, credit related people automatically, and turn donation purchases into gifts, and understand why each one can refuse to save.

Create, rename, reorder, deactivate, and delete the donor clubs your organization recognizes givers with, and understand what happens to a club once donors are placed in it.

Create, rename, reorder, deactivate, and delete the fund categories that group funds under headings in every fund picker.

Create, change, and delete the fundraising products that stand behind a gift to a fund, and understand why they never carry their own price.

Set the default giving process, default fund, and default checkout settings your Fundraising account falls back on, and understand what can't be deleted while the settings name it.

Create and edit the funds donors give to, set their business unit, category, restrictions, and annual limit, and understand what stops a fund from being deleted.

Decide what donors can do on a giving process's donation form — suggested amounts, fund choice, recurring gifts, pledges, tributes, anonymous giving, acknowledgements, and donor instructions.

Create a giving process, copy it into a new one, deactivate or delete it, credit its gifts to a campaign and appeal, and give it its own payment settings.

Set up the receipt emails donors get after a gift or pledge and the notification a tribute honoree receives, and preview each one by sending it to an address of your choice.

Send a pledge receipt preview from a real pledge to an address of your choice, manage installment schedule status, and avoid the save error that comes from turning Pledges off before Pledge Receipts.

Create thank-you gifts from your merchandise, assign them to gift-amount ranges on a giving process, and understand what stops a premium from being deleted.

Add a recurring gift's amount and frequency to a giving process's gift receipt, and understand that there's no separate receipt or preview for the recurring gift itself.

Give staff one of Fundraising's three ready-made access levels — read only, day-to-day user, or administrator — and see which level opens Setup, Settings, and Maintenance.