Tasks

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 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.

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.

Add an appeal to a campaign, change its goal or notes, or delete it, plus why every appeal's identifier must start with its campaign's and what stops a delete.

Turn on a per-fund product override on a campaign or an appeal so gifts made under it use a different fundraising product than the fund's usual default.

Check a campaign's gift and pledge totals against its goal, see its giving broken down by month and appeal, and open the gifts behind a chart column as a query.

Record a contact or organization as a donor before their first gift, then change their donor club, anonymity flag, or custom fields.

Search the donor list by name, contact details, club, giving range, or anonymity, and read the individual and corporate donor counts.

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.

Run Reprocess Donor Club Assignments from Fundraising Setup to bring every donor's totals and club up to date after a rule change.

Read a donor's giving totals, club, gifts, pledges, recurring gifts, and club history right on the giver's own contact or organization page.

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.

Correct a gift's details from its Gift 360 page, delete a hand-entered gift, or cancel the order behind a gift that came from checkout.

Search gifts by date, type, amount, fund, campaign, or anonymity, and open a gift's 360 page to see its splits, soft credits, financials, and linked gifts.

Run Migrate Donation Product Orders to Gifts from Fundraising Setup to create gifts from donation orders placed before you turned on donation conversion.

Enter a gift that didn't come through checkout — a cheque, stock, or a missed donation — and add splits, soft credits, a tribute, or a thank-you gift.

Correct a pledge's descriptive details from the Pledge 360, cancel the order behind a pledge, or delete a pledge that has no order.

Read a pledge's summary, installment schedule, invoices and payments, and the gifts credited to it, all from the Pledge 360 page.

Find open pledges by date, amount, fund, campaign, or timing from the Pledges overview, and see your organization's outstanding pledge totals.

Remove a recurring gift from its record page, and understand that this also deletes every gift it produced and stops its billing.

Change a recurring gift's amount, fund, frequency, or status in the Console, including how to suspend, reactivate, or cancel it, and what a change does or doesn't do to billing.

Search recurring gifts by date, amount, fund, or timing, find every gift one has produced, and see why the Recurring Gifts page might be unavailable to you.

Read the headline figures and twelve-month giving chart on the Fundraising overview, filter by fund, refresh the numbers, and open the records behind a figure or chart column.

Reprocess every donor's club assignment after changing club rules, or turn past donation-product orders into gifts, from the Maintenance page.