Fundraising Setup

Fundraising Overview

How Fundraising integrates with other features

Fundraising terms

Navigation for Fundraising

Gifts and Pledges

Gifts and pledges overview

Entering a single gift or pledge

Editing gifts and pledges

Viewing gifts and pledges

Deleting gifts and pledges

Adding a donor record

Sending a customized acknowledgement letter

Entering memorials and tributes

Entering split gifts

Adding notes

Entering an installment pledge

Entering matching gifts

Attaching premiums

Checking for duplicate donor records

Issuing reminders and thank you letters at gift entry

Fundraising Payments

Fundraising payments overview

Using credit memos and debit memos

Entering appeal expenses

Fundraising Event Registrations

Registering for a fundraising event

Entering event payments

Event GIFT and MEETING activities

Fundraising History

Customers Fundraising tab

About Fundraising tab access

Fundraising Requests

Requests overview

Managing request activities

Importing request activities

Fundraising Overview

Gifts and Pledges

Fundraising Payments

Fundraising Event Registrations

Fundraising History

Fundraising Requests