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Fundraising Module
Basic Gift Information
24
What is a gift?
What are the gift types?
What is the Gifts Grid?
How do I add a donation or general gift?
How do I find the Gifts Grid?
View all 24
Creating Online Donation Pages
23
Using the Advanced Donation Page Designer
What are the steps to set up an Advanced donation page?
What are the steps to set up an Simple donation page?
Can I change the way the online donation form looks?
Can I add my logo to the online donation form?
View all 23
Managing Online Donations
16
Will I be notified when a new online donation is made?
Can a donor make a recurring donation?
Does the online donation get recorded into DonorView automatically?
What happens if the donor does not exist in my DonorView account yet?
What are the required fields that a donor will have to fill out?
View all 16
General Gifts
7
What are the payment types?
Can I add a new payment type?
Can I edit or delete a payment type?
Can I change the order that the payment types appear in the dropdown box?
Could a gift be given anonymously?
View all 7
Tribute Gifts
6
What is a Tribute Gift?
How do I designate a tribute gift?
Can I add a tribute type?
Can I edit or delete a tribute type?
Can I change the order that the tribute types appear in the dropdown box?
View all 6
Matching Gifts
5
What is a Matching Gift?
How do I designate a matching gift?
Will it record the gift on the matching constituent?
What if the matching constituent does not exist yet?
How do I see if a gift has a matching gift?
Split Gifts
7
What is a Split Gift?
How do I enter a Split Gift?
Can I split any gift type?
How do I add a new row for a split gift?
How will my split gift appear on the gift grid?
View all 7
Soft Credits
8
What is a Soft Credit?
How do I enter a soft credit?
How do I enter multiple constituents for soft credits?
What if the constituent receiving soft credit does not exist yet?
Can I edit a soft credit?
View all 8
Pledge Basic Information
21
What is a Pledge?
What is the Pledges grid?
Can I export my Pledges?
How do I add a Pledge?
How do I find the Pledges page?
View all 21
Pledge Schedules
11
What is a pledge schedule?
How do I customize the pledge payment schedule?
How do I create a pledge schedule that is based over a certain number of years?
How do I refresh the pledge schedule for changes that I’ve made to the terms of the pledge?
How are the due dates calculated?
View all 11
Pledge Payments
6
How do I see if a payment has been received?
How do I enter a pledge payment?
How do I record a partial pledge payment?
What if the donor paid more than what was due?
Can I edit a pledge payment?
View all 6
In Kind Gifts
10
What is an In Kind Gift?
How do I enter an In Kind gift?
Can an In Kind gift be anonymous?
Can an In Kind gift be a split gift?
Can an In Kind gift be a tribute gift?
View all 10
ACH Payments
2
How do I set up ACH Payments?
How does a donor use ACH as a payment?
Sponsorships
10
What is a Sponsorship?
How do I create a Sponsorship?
Can I delete a sponsorship?
How do I assign Tasks for Sponsorship Follow Ups
How can I update Sponsorship Follow Ups?
View all 10
Grants
10
What is a grant?
How do I tag an organization or constituent as a grantor?
What can I track on the Grantor Info Tab?
How do I add a Grant Proposal?
What if I have more than one grant proposal for the same Grantor?
View all 10
Mail Merge Templates
13
What is a Mail Merge Template?
Where can I find Mail Merge Templates?
How do I create a Mail Merge Template?
What Mail Merge Fields are available?
How to Generate Single Mail Merge Letters
View all 13
Goal Progress
1
Can I have a stand alone Fundraising Graphic?