Fundraising Module
Information about the functions and activities performed in the Fundraising Module including financial reporting, pledge management, and donation pages.
Entering General Donations16 articles
- How do I enter a donation or general gift?
- How do I delete a gift or transaction?
- How do I edit a gift?
Online Donations13 articles
- What is an online donation?
- Will I be notified when a new online donation is made?
- How do I know a gift was an online donation?
Acknowledging Donations & Mail Merge Gift Templates14 articles
- How do I acknowledge a donation, in kind gift, or pledge payment?
- How do I send or print a donation receipt?
- How to Generate Single Acknowledgement Mail Merge Letters
Pledges Grid5 articles
- What is the Pledges grid?
- Can I export pledge information?
- How do I see pledge payments that are overdue?
Pledge Acknowledgements, Reminders, and Mail Merge Pledge Templates4 articles
- How can I send pledge payment reminders?
- How do I create Mail Merge Pledge Template letters?
- How do I send new pledge acknowledgement letters?
Donation Pages35 articles
- How do I create/edit a donation page?
- What are the steps to set up an Advanced donation page?
- Advanced Donation Page - Acknowledgement Info
Grants10 articles
- What is a grant?
- How can I track and manage grants?
- How do I identify an organization or constituent as a grantor?
Matching Gifts6 articles
- What is a Matching Gift?
- How do I designate a matching gift?
- Will a matching gift entry record the gift on the matching constituent's record?