Fundraising Module Overview & Basic Information 4

• Fundraising Module Overview
• What is a gift?
• What are the gift types?
• Fundraising Terms & Definitions

Gifts Grid 6

• What is the Gifts grid?
• Fundraising Reports
• How do I see the gifts for a specific constituent?
• Where can I see processing fees?
• Why is the Gifts grid not displaying or sorting properly?

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Entering General Donations 16

• How do I enter a donation or general gift?
• How do I delete a gift or transaction?
• How do I edit a gift?
• Why is there something already in the family dropdown box when I do a new gift?
• Why is there something already in the Recognition Name dropdown box when I do a new gift?

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Acknowledging Donations & Mail Merge Gift Templates 14

• 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
• How to Generate Multiple Acknowledgement Mail Merge Letters
• What is the Mail Merge Queue?

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Entering & Managing Pledges 30

• What is a Pledge?
• How do I create a pledge?
• How do I see the pledges for a specific constituent?
• Can a pledge or recurring payments be deleted?
• Can a pledge be anonymous?

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Pledges Grid 5

• What is the Pledges grid?
• Can I export pledge information?
• How do I see pledge payments that are overdue?
• How do I see if a payment has been received?
• Pledge Reports

Pledge Acknowledgements, Reminders, and Mail Merge Pledge Templates 4

• How can I send pledge payment reminders?
• How do I create Mail Merge Pledge Template letters?
• How do I send new pledge acknowledgement letters?
• Sample Mail Merge Pledge Templates

Donation Pages 36

• How do I create/edit a donation page?
• What are the steps to set up an Advanced donation page?
• Advanced Donation Page - Acknowledgement Info
• Advanced Donation Page - Select Template
• Advanced Donation Page - Page Designer

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Goal Progress 1

• Can I share goal progress thermometer on my website?

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?

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Grants 10

• What is a grant?
• How can I track and manage grants?
• How do I identify an organization or constituent as a grantor?
• What can I track on the Grantor Info Tab?
• How do I add a Grant Proposal?

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Online Donations 12

• 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?
• How does a donor make an online donation?
• Can a donor make a recurring donation?

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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?

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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?

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Matching Gifts 6

• 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?
• What if the matching constituent does not exist yet?
• How do I see if a gift has a potential matching gift?

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Tribute Gifts 7

• 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?

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Pending Gifts 6

• How do I designate a pending gift?
• Can I add a new pending type?
• Can I edit or delete a pending type?
• Can I change the order that the pending types appear in the dropdown box?
• How do I see if a gift is pending?

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Soft Credits & Donor Advised Funds 9

• 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?

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ACH Payments 2

• How do I set up ACH Payments?
• How does a donor use ACH as a payment?