The Fundraising Module is where you can see and manage all transactions that are recorded in the software and perform a variety of activities including:

  • Viewing all types of transactions on the Gifts grid
  • Entering and managing donations
  • Entering and managing pledges
  • Sending manual thank you letters (acknowledgements)
  • Creating transaction reports
  • Processing refunds
  • Creating online donation pages
  • Creating widgets to show goal progress on your website
  • Managing sponsorships
  • Managing grants

Other types of fundraising, like events, auction, peer to peer campaigns, and memberships are managed in their own modules, however any transactions from these activities will also be shown on the Gifts grid.


Fundraising Module Dashboard


The Fundraising Module's dashboard is built into the software. The four quadrants display statistics associated with the Fundraising Module including:

The top left quadrant will display an annual giving pattern for the last five years. 

  • Clicking on any of the round buttons next to the years will remove them from the display. You can click again to add it back.
  • Hovering over a point on the graph will display the amount.
  • Clicking on it will open a new view on the Gifts grid to display all the transactions included in the amount displayed.


The top right quadrant will display a pie chart of Gifts By “For” by default. The dropdown menu allows you to select the category to display including the For, Fund, Event, Appeal, Type or Location.


The bottom left quadrant will display the transactions received for a rolling twelve months. 

  • You can remove a month from the display by clicking on the bar next to the month in the top right corner.
  • To see more details, you can click on a bar in the graph to open a new view in the Gifts grid to show all the transactions included in the amount displayed.

The bottom right quadrant shows summary information for transactions recorded this week, this month, calendar year to date (CYTD) and fiscal year to date (FYTD). 

  • There is also a display of total outstanding pledge payments and donor retention rate.
  • The donor retention rate is calculated by comparing the number of donors who contributed in the last twelve months verses those who contributed in the previous 12 months.
  • Clicking on any of the boxes (except Donor Retention Rate) will open the list of transaction in the Gifts grid that populate those statistics.



Fundraising Module Sub-Menu


From the Fundraising Module menu, you can access:

  • Gifts - this will display the Gifts grid where you can manually enter gifts, send acknowledgements, and view and report on every transaction that was ever recorded in the software including:
    • General donations
    • New pledges
    • Pledge payments
    • In Kind donations
    • Stock donations
    • Event registrations
    • Memberships
    • Auction purchases
  • Pledges - this is the grid that displays all the pledges. It has two grids:
    • Details grid which shows all the pledge payments that are due for each pledge. This is the initial grid that loads by default.
    • Summary grid which shows one row from each pledge with a summary of the entire balance.
  • Donation Pages - takes you to the grid where you can create and edit your donation pages. There is no limit to how many donation pages you can create and these allow you to create the forms to share for collecting online contributions. People who contribute via a donation page will automatically receive a thank you message via email. All contributions are automatically added to the Gifts grid.
  • Goal Progress - where you can create and edit goal progress widgets (progress thermometers and donuts) to show how you are doing on a specific fundraising goal, like your annual campaign or special event. These widgets include an html code that can be embedded into your website.
  • Sponsorships - where you can create tasks and follow-ups associated with deliverables you owe to your sponsors. It is also where you can track the status of any of those tasks.
  • Grants - opens the Grants grid to view and edit the status of all grant proposals.
  • Mail Merge Gift Templates - where you create the various thank you letters associated with manually entered gifts link general donations, in kind, stock and pledge payments. The data used for the merge fields in these letters is derived from the Gifts grid.
  • Mail Merge Pledge Templates - where you create thank you letters for new pledges and create pledge reminder letters. The data used for the merge fields in these letters is derived from the Pledges - Summary grid.