Fundraising Module Overview & Basic Information
Overview of the Fundraising Module and basic information on the tools and workflows.
Fundraising Module OverviewThe 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 - Send…4 min readWhat is a gift?The word "gift" is generally synonymous with a donation in fundraising terminology, whether it is a donation of cash, stock, services, physical materials, or a pledge. Within the software, the Gifts grid in the Fundraising Module will also show all transactions, including member…1 min readWhat are the gift types?When manually entering a contribution, there are 8 different gift types. They are: 1. General – a one-time cash donation. Cash donations include payments made by check, credit cards, gift cards, pre-paid subscriptions, and ACH transactions. 2. Pledge – a promise to pay in the fu…2 min readFundraising Terms & DefinitionsDonorView uses some unique terminology and may be different that what you are used to. Please review the list below so that you are clear on how these terms are used when recording different transactions in the software. Gift - When entering a new contribution, DonorView uses th…4 min read