Fundraising

Fundraising Overview   PAGEREF _Toc338070425 \h 1

How Fundraising integrates with other features 2

Fundraising terms 3

Navigation for Fundraising  5

Gifts and Pledges  7

Gifts and pledges overview  7

Entering a single gift or pledge  7

Editing gifts and pledges 19

Viewing gifts and pledges 21

Deleting gifts and pledges 23

Adding a donor record  23

Sending a customized acknowledgement letter 28

Entering memorials and tributes 30

Entering split gifts 33

Adding notes 35

Entering an installment pledge  37

Entering matching gifts 42

Attaching premiums 45

Checking for duplicate donor records 45

Issuing reminders and thank you letters at gift entry  46

Rapid Gift Entry  48

Enabling web-based Rapid Gift Entry  48

Setting defaults for Rapid Gift Entry  49

Using Rapid Gift Entry  50

Fundraising Payments  51

Fundraising payments overview  51

Using credit memos and debit memos 57

Entering appeal expenses 68

Fundraising Event Registrations  71

Registering for a fundraising event 71

Entering event payments 74

Event GIFT and MEETING activities 76

Fundraising History  77

Customers Fundraising tab  78

About Fundraising tab access 84

Fundraising Requests  84

Requests overview  84

Managing request activities 85

Importing request activities 90