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iMIS Fund Raising Task List

Select Fund Raising from the Navigation bar

Enter and edit gifts

Opens the Enter and edit gifts window used for entering and editing gifts and pledges.

Process payments

Opens the Process payments window used for entering gift and pledge payments.

Enter and edit adjustments

Displays a sub-menu containing the following items:

Set up appeal expenses

Opens the Set up appeal expenses window used to enter and edit appeal expenses.

Manage requests

Opens the Manage requests window used to manage and search requests.

Generate reports

Opens the Generate Reports window used to generate reports and receipts.

Generate executive reports

Opens the Generate executive reports window used to generate reports for fundraising executives. The reports available from the Generate executive reports windows are a subset of those available from the Fund Raising Generate reports window, and cannot be renamed or modified

Set up tables

Displays a sub-menu containing the following items:

Set up module

Opens the Set up module window.

Fund Raising Help

Opens iMIS Help in a separate window.

See Also

Fund Raising Overview

iMIS Fund Raising System Capabilities

About iMIS Fund Raising

How Fund Raising integrates with other modules

Fundraising Terms


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