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Fundraising

FAQ: Hur bör vi hantera återbetalda donationer?

“Vi har fått donationer från en person som ska återbetalas.  Själva återbetalnignen är lätt att hantera i betalningssystemet och i...

Gifts and Major Gift Opportunities by donor type

  A common requirement in fundraising is to report gifts and gift opportunities by type of donor, e.g. from individuals,...

How come the “total gift amount” does not exactly match the sum of “paid” and “pledged” donations?

For all gifts, the sum of all payments should match the gift amount. Gifts with some payments not marked as...

How should we register oral gift promises?

Q: When fundraising, we sometimes recieve an oral promise of a gift, before the formal deed of donation or contract is...

How to query for persons with specific birthdays coming up

It is easy find your important donors, volunteers or alumni who have special birthdays coming up, and get their contact information for...

I want to register a potential donation (major gift opportunity) from a donor that I want to keep confidential. What is your recommendation here?

Our suggestion is that you create a person named “Anonymous #1”, and connect the major gift opportunity to that person....

Release notes

2022 Juni It is now possible to edit an incoming application from the administrative interface [CE] Better handling of organizations...

When processing online donations, how is contact information updated?

When processing an online donation, you first want to decide if a new person should be created, or if the...

When should I delete and when should I inactivate a major gift opportunity?

If you have a discussion with a potential donor, that end without a donation, inactivate the major gift opportunity. You...

Why can I have multiple donors for a gift, but only one potential donor for a major gift opportunity?

The idea is that if you have discussions with multiple potential donors, you create multiple major gift opportunities, since they...