Open More > Fundraising to see giving activity and the setup that supports it. Access requires the Privileged or Admin role.
Actions and Metrics
The page header provides:
- Record Donation
- New Donor
- Campaigns
Giving Trend
Choose a date range (All Time, This Month, Last month, Last 90 Days, or Year to date) to update two panels:
- Received charts gifts received over the period.
- Source breaks the same gifts down by source.
A rail above them shows Setup status for payment methods and donation amounts, and Public support for public donations and the public wishlist, with links to change them.
Daily Work Panels
- Pending Reconciliation highlights gifts staff still need to confirm and links to the pending Donations view.
- Recent Gifts shows the latest donation activity.
- Wishlist Needs links current needs to their item profiles.
- Donor Activity links recent supporters to donor profiles.
Use the panels for triage, then open Donations, Wishlist, or Donors for full filtering and record history.
Campaigns
Open Campaigns from the Fundraising header to create goal-based appeals. Each campaign can have a goal, start and end dates, status, description, and wide cover image. Turn on Show on public page to let supporters direct Stripe or Square gifts to an active campaign.
Campaign profiles show amount raised, goal progress, donor and gift counts, and recent campaign gifts. Editing a campaign can replace or remove its image. Saving waits for an image that is still uploading, and an image still uploading when you cancel is discarded. Deleting a campaign keeps its existing donations in the ledger but removes their campaign attribution.
Receipts and Statements
Open a received donation to issue a numbered PDF tax receipt. You can record any goods or services value, download the receipt, email it to the donor, or void it with a reason. A donor's profile offers a Giving Statement action for a year-end PDF summary of their receipted gifts; until one of their gifts has an active receipt, it explains that a receipt is needed first.
Configure the legal name, tax ID, tax-exempt status, receipt signatory, and receipt footer text in Settings > Organization Details > Tax and receipts before issuing official documents.
Public Support Setup
Review public support readiness in Public Fundraising Readiness. Configure payment methods and suggested donation amounts in Settings, and manage public visibility on the relevant profile or wishlist item.