Open Fundraising from the main navigation to see giving activity and the setup that supports it. Access requires the Fundraising Manager role; administrators and Privileged members inherit that access.
Actions and Metrics
The page header provides:
- Record Donation
- New Donor
- Campaigns
Four metrics summarize:
- Received: received amount, with total recorded giving as context
- Pending Reconciliation: pending amount and records awaiting confirmation
- Wishlist Needs: active wishlist item count
- Donors: donor profiles on file
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 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. 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. When a donor has active receipts, their profile offers a Giving Statement action for a year-end PDF summary.
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.
Setup Rail
The right rail summarizes:
- Saved payment methods
- Donation amount presets
- Current public support availability
- Current public wishlist availability
Shortcuts open Settings > Payment Methods, Settings > Donation Amounts, Donations, Donors, and Wishlist. If no payment method or preset exists, the page calls out the missing setup.