Fundraising Hub

The Fundraising Hub gives privileged team members one place to review giving activity, donor relationships, wishlist needs, and setup status without leaving the main workspace.

You can access it from the main navigation under Fundraising.

Page Layout

The page starts with Record Donation and New Donor actions in the header. Under that, four summary cards show:

• Received: total received giving from your donation ledger
• Pending Reconciliation: pending gifts that still need staff review
• Wishlist Needs: open wishlist items your organization is tracking
• Donors: donor profiles in your account

Below the summary cards, the hub uses a two-column layout:

• The left sidebar shows setup status and fundraising shortcuts.
• The main column shows pending reconciliation, recent gifts, wishlist needs, and donor activity.

Setup Status

The setup status panel links to the settings that make public fundraising work:

• Payment Methods: Stripe and external methods such as PayPal, Venmo, Cash App, Zelle, Bitcoin, or Ethereum
• Donation Amounts: suggested giving presets shown in public donation dialogs
• Public Donations: whether visitors can make general public donations from your shelter profile or full-profile embed
• Public Wishlist: whether public wishlist items can appear on your shelter profile or full-profile embed

Completed steps show a Ready badge. Incomplete steps show Needs Attention and link to the related settings page.

The Fundraising Shortcuts panel gives quick access to payment methods, donation amounts, and public support settings. Each shortcut shows whether the related setup is configured, enabled, or inactive.

For a full launch checklist, including Stripe Connect, public profile visibility, donation presets, and public wishlist item settings, see Set Up Public Fundraising.

Activity Panels

The hub's main panels are shortcuts into the underlying records:

• Pending Reconciliation shows the oldest pending donation records first, with donor identity, created date, amount, and status. Use View All to open the Donations page filtered to pending donations.
• Recent Gifts shows the latest donation records and links into the Donations page with a search query for the gift.
• Wishlist Needs shows open wishlist items with category and status, and links to each wishlist item profile.
• Donor Activity shows recent donor records with email and status, and links to donor profiles.

Use the hub for daily triage, then open the linked feature page when you need deeper filtering, editing, or record history.

Permissions

The Fundraising Hub requires privileged access. Users without the required permission will see a permission notice instead of fundraising data.

Related

• Set Up Public Fundraising: turn on Stripe donations, public wishlist funding, and public support actions
• Donations: review and reconcile money gifts, wishlist funding, item pledges, adoption donations, and manual gifts
• Donors: manage supporter profiles and giving history
• Wishlists: track needed items, public wishlist visibility, and fulfillment progress
• Public Donations: accept general and wishlist donations from your public shelter profile or full-profile embed
• Payment Methods: configure Stripe and external payment options
• Donation Amounts: configure suggested public donation amounts