Fundraising
- Taking Online Donations with Fundly CRM (Webinar Recording)
- Configuring Your System for Donation Entry Webinar Recording
- Configure Funds, Programs, Campaigns, Chart of Accounts, and Account Classes - READ ME FIRST
- Configuration: Ask Array (Required)
- Configuration: Amount Group, Frequency Group, & Recency Groups (Optional - But Recommended)
- Configuration: Campaigns (Optional)
- Configuration: Funds (Required)
- Configuration: Gift Sources (Optional)
- Configuration: Programs (Optional)
- Donations: Add Gift
- Donations: Add In-Kind Gift
- Donations: Batch Gift Entry Part I - Creating and Assigning Batches
- Donations: Batch Gift Entry Part II - Batch Gift Entry
- Donations: Batch Gift Entry Part III - Approving Batches
- FAQ: Recording Donations From Donor Advised Funds and Third-Party Donations
- Donations: Editing Gifts
- Donations: Deleting or Voiding Gifts
- Donations: Managing Recurring Donations
- FAQ: How to Edit a Recurring Donation Schedule
- FAQ: How To Stop a Recurring Donation
- Donation Premiums Part I: Configuration: Premiums (Version 2+)
- Donation Premiums Part II: Configure Premium Rules
- Donation Premiums Part III: Premium Fulfillment (Version 2+)
- Year End Thank Yous, Premiums, and Ask Arrays Webinar Recording
- Donor Prospects: Managing Donor Prospects
- Donor Prospects: Stage of Development Part I - Configure Stages of Development
- Donor Prospects: Stage of Development Part II – Add/Edit Contact Stage of Development
- Employer Matching Gifts Part 1 - Activating 360MatchPro Integration
- Employer Matching Gifts Part 2 - Managing Employer Matching Gifts
- FAQ: How to Record an Employer Matched Donation