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