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  1. Fundly Support Center
  2. NonProfitEasy
  3. Fundraising

Fundraising

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  • FAQ: Why am I getting Internal error when assigning gift to pledge installment?
  • Raising Money Webinar Recording
  • Engaging Staff, Volunteers, and the Board in Fundraising (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 Gift Part II - Add Donation Online
  • Donations: Taking Online Donations with Fundly CRM (Webinar Recording)
  • Donations: Add In-Kind Gift
  • Donations: Add/Edit Stock 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, Refunding/Crediting, and Voiding Gifts
  • Donations: Managing Recurring Donations (Edit/Update Card/Stop or Cancel)
  • 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
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