News

New Module - Future Giving/ Fundraising

 
Fundraising Projects

Keep track on campaigns. Track project expenses and target versus donations and pledges. 

Reporting shows current breakdown of all projects.

Project Intro
 
Pledges

You can record pledges against a contact or organization for a project or with no project specified.

When donations are assigned to the same project for the contact, the remaining pledge amount is reduced. 

Pledges Info
 
Proposals

Create organization proposals and track multiple ongoing tasks.

Proposal Info
 
Bequests

Record and report on legacy giving. 

Bequest Info
 
Future Giving Reports

Projects
Pledges
Proposals
Bequests

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