Gift Essentials Courses

Gift Essentials Courses

Constituent Essentials Gift Essentials Query Essentials Export Essentials Report Essentials
1-3 of 3 results

Understanding Gift Records

Nov 01, 2021

Welcome to our course, "Understanding Gift Records"! In this course, we'll demystify the concept of Gift Records and delve into their anatomy in both Database View and Web View (NXT). Explore the Gift Tab, Miscellaneous and Soft Credit Tab, Matching Gift, Tributes and Attributes Tab, Split Gifts Tab, and Additional Information. Join us for a comprehensive journey into decoding the intricacies of Gift Records.

Understanding Campaigns, Funds and Appeals (Part 1)

Oct 11, 2022

Between campaigns, funds, and appeals, campaigns are the broadest type of record because they define your overall fundraising objectives. Campaigns act as an umbrella over funds and appeals. A single campaign can have multiple funds and appeals under it. If your organization has many designated purposes for gifts, you may have numerous funds and only a few campaigns.

Understanding Campaign, Funds and Appeals (Part 2)

Oct 12, 2022

Between campaigns, funds, and appeals, campaigns are the broadest type of record because they define your overall fundraising objectives. Campaigns act as an umbrella over funds and appeals. A single campaign can have multiple funds and appeals under it. If your organization has many designated purposes for gifts, you may have numerous funds and only a few campaigns.

1-3 of 3 results

We use cookies to improve the performance of our site, to analyze the traffic to our site, and to personalize your experience of the site. You can control cookies through your browser settings. Please find more information on the cookies used on our site here. Privacy Policy

Connect + Share