Fundraising Campaigns

The campaigns area of the database allows for the building of various campaigns (Ex: Annual, Capital, Endowment, etc.) that gifts can be associated with.

Configure a Campaign
  1. Click Database in the top navigation bar and select Campaigns.
  2. Click New Campaign.
  3. Enter the following configurations in the popup window:
    • Name - Provide a name for the campaign. This name will display in the dropdown list of the campaign setting of a gift.
    • Folder - Choose to store campaigns in folders, if desired.
    • Start Date - Date campaign begins.
    • End Date - Date campaign ends.
    • Goal - The dollar Amount desired for campaign.

Once a gift is associated with a campaign, that gift will then display on the campaigns page.


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