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. Select Database on the top navigation bar and select Campaign.
  2. Select Insert. A popup appears (pictured).
  3. Enter the following configurations:
    • 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 - Dollar amount desired for campaign.
  4. Click Save

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

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