Donor Management

Donor Management Glossary

Adding a View for the Relationship Tab

Adding People to a Household

Adding Tags to a Relationship Profile

Adding a Task for a Relationship Profile

Adding Donors to a Group

Adding Organizations to a Relationship Profile

Allocating Campaign Donations to Funds

Applying a Donation to a Pledge

Changing the Pledge for a Donation

Adding an Appeal to the System

Adding an Appeal to a Campaign

Locating a Campaign

Generating Receipts

Generating Pledge Reminders

Generating Donation Acknowledgements

Editing Contact Information for a Relationship

Editing a Relationship's Donor Management Development Information

Adjusting Donations and Pledges

Adding Tags to the System

Adding a Relationship Profile

Adding a Note to an Appeal

Adding a Note to a Relationship Profile

Adding a Note to a Campaign

Adding a Group

Adding a Fund

Adding a Document to an Appeal

Adding a Document to a Relationship Profile

Adding a Document to a Campaign

Adding a Document Template

Adding a Campaign

Adding a Batch of Donations and Pledges

Generating Donation/Gift Acknowledgements

Generating Pledge Reminders

Generating Year-End Donation Report

Update Donor Categories in Bulk

Donor Management: Primary Addressee and Primary Salutation

Educate Donor Management: Person Import

Use this article to guide you through completing the Educate person_template csv for import.

Educate Donor Management: Person Relationship Import

Use this article to guide you through completing the person_relationship csv for import.

Porting People from School

Step-by-step article on how to pull students and/or contacts from the Educate School Module.