Fundraising & Membership

Membership

• Setting Up Membership: Tiers and Your Member Roster
• How Membership Renewals Work
• Automatically Invoicing Membership Renewals
• Letting Members Join and Renew Online

Grant Tracking

• The Grant Lifecycle: From Award Letter to Final Report
• Tracking Grants: Recording Grant Income and Spending
• Grant Reports: Balances and Activity by Grant

Campaigns

• Running an Order-Taker Fundraiser
• Tags: Tracking a Project, Event, or Appeal Across Your Books
• Understanding Campaigns
• Campaign Landing Pages: Give Each Campaign Its Own Giving Page
• Tracking Pledges for a Campaign