Fundraising Purpose Types

Fundraising purpose types are the basis for fundraising purposes. When you add or edit a type, you select characteristics to determine the information that purposes based on the type include. For example, your organization has multiple endowment funds. You create a fundraising purpose type of “Endowment Fund” and select to include donor and financial information. When you create a fundraising purpose based on the Endowment Fund type, the purpose record contains tabs for donor and financial information. Once you create the fundraising purpose types your organization will use, you can create fundraising purposes. For information about how to add fundraising purposes, see Fundraising Purposes.