Fundraising Purposes

You can create fundraising purposes based on purpose types and specify date ranges and goal amounts for these purposes. You can also group purposes by category, such as annual, operating, or endowment, so you can quickly view all purposes in the same category in searches and reports.

After you add fundraising purposes, you can arrange them hierarchically so multiple purposes roll up under one overarching purpose. For example, you may have an annual fund as a top-level purpose. Within that fund, you can have several sub-purposes for various initiatives, such as your Building Initiative and Student Life Initiative. For every fundraising purpose, you can specify designations and determine how to distribute funding and credit revenue to goals in reports.

Before you add a fundraising purpose, you must configure the fundraising purpose types. The selected type determines the characteristics and options available for the purpose. For information about how to configure purpose types, see Fundraising Purpose Types.