Fundraising

Fundraising purposes Fundraising purposes are the reasons your organization raises money and these purposes indicate how to designate your donors’ gifts. You can specify the purpose types your organization uses (such as funds, initiatives, programs, projects, etc.) and then add instances of those types, such as the Library Building Fund. are the reasons your organization raises money and these purposes indicate how to designate your donors’ gifts. You can specify the purpose types your organization uses (such as funds, initiatives, programs, projects, etc.) and then add instances of those types, such as the Library Building Fund.

You establish relationships between your purposes to reflect the way your organization handles designations When a purpose needs a designation to directly accept revenue, you can create and associate a designation with a purpose. A designation is not always necessary. At times, you may need to create a purpose for roll up reporting for a hierarchy.. For example, you may want to break some purposes down into sub-purposes that support a larger cause. This hierarchy enables you to track totals for individual purposes in the context of the larger effort. You can specify goals for your purposes and track recipient, donor, and financial information. You can run a variety of reports to determine the effectiveness of your fundraising activities.

When a purpose needs a designation to directly accept revenue, you can create and associate a designation with a purpose. A designation is not always necessary. At times, you may need to create a purpose for roll up reporting for a hierarchy.