Fundraising Purposes for Stewardship
When you create a fundraising purpose based on a type that includes donor and financial information, the Donor Information and Financial Information tabs appear on the purpose. The Donor Information tab displays the constituent name, gift amount and date for each donation to the purpose. On this tab, you can identify which constituent established the purpose and which donations represent the corpus or original funding of the purpose. From the Financial Information tab, you can enter financial data about the fund. The stewardship report, which is part of the stewardship package you link to the purpose, includes the information from these tabs.
From the Add a purpose screen in Fundraising, you can link a stewardship package to a fundraising purpose, define the statement that appears at the top of the stewardship report, determine how often the package should be sent to stewardship recipients, and define funding information. From the purpose’s Stewardship tab, you can select which donors and other constituents receive the stewardship package you selected. For information about how to add a fundraising purpose, see Fundraising Purposes.