Fundraising Purpose Types for Stewardship
Before you steward donors and other constituents associated with a fundraising purpose, you configure fundraising purpose types to support the information your organization tracks and provides in stewardship efforts.
To create a purpose type to support stewardship, select Has donor information and Has financial information on the Add a fundraising purpose type screen. For fundraising purposes you base on this type, you can provide donors financial information such as fund balances, gains and losses, contributions, and disbursements. For information about how to add a fundraising purpose type, see Fundraising Purpose Types.