Fundraisers

To help manage your organization's relationships with its constituents, you may use fundraisers or constituents who interact with other constituents and prospects on behalf of your organization, to cultivate relationships and solicit giving. For example:

  • Staff members — such as Major Gift Officers — may be responsible for sizable gifts from wealthy constituents and prospects.

  • Volunteers and committee members may spend time to build constituent relationships and ask specific donors for gifts.

  • Board members, trustees, or executives who have been with your organization for an extended period may personally know constituents and be able to secure giving.

  • Donors, who may solicit gifts from friends and family on behalf of your organization through peer-to-peer fundraising.

Add a Fundraiser

To enable someone to manage relationships with constituents or related actions or opportunities and view their assignments in Portfolio, Work center, they must be a fundraiser. When someone is a fundraiser, you can view and assign them to constituents.

A fundraiser must already be a constituent. If the individual is not in your constituent list, add them as a constituent first.

To make a constituent a fundraiser:

  1. On the constituent record, select Mark as, Fundraiser.

  2. Select the fundraiser.

  3. Select Save.

Note: When you mark a constituent as a fundraiser in the web view, the program automatically selects Is a solicitor on their record in the database view and links them to their user record.

Stop Fundraiser Assignments

To prevent a constituent from receiving new relationships or other assignments, you can remove them as a fundraiser.

Tip: Before you stop assignments for a fundraiser, first reassign their work as they'll still appear on any current assignments but won't be available in Portfolio, Work Center.

To stop assignments for a fundraiser:

  1. On their constituent record, select More, then Stop assignments.

  2. Select Stop assignments in the confirmation message.

Note: When you select Stop assignments in the web view, the program automatically clears Is a solicitor on their record in the database view and removes the link to their user record.