Giving

Gift Data

• What Giving Categories are Tracked on a Contact Record?
• What Are Passthrough Gifts?
• What Are Premiums?

Online Giving

• How Do I Set Up Virtuous Giving?
• How Do I Manage my Donor Portal?
• How Do I Create a New Giving Form?
• Managing Credit Card Transactions
• Use Custom urls to Set Gift Codes and Values
• How Do Smart Gift Arrays Work?

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Pledges & Recurring Gifts

• What are Pledges?
• Managing Pledge Payments
• Should I Track Pledges as Receivable?
• How do I Cancel or Write Off a Pledge?
• What are Recurring Gifts?
• Pledge or Recurring Gift?

Major Gifts

• What is the Gift Ask Pipeline?
• How Do I Customize Gift Ask Statuses?
• How Do I Set Fundraising Goals for my Team?

Receipts

• How Do I Create Receipt Templates?
• How do I Create an Email Receipt Template?
• How Do I Create a Mail Receipt Template?
• How Do I Receipt Gifts?
• How Do I Send Annual Giving Statements?
• What Merge Tags Can I Use in Mail Receipts?

Grants

• How Do I Create a Grant?
• How Do I Track Deadlines and Reporting Needs for a Grant Award?
• How Do I Attach Grant Documents?
• How Do I Link a Gift With a Grant?

FAQ

• How Do I Edit the Donor on a Gift?
• How Do I Edit the Gift Type on a Gift?
• What Does it Mean to Archive an Import?
• How Do I Sync Gift Data with Quickbooks Desktop?

Giving Integrations

• How Do I Sync Data with Quickbooks Online?
• How Do I Configure Overflow Integration?
• How Do I Configure Double the Donation Integration?
• How Do I Configure Classy Integration?
• How Do I Configure RaiseDonors Integration?
• How Do I Configure iDonate Integration?
• How Do I Configure Giving Fuel Integration?