Giving Basics
- Grants vs. Gift Asks
- How is the Tax-deductible Amount of a Gift Calculated?
- How Do I Link a Gift with a Planned Gift?
- What Giving Categories are Tracked on a Contact Record?
- How Do I Customize My View On The Gifts Page?
- What Are Passthrough Gifts?
Projects
- How Do I Edit a Project?
- Getting Started With Projects
- How Do I Create a New Project?
- What is the Project Statements Tab?
- How Do I Customize Project Settings?
- How Do I Set Project Goals?
Campaigns
- How Do I Manage Peer-To-Peer Fundraising?
- How Do I Plan My Campaigns Before Building Them In Virtuous CRM+?
- What Does it Mean to Discard Segmentation?
- What are my Segment Limitations?
- What Are Campaigns?
- How Do I Create A Campaign?
Pledges & Recurring Gifts
- How Can I Manage 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?
Gift Processing
- What is Gift Aid?
- How Do I Import Recurring Gift Schedules in Bulk?
- How Do I Track Gift Aid?
- What is the Gift and Contact Import Tool?
- How Do I Create a Gift Batch?
- How Do I Enter a Gift?
Receipts
- How Do I Receipt Stock Gifts?
- How Can I Use Receipting Groups?
- Canadian Receipting in Virtuous CRM+
- How Do I Receipt Gifts?
- How Do I Create Receipt Templates?
- How do I Create an Email Receipt Template?
Acknowledgments
Online Giving
- Virtuous Giving Flowchart
- How Do I Reconcile Gifts in Virtuous Giving?
- How Can a Donor Update Their Donation Details in the Donor Portal?
- How Do I Create a Pledge Form?
- How Do I Configure Payments Powered by Stripe?
- Understanding Processing Fees and Transaction Limits with Payments powered by Stripe
Major Gifts
- What is My Portfolio?
- How Do I Create a Planned Gift?
- How Do I Create a Gift Ask?
- How Do I Link a Gift with a Gift Ask?
- What is the Gift Ask Pipeline?
- How Do I Customize Gift Ask Statuses?