Fundraising

Fundraising Setup

Customizing Fundraising Drop-Down Fields

NetForum uses drop-down lists for easy data entry. Some drop-down lists have baseline information that may need to be changed to make the list more organization-specific or to make data appear in them at all. For example, in the case of fundraising, different recognition levels may created for funds and campaigns.

Bold text on the interface is an indicator that the field is required data and must be completed before the form may be saved. Other data fields, check boxes, and drop-down lists may be conditional This means that they are affected by others and may not appear, for instance, unless another field is completed first, or are not required but available if you need them.

You can add, edit, or delete data from the Fundraising Setup pages just as you would from any NetForum child form. However, once a data element is used on a profile page or form, it can be disabled or hidden but not deleted.

You can access the Setup links from the Fundraising Overview page.

Note: The Fundraising Setup Page can also be accessed by mousing-over the Overview tab and clicking the Fundraising Setup link

Fundraising Workflow

The following workflow is the recommended order when setting up and managing your fundraising tasks in NetForum:

1. Use Fundraising Setup and access each child form to set up your fundraising drop-down fields as needed. This should be one of your first tasks since these fields are used when adding other fundraising objects such as pledges, gifts, campaigns, and so forth.
2. A way to earmark money for certain causes is through the use of a Purpose Code. Purpose Codes can be created and tied to Fund Codes so that when money is donated to a fund, it can be designated for specific purposes. Create your purpose codes for your funds before attempting to set them up so you can state their intended purpose.
3. Ensure that your email marketing campaigns and templates that will be used for gift and donation confirmations are set up to your liking in the Marketing module since you will be assigning them when you set up your default campaigns and appeals and so forth. You should also consider tribute acknowledgment templates and any call to action templates you may use. You may create them and copy them from the baseline templates that come with your entity. If you do not set them up early, you must do so before you launch your campaigns and appeals and go back and add them.
4. Create a default and/or beginning campaign, appeal, and package. You will be asked for these 3 objects when you create your first fund (and any time you add a fund). You may always set up additional campaigns, appeals, and packages later as needed. Remember to set campaign recognition levels if needed.
5. Create your funds as needed. Update the fund fee to sell online if applicable. Set price qualifiers and a confirmation template for the fund. Assign campaigns to the fund as needed under the related campaigns child form. Assign additional purposes to the fund through the purposes child form. Add Fund Recognition Levels if applicable. Add a source code to be used in marketing emails. Finally, add gift and pledge interest codes if applicable on the interest code child forms.
6. Once your fund is created, create any premiums you wish to distribute for gifts or donations made to the fund.
7. Create constituents from CRM records. If you use the fundraising module frequently, consider creating constituents automatically or as a module.
8. Once constituents are created, donations on eWeb, Gifts of all types (soft credit, recurring gifts, in kind, stocks, matching programs,premiums) may be set up and managed. Major gift opportunities may be arranged. Pledges may be set up and Tributes may be managed.

The most common tasks within Fundraising are displayed directly on the Overview page and can be accessed by simply clicking the respective icon. These, along with other common tasks, can also be found in the Group Items.

Add a Constituent

Add a Gift

Add a Pledge

Add a Tribute

Add a Fund

Add a Purpose Code

Add a Campaign

Add an Appeal

Add a Fundraising Package

Add a Premium

Add a Gift Opportunity

The NetForum Fundraising module works in conjunction with other NetForum modules including:

• Accounting - track funds, enter accounting journal entries, create invoices, and other standard accounting processes
• Marketing - to manage e-mail campaigns, create fundraising correspondence templates (thank you letters), and manage mailing lists
• Inventory - to add the merchandise used for fundraising premiums
• A-Score - to tie interest points to fund donations and pledges to change A-Score ratings.