Fundraising Setup

To Navigate to the Fundraising Setup page:

1. Open the Modules Menu and select Fundraising.
2. On the Fundraising Overview, click the Fundraising Setup link.
3. The Fundraising Setup Profile page appears with several child forms that you may edit to set up the drop-down menus that appear throughout the Fundraising module.

Pledge Types are used in planned giving.

To add a Pledge Type:

1. Go to the Fundraising Setup page.
2. On the pledge type child form, click the Add button. The Add - Pledge Type window displays.
3. On the Add - Pledge Type window, enter a code.
4. Enter a description.
5. Click Save.

Gift Types indicate the type of charitable donation. When you add a donation from the Add Fundraising Gift or Add Fundraising Pledge form (or through the eWeb site), you must select a gift type from the gift type drop-down list. Some gift types require associated system options to be assigned to them to function correctly. View the Gift Type topic for more information.

Examples: cash gift, in-kind gift, memorial gift, pledge payment, soft credit gift, stock gift

To add a Gift Type:

1. Go to the Fundraising Setup page.
2. On the gift type child form, click the Add button. The Add - Fundraising Gift Type window displays.
3. On the Add - Fundraising Gift Type window, enter a gift type.
4. Enter a gift type description.
5. Click Save.

Soft Credit Types can be specified in Fundraising setup for the purpose of classifying soft credit types such as fundraising events, advertising, and conventions as opposed to hard money donations.

To add a Soft Credit Type:

1. Go to the Fundraising Setup page.
2. On the soft credit type child form, click the Add button. The Add - Soft Credit Type window displays.
3. On the Add - Soft Credit Type window, enter a soft credit code.
4. Enter a description.
5. Click Save.

Recognition Type is the kind of recognition a donor wants to give someone (e.g., recognition in honor of, or in memory of someone).

To add a Recognition Type:

1. Go to the Fundraising Setup page.
2. On the recognition type child form, click the Add button. The Add - Fundraising Recognition Type window displays.
3. On the Add - Fundraising Recognition Type window, enter the type of recognition.
4. Click Save.

Note: You may also use the Tribute functionality to designate a previously set up honoree and fund when making a donation. View the Tribute topic for more information on using this functionality instead of recognition types to note the differences.

A Recognition Level is determined by the overall number of donations or pledges made by a constituent. You may specify different recognition levels such as bronze, silver, gold, diamond, and so forth with minimum and maximum amounts each that must be met to attain the level by a constituent. You may also specify whether or not soft credits are to be counted as part of a level. Recognition levels may be set for funds and campaigns.

To set up a Recognition Level:

1. Go to the Fundraising Setup page.
2. On the general recognition level child form, click the Add button. The Add - Recognition Level window displays.
3. On the Add - Recognition Level window, enter the recognition level such as bronze, silver, gold, and so forth.
4. Enter a minimum amount that must be contributed to reach that level.
5. Enter a maximum amount that will be reached before the next level is achieved.
6. Specify if soft credits are to be included as part of this level by selecting the include soft credits check box.
7. If the recognition level should also be tracked at a specific fund level, select that fund in the fund code drop-down.
8. Click Save.

Once constituent recognition levels have been set-up, each constituent profile will detail what level has been achieved.

Note: Price Attributes may also be set up based on Recognition Levels.

Enabling and Tracking Fund and Campaign Recognition Levels

As noted, recognition levels may be tracked at the fund or campaign level so that specific recognition is granted for each if desired. However, to do so, you must take a few additional steps to make sure they track correctly.

For example, only gifts made toward funds with the track recognition level check box enabled during fund set up have recognition level tracked for a specific fund as opposed to just general constituent recognition level tracked.

To ensure that all recognition levels for funds and campaigns are set up and tracked correctly, make sure you complete the following steps:

• Add Constituent Recognition Levels in fundraising setup (described in previous section) to track general constituent recognition levels.

• Set up Fund Recognition Levels on the fund recognition level child form on the fund profile of the specific fund that you want to track recognition levels for. Make sure that the track recognition level check box has been selected when adding the fund as well.

• Set up Campaign Recognition Levels on the campaign recognition level child form on the campaign profile of the specific campaign to track recognition levels for that campaign as well.

Once recognition levels have been set up for each type of level you want to track (constituent, fund, campaign), you must ensure a stored procedure runs nightly to determine which recognition level per constituent has been met.

Note: To track all recognition levels, a SQL scheduled job must be created to run a stored procedure titled np_update_recognition_level, which will then be run nightly to update a constituent's recognition level. Further, the sum of all contributions made within the last 12 months is recorded and then checked against the recognition level (general or fund code) in question to decide if the criteria has been met to award the recognition level. If desired, this 12-month time frame can be modified through the RecognitionLevelCycle system option and increased or decreased as desired. A SQL scheduled job should not to be confused with a NetForum Scheduled Task which is a different procedure.

Once everything is in place, your constituent, fund, and campaign recognition levels will appear on the Constituent profile in two different child forms; the fund recognition level child form and the campaign recognition level child form. Each recognition level per fund and/or campaign that the constituent has achieved is detailed on the child form.

You can create Donor Categories to track information about a constituent or donor.

Example: Former Donor, Donor Prospect, Major Giver, Compatible Interests, Benefactor, Sponsor, Patron

To add a Donor Category:

1. Go to the Fundraising Setup page.
2. On the donor category child form, click the Add button. The Add - Fundraising Donor Category window displays.
3. On the Add - Fundraising Donor Category window, enter a donor code.
4. Enter a donor description.
5. Click Save.

You can create Major Gift Status to assign a status to a major gift such as active, pending, and on hold.

To add a Major Gift Status:

1. Go to the Fundraising Setup page.
2. On the major gift status child form, click the Add button. The Add - Major Gift Status window displays.
3. On the Add - Major Gift Status window, enter a status.
4. Click Save.

You can use the fundraising system options child form to view and edit system options associated with the Fundraising module. Note that changing or editing some system options is not recommended.

To view or edit a fundraising system option:

1. Go to the Fundraising Setup page.
2. On the system option child form, click the Edit button next to the system option you want to modify. The Edit- System Option window displays.
3. Make the appropriate changes as needed.
4. Click Save.

Important! Modifying system options may cause unexpected results with how a module or even your entire entity functions. You should not modify a system option unless you are confident of what changes will be made.

You can create VIP Types to track information about specific types of fundraising constituents.

Example: Board Member, Founder

To add a VIP Type:

1. Go to the Fundraising Setup page.
2. On the VIP type child form, click the Add button. The Add - VIP Type window displays.
3. On the Add - VIP Type window, enter a vip type.
4. Enter a vip type description.
5. Click Save.

You can create Fundraising Source Codes to track the impetus of specific fundraising gifts and donations.

To add a Fundraising Source Code, use the following steps:

1. Go to the Fundraising Setup page.
2. On the Source Code child form, click the Add button. The Add - Source Code window displays.
3. Enter the name of the Source Code in the source code field. This is name that will be displayed in iWeb wherever this Source Code is used.

   Note that the source code type field is automatically filled in. This is because netFORUM recognizes that the source code is being created from a Fundraising object.

4. Enter the name for this Source Code as you wish it to be seen on eWeb in the eweb code field.
5. Set the start date and end date for this Source Code in the appropriate fields.
6. Use the field and field value drop-down fields to tie other attributes to the source code that users may click on such as fund, purposes, and so forth. For complete details on how to use source codes, refer to the Source Code topic.
7. Click Save.

You may decide that you want to delete a value from a drop-down list that you have previously created. netFORUM allows you to either delete a previously created value or to hide/disable it. There is a slight difference between the two. The rules are:

• You may delete a value if it has not been used elsewhere. For example, if you have created a Gift Type that is now in use, you may not permanently delete it from future use. You must hide and disable it from future use.

• If you hide and disable a value and then decide you want to use it again, you must recreate it. There is no 'show' option.

Deleting Values

To Delete a Value From a Drop-down List:

• On the Fundraising Setup page, on the appropriate child form, find the record you would like to delete and click the Delete button.

• You will receive a warning message. Click OK to delete the item from the child form.

Note: After a drop-down list item is used, you will not be able to permanently delete the item. However, you can hide the record so that it does not show in the list by disabling it. To disable the record, check the hide/disable record? check box (see below).

Hiding/Disabling Values

To Hide/Disable a Value From a Drop-down List:

• On the Fundraising page, on the appropriate child form, find the record you would like to hide and click the edit button.

• Select the hide/disable record? check box and click Save. This removes the value from all of the drop-down lists.

Note: There is no show option to reverse the hide option. If you need the value again, you must add it again.