fundraisingManager 1.0
This video takes a look at a donation record (opportunity) in your fundraisingManager salesforce instance.
Fri, 8 May, 2020 at 12:50 AM
This video shows you all the receipting capabilities available to you in fundraisingManager. fundraisingManager is CRA-compliant in creating receipts, gener...
Fri, 22 May, 2020 at 4:45 PM
With fundraisingManager, you can indicate a donation as Anonymous. This enables your organization to respect a donor's privacy and not include an anonym...
Thu, 4 Feb, 2021 at 3:15 PM
In the unfortunate instance where a receipt needs to be cancelled and replaced, fundraisingManager streamlines this process while maintaining the history an...
Wed, 8 Sep, 2021 at 4:43 PM
When a user or donor states that the gift is from an organization a few things change for data entry. i) the user must enter the Company information ...
Wed, 17 Jun, 2020 at 5:41 PM
To reverse or refund a payment processed through the payment gateway you must complete the following steps. Create negative payment on opportunity with...
Fri, 26 Jun, 2020 at 5:18 PM
Setting a minimum amount can be useful to reduce the adminstrative effort involved with managing gifts. To enforce a minimum amount of donations in don...
Thu, 22 Oct, 2020 at 7:27 PM
General Allocation Units can be a great way to manage how your donor's gifts will be spent. GAUs can be allocated based on a planned campaign or for spe...
Fri, 15 Jan, 2021 at 1:27 PM
When using iATS and fundraisingManager there are times when the iats postback doesn't create data for one-time or recurring donations. To reconcil...
Thu, 13 Jan, 2022 at 2:52 PM
Recognized charities, such as Foundations and Churches that collect donations and gift or grant to other charities are not eligible to receive tax receipts ...
Wed, 6 Jan, 2021 at 5:51 PM