Features
Giving and Fund Management
Track gifts and funds with the same campus, people, approval, and reporting context used across the rest of operations.
Giving records with donor context
Record giving with fund, giver, amount, payment method, gift date, memo, tags, receipt eligibility, and lifecycle status.
- Track cash, wire, SMS, online, card, check, ACH, and other payment methods
- Connect giving records to people when donor identity is known
- Use tags, memos, statuses, lock state, and receipt eligibility
Funds, targets, and approvals
Funds can carry targets, managers, public visibility, progress, and approval requirements so stewardship workflows stay reviewable.
- Create funds with campus, code, status, target, dates, tags, and managers
- Monitor raised totals, progress percentage, and target likelihood
- Review locked giving and fund changes through finance approval requests
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