Giving and funds
Online gifts from your giving page and the gifts your team records by hand, cash, check, card, transfer, all land on one ledger, split by fund as they arrive. Give a fund a target and watch raised totals, progress, and an honest read on whether it will get there. Filter by month, status, or payment method, and answer what came in this week without stitching three exports together.
- One ledger. Online, cash, check, card, wire, and ACH gifts sit side by side, each with its fund, status, and memo.
- Fund targets. Set a goal and dates on a fund, then track progress and whether it is on pace to meet it.
- Known givers. When the giver is known, the gift ties to their People record, so a giver's whole story is one search away.