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Ask an Expert: Grants, Pledges, and Matching Gifts: https://help.pm.leapevent.tech/a/1432621
It's simple enough to process a donation when you're handed a check. But what about more complicated donations? Whether you're asking a major donor for a large gift or tracking a pledge, PatronManager can handle that! Join us as we go over our best practice recommendations and answer questions about:
- Pledges
- Grants
- Matching Gifts
- Soft Credits
- Anonymous Donations
We recommend setting the video quality to 720p (click on the gear at the lower-right of the embedded video) and watching the video in full-screen mode, if possible.
Related articles and resources:
- How to Track Pledges in PatronManager
- How to Add the New Pledge and New Pledge Payment Actions to Page Layouts
- How to Report on Your Donation Pipeline and/or Accounts Receivable
- How to Track Grants and Grant Payments in PatronManager
- How to Add the New Grant and New Grant Payment Actions to Page Layouts
- Salesforce Trailhead module about Paths
- How to Create a Matching Gift
- How to Add Soft Credits or Solicitors to a Donation
- Introduction to Record Types (Video Tutorial)
- All About Salutations and Donor Recognition
- How to Pull a Program List for Donor Acknowledgment