Use this link to share with your colleagues:
Learning Path: Development & Fundraising: https://help.pm.leapevent.tech/a/1547589
Before you begin....
Have you already completed this prerequisite path?
If not, we recommend you complete this path, then come back here!
Do you wear a development hat? Do you help process donations and run fundraising campaigns for your organization? Then this Learning Path is for you! This path will help you navigate all the basic development functions you'll need to complete your daily tasks.
After you complete this Learning Path, you'll understand how to:
- Enter and refund single and recurring Donations
- Track Pledges and Grants
- Send Donation Acknowledgment Letters and Emails
- Use Campaigns
This Learning Path should take approximately one hour and forty-five minutes to complete.
Here's a checklist for you to print out and keep track of your progress:
Click below to jump straight to the topic you're working on today:
Let's do it!
1. Entering & Refunding Donations
Estimated time: 45 minutes
Donation entry is the bread and butter of your development operations... let's jump in!
Got a donation? Great! Whether it's cash, check, or a credit card, you'll need to know how to record that Donation in PatronManager.
Required for all organizations:
Future Toolbox:
Recurring Donations allow you to setup a regularly scheduled gift according your patrons' preferences - monthly, quarterly, or annually.
Required for all organizations:
Did you accidentally enter a donation or need to refund for some other reason? You can do that from the Donation in PatronManager.
Required for all organizations:
In addition to you entering donations, you can also set up Donation Forms for your donors to donate online. These Donation Forms are made right in PatronManager.
Required for all organizations:
Future Toolbox
2. Pledges and Grants
Estimated time: 40 minutes
Pledges and Grants are specific types of Donations you can track in PatronManager.
Are you setup for Pledges and/or Grants?
Check with your supervisor to see if you're all set up with Pledges and/or Grants in PatronManager before you complete this section.
Meet "Pledge" and "Grant" :D
Track donation commitments and their paid installments with Pledges and Pledge Payments.
Required for all organizations:
PatronManager can you help track Grants from application to award with the Grant and Grant Payment Record Types.
Required for all organizations:
3. Acknowledgments
Estimated time: 45 minutes
Special delivery! Donation Acknowledgments are important to help cultivate your patron relationships.
A good Acknowledgment letter or email starts with the right name on the envelope! You’ve got a few options for tracking preferred salutations and acknowledgment names in PatronManager.
Required for all organizations:
Future Toolbox:
Use Mail Merge to quickly and easily create Acknowledgment letters and send them your patrons.
Required for all organizations:
You can also acknowledge incoming gifts with an email, and you can set up automatic email acknowledgments for online donations.
Required for all organizations:
4. Campaigns
Estimated time: 30 minutes
Campaigns have a lot of great functionality! You can organize and monitor your development campaigns, follow the success of a marketing campaign, track attendance to a donor event or gala, and send email marketing messages to your patrons.
Learn all about Campaigns - what they are and what they can do - and how to track your Donations using Campaigns.
Required for all organizations:
5. Test Your Knowledge
Ready to test your knowledge? Take our short quiz to see how well you learned everything in this Learning Path: click here!
Does your role entail more than what's covered here? Head back to our Learning Paths chapter and tackle another Path.
Congrats; you've completed your onboarding!
Head over to your Graduation: What Do I Do Next? for a quick wrap-up and some helpful resources.