Use this link to share with your colleagues:
Mastering Grants and Pledges in PatronManager: https://help.pm.leapevent.tech/a/1876269
Grants and Pledges make up an important portion of your fundraising efforts. But how do you best track these sources of giving when you expect to receive them in multiple installments over a period of time? Join us as we dive deeper into the unique data structure for these types of contributions, how to track them in PatronManager, and how to report on them.
Recorded August 2024.
Additional Resources
- Introduction to Record Types (with Video Tutorial)
- The Very Best of Lightning's New Features
- How to Set Up Pledges
- How to Track Pledges in PatronManager
- How to Track Grants and Grant Payments in PatronManager
- How to Report on Your Donation Pipeline and/or Accounts Receivable
- All About the Client Community
- Configuring Pledges for Moves Management
- How to Use the Fiscal Year Applied Field
- Page Layouts: Change the Way Your Accounts, Contacts, and Donations Look
- How to Create a New Stage for Donations