Fundraising
Set up and edit funders and legacies.
By Cristiana1 author6 articles
- Create a legacyFollow these steps to set up a legacy.
- Fundraising tab totals do not match incomeFollow these steps if a report on the total donations from a contact does not match the value on the Fundraising tab.
- Incorrect donor statsFollow the guidance in this article if the Income Summary under the Fundraising form does not match payments showing under the Income form.
- Change the primary applicant on a fundraising applicationFollow these steps to edit the primary applicant on a fundraising application.
- Make a contact a prospectThis article explains how to mark an unmark a contact as a prospect.
- Donor category defined in the Fundraising tabThis article explains how Access Charity CRM determines and assigns donor roles when the Update Donor Statistics process is run.