Fundraising Overview

The fundraising module in Personify covers the management of campaigns, appeals, funds, and recognition structures by employing a different type of accounting when compared to other Personify modules (i.e. cash-basis versus accrual). Additionally, it tracks how much money has been contributed, collected, given by each donor, and what is still due. Personify fundraising also includes a Moves Management capability which can form the basis for sales force automation.

The Personify fundraising module includes support for the following types of donations:

· Cash gifts with cash-basis transactions

· Pledges

· Asset gifts such as art or other tangible goods with and without financial transactions

· In-Kind and Trade for Services with and without financial transactions

· Matching-Gifts

· Memo only gifts

· Planned Giving

· Stock gifts

· Perpetual donations

· One-click donations

Fundraising involves collecting donations through the fundraising process or pursuing long-term pledges and gifts over time. Fundraising can interact with many other subsystems within Personify, such as:

· Meetings

· Subscriptions

· Membership

· Marketing

The Fundraising subsystem involves a concept of “hard credits” and “soft credits.” A hard credit is defined as the person responsible for providing the donation (the ship-to customer). A soft credit is defined as a person involved with providing the donation, such as a solicitation team (the bill-to customer).

Before you begin setting up Fundraising using this section, please see Defining Organization Unit Fundraising Parameters for more information on setting up the Fundraising defaults and parameters.