Online Help

 Help Table of Contents

Creating and Managing Honorary, Memorial, and Personal Funds

Although Personal Fundraising is designed to enable your constituents to create and manage their own funds, you can create funds on their behalf and edit fund information, including responses to any additional questions that were added to the Champion Information page.

Personal Fundraising is accessed from the Fundraising options on the navigation bar.

Click one of the following links for information about:

If you will be creating a large number of funds or entering a large number of gifts and want to track them in one group, you may want to set up a Batch ID that tracks all of the funds or gifts that you have entered at one time. For assistance, refer to Using Batch IDs for Gift and Fund Processing.

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Understanding Funds and Fund Types

You can create a new fund on behalf of a constituent who then becomes the champion of the fund. To create the fund, you will enter the name and basic information about the fund (which the champion can edit later), biographical and contact information for the champion, as well as any seed gift and registration fee (in cash or check) that the champion has given to you.

The difference between the three types of funds is in the information provided. In an:

  • Honorary Fund, the champion wants to specify the name and contact information of the person in whose honor this fund is being established (referred to as the Honoree) as well as select to send a notification to the email address of this Honoree each time a donation has been made to the fund.
  • Memorial Fund, the champion wants to specify the full name of the person being memorialized with this fund and then supply the name and contact information for a Next of Kin representative that can be sent an email notification each time a donation has been made to the fund.
  • Personal Fund, the champion wants to specify only their own contact information without honoring a specific person

You can make the fund private, which means it will not display in fund searches and lists and can be accessed only by people that have the link to it. This may be useful if the fund champion wants to customize the fund page before accepting donations on it.

When you create a fund, a personal Web page (referred to as a fund page) is automatically created for the fund champions to tell their personal story with text and pictures to encourage family and friends to make monetary donations to the cause.

You will have access to the fund pages in order to edit them (for example, to fix typographical errors) or disable them if you receive complaints about objectionable material.

In addition, the pages may contain a Guest Book that visitors and donors can sign with their names and personal comments. You can edit the instructions for the Guest Book and delete Guest Book entries on behalf of the fund champions

As of Version 5.4, a site option may be enabled that makes visitors who want to enter a comment enter a special character sequence displayed on the page (referred to as a challenge-response or Captcha) to verify that they are a person, not a software application, SPAM-bot, or other ineligible entity.

After you create a fund, the system will send the champion an autoresponder email that thanks them, provides their login information, and directs them to the Champion Center where they can customize the fund page, send emails appealing for support, and so on.

If the Page Approval feature has been enabled, changes to a fund page must be approved before it can be published for viewing on your site.

You can also record any cash or check gifts that were collected for a fund offline directly in the appropriate fund Donation List and confirm the gifts when your organization receives them.

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Creating an Honorary Fund

When you create an Honorary fund, you must enter the fund name, the name and email address of the fund champion, and the name and email address of the person in whose honor this fund is being established (referred to as the Honoree). If the champion has provided additional information (such as a residential address, fund description, goal, or seed gift), you can enter it now or leave it for the fund champion to fill in from the Champion Center. Note that the fund champion can edit the information entered here.

Note: To create a fund where a Next of Kin representative instead of the fund Honoree is preferred, refer to Creating a Memorial Fund. To create a fund with only the champion information, refer to Creating a Personal Fund.

After you create a fund, the fund champion should receive an autoresponder email that thanks them for their participation, provides their login information, and directs them to the Champion Center where they can customize the fund page, send emails appealing for gifts, and so on.

If you will be creating a large number of funds and want to track them in one group, you may want to set up a Batch ID. For assistance, refer to Using Batch IDs for Gift and Fund Processing.

To create an Honorary fund:

  1. In the Personal Fundraising Campaigns list, click Manage from the Actions column of the appropriate campaign. The Funds list page displays.
  2. Click Create an Honorary Fund. The Enter Details page displays.
  3. On this page, for:
    1. Fund Name, enter a descriptive label for the fund that helps identify who the fund is honoring. Visitors and administrators will be able to search on this name to find the fund, and the name will display in search and fund lists unless the fund is marked private.
    2. Fund Description, enter a statement that describes the Honoree or purpose of the fund. Visitors and administrators will be able to search on keywords from this description.
    3. Fundraising Goal (if displayed), enter the amount the champion hopes to raise through this fund. This goal will display on the fund page and the Champion Center Progress page if goal setting is enabled for the campaign.
    4. Private Fund, click the Yes, make this a private fund checkbox to keep this fund from displaying in fund name and search lists.
  4. Click Next. The Champion Information page displays.
  5. Enter or select at least the required information, which will be preceded by an * (asterisk). The information supplied in these fields is used as keywords when site visitors and administrators search for funds.

    Notes:
    (a) Typically, only the First Name, and Last Name in the Name fields are required.
    (b) If the payments will be made by credit card or bank account withdrawal, the Name entered must match the name on the credit card or bank account.
    (c) Use the Middle Name field to enter a nickname, maiden name, or other appropriate information that someone may use in their search.
  6. Click Next. The Enter Seed Gift page displays.
  7. If the champion has given you money to seed, or start, the fund, for:
    1. Seed Gift Amount, enter the amount the champion has specified.
    2. Seed Gift Name, for the champion's name on scrolling lists and honor rolls, use:
      • The Name supplied on the Champion Information page, leave this field blank.
      • Or, Anonymous, enter the word Anonymous in the field.
      • Or, another name as specified by the champion (for example, some people may prefer to show "Smith Family" on the scrolling gift list).
    3. Batch ID, optionally enter the batch number with which this gift should be grouped if you are using Batch IDs.
    4. Payment Type, if the champion:
      • Gave you cash or will be sending the payment later, leave the Cash option button selected.
      • Or, Gave you a check, click the Check option button and then enter the check number in the field that displays.
  8. Click Next. The Enter Honoree Information page displays.
  9. Enter or select at least the required information, which will be preceded by an * (asterisk). The information supplied in these fields is used as keywords when site visitors and administrators search for funds.

    Notes:
    (a) Typically, only the First Name, and Last Name in the Name fields are required.
    (b) If the payments will be made by credit card or bank account withdrawal, the Name entered must match the name on the credit card or bank account.
    (c) Use the Middle Name field to enter a nickname, maiden name, or other appropriate information that someone may use in their search.
    (d) Email address is required if this person will receive email notifications when donations are made to this fund.
  10. Honoree Notifications, to:
    • Have this Honoree receive an email each time a donation is made to this fund, leave the Yes checkbox selected.
    • Or, click the Yes checkbox to remove the checkmark so that no email notifications are sent to this Honoree.
  11. Click Finish. This Fund List page displays with the new fund listed. Note that the champion will receive an autoresponder about the fund creation (unless it has been disabled).

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Creating a Memorial Fund

When you create a Memorial fund, you must enter the fund name, the name and email address of the fund champion as well as the name of a Next of Kin contact for the person being memorialized by this fund (referred to as the Honoree). If the champion has provided additional information (such as a residential address, fund description, goal, or seed gift), you can enter it now or leave it for the fund champion to fill in from the Champion Center if it is not required. Note that the fund champion can edit the information entered here.

Note: To create a fund where the champion wants to specify contact information for the fund Honoree, refer to Creating an Honorary Fund. To create a fund where the champion wants to specify only their own information, refer to Creating a Personal Fund.

If you will be creating a large number of funds and want to track them in one group, you may want to set up a Batch ID. For assistance, refer to Using Batch IDs for Gift and Fund Processing.

After you create a fund, the fund champion will receive an autoresponder email that thanks them for their participation, provides their login information, and directs them to the Champion Center where they can customize the fund page, send emails appealing for gifts, and so on.

To create a Memorial fund:

  1. In the Personal Fundraising Campaigns list, click Manage from the Actions column of the appropriate campaign. The Funds list page displays.
  2. Click Create a Memorial Fund. The Enter Details page displays.
  3. On this page, for:
    1. Fund Name, enter a descriptive label for the fund that helps identify who the fund is honoring. Visitors and administrators will be able to search on this name to find the fund, and the name will display in search and fund lists unless the fund is marked private.
    2. Fund Description, enter a statement that describes the Honoree or purpose of the fund. Visitors and administrators will be able to search on keywords from this description.
    3. Fundraising Goal (if displayed), enter the amount the champion hopes to raise through this fund. This goal will display on the fund page and the Champion Center Progress page if goal setting is enabled for the campaign.
    4. Private Fund, click the Yes, make this a private fund checkbox to keep this fund from displaying in fund name and search lists.
  4. Click Next. The Enter Champion Information page displays.
  5. Enter or select at least the required information, which will be preceded by an * (asterisk). The information supplied in these fields is used as keywords when site visitors and administrators search for funds.

    Notes:
    (a) Typically, only the First Name, and Last Name in the Name fields are required.
    (b) If the payments will be made by credit card or bank account withdrawal, the Name entered must match the name on the credit card or bank account.
    (c) Use the Middle Name field to enter a nickname, maiden name, or other appropriate information that someone may use in their search.
  6. Click Next. The Enter Seed Gift page displays.
  7. If the champion has given you money to seed, or start, the fund, for:
    1. Seed Gift Amount, enter the amount the champion has specified.
    2. Seed Gift Name, for the champion's name on scrolling lists and honor rolls, use:
      • The Name supplied on the Champion Information page, leave this field blank.
      • Or, Anonymous, enter the word Anonymous in the field.
      • Or, another name as specified by the champion (for example, some champions may prefer to show "Smith Family" on the scrolling gift list).
    3. Batch ID, optionally enter the batch number with which this gift should be grouped if you are using Batch IDs.
    4. Payment Type, if the champion:
      • Gave you cash or will be sending the payment later, leave the Cash option button selected.
      • Or, Gave you a check, click the Check option button and then enter the check number in the field that displays.
  8. Click Next. The Enter Honoree Information page displays.
  9. Enter or select at least the required information, which will be preceded by an * (asterisk). The information supplied in these fields is used as keywords when site visitors and administrators search for funds.

    Notes:
    (a) Typically, only the First Name, and Last Name in the Name fields are required.
    (b) If the payments will be made by credit card or bank account withdrawal, the Name entered must match the name on the credit card or bank account.
    (c) Use the Middle Name field to enter a nickname, maiden name, or other appropriate information that someone may use in their search.
  10. Click Next. The Next of Kin Information page displays.
  11. Enter or select at least the required information, which will be preceded by an * (asterisk). The information supplied in these fields is used as keywords when site visitors and administrators search for funds.

    Notes:
    (a) Typically, only the First Name, and Last Name in the Name fields are required.
    (b) If the payments will be made by credit card or bank account withdrawal, the Name entered must match the name on the credit card or bank account.
    (c) Use the Middle Name field to enter a nickname, maiden name, or other appropriate information that someone may use in their search.
    (d) Email address is required if this person will receive email notifications when donations are made to this fund.
  12. For Honoree Notifications:
    • Leave the Yes checkbox selected.
    • Or, click the Yes checkbox to remove the checkmark so that no email notifications are sent to this Honoree.
  13. Click Finish. This Fund List page displays with the new fund listed. Note that the champion will receive an autoresponder about the fund creation (unless it has been disabled).

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Creating a Personal Fund

When you create a Personal fund, you must enter the fund name, the name and email address of the fund champion. If the champion has provided additional information (such as a residential address, fund description, goal, or seed gift), you can enter it now or leave it for the fund champion to fill in from the Champion Center. Note that the fund champion can edit the information entered here.

Note: To create a fund where the champion wants to honor someone, refer to Creating an Honorary Fund. To create a fund where the champion wants to memorialize someone, refer to Creating a Memorial Fund.

If you will be creating a large number of funds and want to track them in one group, you may want to set up a Batch ID. For assistance, refer to Using Batch IDs for Gift and Fund Processing.

After you create a fund, fund champion receives an autoresponder email that thanks them for their participation, provides their login information, and directs them to the Champion Center where they can customize the fund page, send emails appealing for gifts, and so on.

To create a Personal fund:

  1. In the Personal Fundraising Campaigns list, click Manage from the Actions column of the appropriate campaign. The Funds list page displays.
  2. Click Create a Personal Fund. The Enter Details page displays.
  3. On this page, for:
    1. Fund Name, enter a descriptive label for the fund that helps identify who the fund is honoring. Visitors and administrators will be able to search on this name to find the fund, and the name will display in search and fund lists unless the fund is marked private.
    2. Fund Description, enter a statement that describes the Honoree or purpose of the fund. Visitors and administrators will be able to search on keywords from this description.
    3. Fundraising Goal (if displayed), enter the amount the champion hopes to raise through this fund. This goal will display on the fund page and the Champion Center Progress page if goal setting is enabled for the campaign.
    4. Private Fund, click the Yes, make this a private fund checkbox to keep this fund from displaying in fund name and search lists.
  4. Click Next. The Enter Champion Information page displays.
  5. Enter or select at least the required information, which will be preceded by an * (asterisk). The information supplied in these fields is used as keywords when site visitors and administrators search for funds.

    Notes:
    (a) Typically, only the First Name, and Last Name in the Name fields are required.
    (b) If the payments will be made by credit card or bank account withdrawal, the Name entered must match the name on the credit card or bank account.
    (c) Use the Middle Name field to enter a nickname, maiden name, or other appropriate information that someone may use in their search.
  6. Click Next. The Enter Seed Gift page displays.
  7. If the champion has given you money to seed, or start, the fund, for:
    1. Seed Gift Amount, enter the amount the champion has specified.
    2. Seed Gift Name, for the champion's name on scrolling lists and honor rolls, use:
      • The Name supplied on the Champion Information page, leave this field blank.
      • Or, Anonymous, enter the word Anonymous in the field.
      • Or, another name as specified by the champion (for example, some champions may prefer to show "Smith Family" on the scrolling gift list).
    3. Batch ID, optionally enter the batch number with which this gift should be grouped if you are using Batch IDs.
    4. Payment Type, if the champion:
      • Gave you cash or will be sending the payment later, leave the Cash option button selected.
      • Or, Gave you a check, click the Check option button and then enter the check number in the field that displays.
  8. Click Finish. This Fund List page displays with the new fund listed. Note that the champion will receive an autoresponder about the fund creation (unless it has been disabled).

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Converting an Honorary Fund to a Memorial Fund

You can convert an honorary fund to a memorial fund upon request of the fund champion. This may happen if the fund Honoree passes away and a Next of Kin representative is named to receive notifications when donations are made to the fund.

To convert an Honorary fund to a Memorial fund:

  1. In the Personal Fundraising Campaigns list, click Manage from the Actions column of the appropriate campaign. The Funds list page displays.
  2. Click View/Edit from the Actions column of the appropriate fund. The View/Edit page displays with the fund summary and list of any donations displayed.
  3. From the Related Actions area, click Convert to Memorial. The Next of Kin Information page displays.
  4. Enter or select at least the required information, which will be preceded by an * (asterisk). The information supplied in these fields is used as keywords when site visitors and administrators search for funds.

    Notes:
    (a) Typically, only the First Name, and Last Name in the Name fields are required.
    (b) If the payments will be made by credit card or bank account withdrawal, the Name entered must match the name on the credit card or bank account.
    (c) Use the Middle Name field to enter a nickname, maiden name, or other appropriate information that someone may use in their search.
    (d) Email address is required if this person will receive email notifications when donations are made to this fund.
  5. Next of Kin Notifications:
    • Leave the Yes checkbox selected.
    • Or, click the Yes checkbox to remove the checkmark so that no email notifications are sent to this Honoree.
  6. Click Finish. The Funds list page displays again with Memorial in the Type column for the fund.

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Editing Fund Information

You can make changes to the name, short description, goal, and privacy options that have been set for a fund.

To edit fund information:

  1. In the Personal Fundraising Campaigns list, click Manage from the Actions column of the appropriate campaign. The Funds list page displays.
  2. Click View/Edit from the Actions column of the appropriate fund. The View/Edit page displays with the fund summary and list of any donations displayed.
  3. From Related Actions, click Edit Fund Information. The Identify Fund page displays.
  4. Make your changes and click Finish. The View/Edit page displays again.

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Editing Champion Information

After a fund has been created, you can edit the champion information to fill in more fields, such as the residential address and telephone number as well as fix typographical errors.

To edit a the champion information for a fund:

  1. In the Personal Fundraising Campaigns list, click Manage from the Actions column of the appropriate campaign. The Funds list page displays.
  2. Click View/Edit from the Actions column of the appropriate fund. The View/Edit page displays with the fund summary and list of any donations displayed.
  3. From Related Actions, click Edit Champion. The contact record for the champion opens with the Profile page displayed.
  4. Make your changes by entering information or selecting options from a drop-down list, and then click Save. Your changes are saved.
  5. Click the Back button in your Web browser two times to return to the View/Edit page for the fund or three times to display the Fund List page.

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Editing Question Responses Made by the Fund Champions

If additional questions were included on the Champion Information page, you can edit responses made to them to fix typographical errors or change the response at the request of the champion.

Note: If you edit a question response, the date timestamp when the edit was made and your user name displays as a Survey Modified interaction in the Interactions area of the champion's Profile.

To edit responses to questions:

  1. In the Personal Fundraising Campaigns list, click Manage from the Actions column of the appropriate campaign. The Funds list page displays.
  2. Click View/Edit from the Actions column of the appropriate fund. The View/Edit page displays with the fund summary and list of any donations displayed.
  3. From Related Actions, click Edit Champion Questions. The Questions page displays.
  4. Make your changes by entering information or selecting options from a drop-down list, and then click Finish. Your changes are saved and the View/Edit page displays again.

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Editing Honoree Information for an Honorary or Memorial Fund

You can edit the information for a fund Honoree to add the appropriate values, such as name, residential address, email address, and telephone number as well as fix typographical errors. You can also enable or disable the send notification option that is emailed to the contact when a donation has been made to the fund.

To edit Honoree information:

  1. In the Personal Fundraising Campaigns list, click Manage from the Actions column of the appropriate campaign. The Funds list page displays.
  2. Click View/Edit from the Actions column of the appropriate fund. The View/Edit page displays with the fund summary and list of any donations displayed.
  3. From Related Actions, click Edit Honoree. The Edit Honoree Information page displays.
  4. Make your changes by entering information or selecting options from a drop-down list, and then click Finish. Your changes are saved and the View/Edit page displays again.

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Editing Next of Kin Contact Information for a Memorial Fund

You can edit the information for the Next of Kin contact of a Memorial fund to add the appropriate values, such as name, residential address, email address, and telephone number as well as fix typographical errors. You can also enable or disable the send notification option that is emailed to the contact when a donation has been made to the fund.

To edit Next of Kin contact information:

  1. In the Personal Fundraising Campaigns list, click Manage from the Actions column of the appropriate campaign. The Funds list page displays.
  2. Click View/Edit from the Actions column of the appropriate fund. The View/Edit page displays with the fund summary and list of any donations displayed.
  3. From Related Actions, click Edit Next of Kin. The Next of Kin Information page displays.
  4. Make your changes by entering information or selecting options from a drop-down list, and then click Finish. Your changes are saved and the View/Edit page displays again.

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Disabling an Active Fund

You can disable a fund (that is in the Active status) to keep the fund page from displaying on your site and in search results and other lists. You may need to do this if a site visitor reports objectionable content on a page until you can investigate and resolve the complaint. You can easily enable the fund again later.

To disable a fund:

  1. In the Personal Fundraising Campaigns list, click Manage from the Actions column of the appropriate campaign. The Funds list page displays.
  2. Click View/Edit from the Actions column of the appropriate fund. The View/Edit page displays with the fund summary and list of any donations displayed.
  3. From Related Actions, click Disable Fund. The word Disabled will now display next to the fund name and in the Status area of the fund information, and Enable Fund is now displayed a Related Action. Access to the fund page is not allowed and this fund name will not display in fund lists or search results.

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Enabling a Disabled Fund

You can enable a fund that has been disabled to move it to the Active status so people can access the fund page and locate it in searches if it is not a private fund.

To enable a disabled fund:

  1. In the Personal Fundraising Campaigns list, click Manage from the Actions column of the appropriate campaign. The Funds list page displays.
  2. Click View/Edit from the Actions column of the appropriate fund. The View/Edit page displays with the fund summary and list of any donations displayed.
  3. From Related Actions, click Enable Fund. The word Active will now display in the Status area of the fund information, and Disable Fund is now displayed a Related Action. Access to the fund page is now available and this fund name will display in fund lists or search results if it is not marked private.

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Approving a Fund Page

If the Approve Page feature is enabled , you must approve each fund page when it is created to make it visible on your site. When modifications are made, you must approve the edited page in order for the changes to be seen.

Note: If this site option is not enabled, you will not see the Fund Pages tab at the top of the page. For more information, refer to Understanding the Personal Fundraising Site Options.

To approve a fund page:

  1. In the Personal Fundraising Campaigns list, click Manage from the Actions column of the appropriate campaign. The Funds list page displays.
  2. Click View/Edit from the Actions column of the appropriate fund. The View/Edit page displays with the fund summary and list of any donations displayed.
  3. Click the Fund Pages tab. The Draft Fund Pages list page displays.
  4. Click Approve Fund Page from the Actions column of the fund page. The Personal page successfully approved message displays and the fund page disappears from the list.
    Note: The champion will receive an autoresponder that states the fund page has been approved (if the autoresponder has not been disabled).
  5. When you are finished approving pages, click the Funds tab. The Funds list page displays again.

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Editing a Fund Page

You can edit the fund page to fix typographical errors, add information, remove content, and so on, if necessary.

To edit a fund page:

  1. In the Personal Fundraising Campaigns list, click Manage from the Actions column of the appropriate campaign. The Funds list page displays.
  2. Click View/Edit from the Actions column of the appropriate fund. The View/Edit page displays with the fund summary and list of any donations displayed.
  3. From Related Actions, click Edit Fund Page. The fund page displays in the Edit view.
  4. Make your changes and click Finish. The View/Edit page displays again.

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Editing the Donor List

From the Fund Editing page you can edit the donor list label and the wording of the link text that displays the donor list. You can also configure whether individual donation amounts can display on the Fund Page.

To edit the donor list:

  1. In the Personal Fundraising Campaigns list, click Manage from the Actions column of the appropriate campaign. The Funds list page displays.
  2. Click View/Edit from the Actions column of the appropriate fund. The View/Edit page displays with the fund summary and list of any donations displayed.
  3. From Related Actions, click Edit Fund Page. The fund page displays in the Edit view.
  4. Scroll down to the Donor List section and configure the following:
    • Recent Donor Label: The name of the Recent Donor list that displays to the Champion and the public. The default is Recent Donors.
    • Link Text: The name of the link in the Recent Donors list that users click to see the full list of donors. The default is Full Donor List.
    • Show donations to the public: Specifies whether individual donation amounts display to the public. This setting overrides the Champion's setting in the Champion Center.
  5. Make your changes and click Finish. The View/Edit page displays again.

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Editing Guest Book Instructions for a Fund Page

If the fund page has a Guest Book available in which visitors and donors can sign and enter personal notes, you can edit the instruction text that the champion has provided.

To remove an entry made to a Guest Book on a fund page:

  1. In the Personal Fundraising Campaigns list, click Manage from the Actions column of the appropriate campaign. The Funds list page displays.
  2. Click View/Edit from the Actions column of the appropriate fund. The View/Edit page displays with the fund summary and list of any donations displayed.
  3. From Related Actions, click Manage Guest Book. The Edit Instructions and Remove Entries page displays.
  4. Make your changes in the Guest Book Instructions and click Finish. The View/Edit page displays again.

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Removing a Guest Book Entry from a Fund Page

If the fund page has a Guest Book available in which visitors and donors can sign and enter personal notes, you can remove an entry made to a Guest Book.

To remove an entry made to a Guest Book on a fund page:

  1. In the Personal Fundraising Campaigns list, click Manage from the Actions column of the appropriate campaign. The Funds list page displays.
  2. Click View/Edit from the Actions column of the appropriate fund. The View/Edit page displays with the fund summary and list of any donations displayed.
  3. From Related Actions, click Manage Guest Book. The Edit Instructions and Remove Entries page displays.
  4. In the entry field of the comment, click Remove and then click OK on the confirmation prompt displayed.

    Repeat this step to remove additional entries.
  5. Click Finish. The View/Edit page displays again.

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Changing Notification Settings for Fund Contacts

You can disable the notification setting for the fund Honoree, Next of Kin, or other contact that has been designated to receive notifications each time a gift is made to a specific fund. You can also enable this notification setting for another contact who has an email address listed in the Address Book of a fund champion.

Click one of the following to learn more about:

Disabling the Notification Setting

You can easily display the address book of a fund champion to view who is receiving notifications about donations made to the fund, and then change the notification setting from Yes to No if the contact no longer wants to receive these notifications.

To disable the notification setting for a contact in the Address Book of a fund champion:

  1. In the Personal Fundraising Campaigns list, click Manage from the Actions column of the appropriate campaign. The Funds list page displays.
  2. Click View/Edit from the Actions column of the appropriate fund. The View/Edit page displays with the fund summary and list of any donations displayed.
  3. From Related Actions, click Manage Champion Address Book. The Change Notification Information page displays.
  4. In the Actions column of the contact, click Change Notification. The word Yes in the Notify column changes to No.
  5. Click Finish. The View/Edit page displays again.

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Enabling the Notification Setting

You can easily display the address book of a fund champion to view the contacts and then enable the Notification Setting for a contact who has an email address listed so the contact will receive an email each time a donation is made to the fund. The contact must have an email address listed in the Address Book.

To enable the notification setting for a contact in the Address Book of a fund champion:

  1. In the Personal Fundraising Campaigns list, click Manage from the Actions column of the appropriate campaign. The Funds list page displays.
  2. Click View/Edit from the Actions column of the appropriate fund. The View/Edit page displays with the fund summary and list of any donations displayed.
  3. From Related Actions, click Manage Champion Address Book. The Change Notification Information page displays.
  4. In the Actions column of the contact, click Change Notification. The word No in the Notify column changes to Yes.
  5. Click Finish. The View/Edit page displays again.

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Using Batch IDs for Gift and Fund Processing

If you are confirming or entering a large number of unconfirmed gifts or funds at one time, you can create a Batch ID that will track them all in one group. This Batch ID will be automatically entered in the Batch ID field in all gifts or funds you create in your current session.

You can also insert an existing Batch ID into the Batch ID field on a gift or fund entry page to keep gifts or funds within a specific group. If there is an existing Batch ID in the field, you can override it by entering the appropriate Batch ID.

To set a Batch ID for a session:

  1. In the Personal Fundraising Campaigns list, click Manage from the Actions column of the appropriate campaign. The Funds list page displays.
  2. Click View/Edit from the Actions column of the appropriate fund. The View/Edit page displays with the fund summary and list of any donations displayed.
  3. From Related Actions, click Set Batch ID. The Enter Batch Information page displays.
  4. Enter the numbers and letters to assign to the batch and click Finish. The View/Edit page displays again and Clear Batch ID displays in Related Actions.

To remove the current Batch ID and set a new one: Click Clear Batch ID from Related Actions.

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Confirming an Unconfirmed Gift

You can mark gifts as confirmed from the fund gift list if you receive payment for them.

If you will be confirming a large number of gifts and want to track them in one group, you may want to set up a Batch ID. For assistance, refer to Using Batch IDs for Gift and Fund Processing.

To confirm an unconfirmed gift:

  1. In the Personal Fundraising Campaigns list, click Manage from the Actions column of the appropriate campaign. The Funds list page displays.
  2. Click View/Edit from the Actions column of the appropriate fund. The View/Edit page displays with the fund summary and list of any donations displayed.
  3. After locating the gift in the list displayed, click Confirm in its Actions column. The Gift Type changes to display the word Confirmed.

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Recording an Offline Gift

You can record offline gifts into the gift list of a fund . If you do not have the payment in hand, you can enter a cash or check that is promised as an Unconfirmed Gift.

If the credit card processing and bank account withdrawal processing features are enabled and available from the merchant account you are using for this campaign, you can enter both one-time and recurring gift payments

If you will be recording a large number of gifts and want to track them in one group, you may want to set up a Batch ID. For assistance, refer to Using Batch IDs for Gift and Fund Processing.

To record an offline gift:

  1. In the Personal Fundraising Campaigns list, click Manage from the Actions column of the appropriate campaign. The Funds list page displays.
  2. Click View/Edit from the Actions column of the appropriate fund. The View/Edit page displays with the fund summary and list of any donations displayed.
  3. From Related Actions, click Record Offline Donation. The Donor Information page displays.
  4. Enter or select at least the required information, which will be preceded by an * (asterisk). The information supplied in these fields is used as keywords when site visitors and administrators search for funds.

    Notes:
    (a) Typically, only the First Name, and Last Name in the Name fields are required.
    (b) If the payments will be made by credit card or bank account withdrawal, the Name entered must match the name on the credit card or bank account.
    (c) Use the Middle Name field to enter a nickname, maiden name, or other appropriate information that someone may use in their search.
  5. Click Next. The Configure Gift page displays.
  6. On this page, for:
    1. Gift type that will be paid:
      • In a single payment, leave the One time option button selected and enter the monetary amount the donor has given (or will be giving) in the Gift Amount field.
      • As several payments over time:
        1. Click the Recurring option button. Two new payment fields display under the Gift Amount field.
        2. For Gift Amount, enter the amount of money that the donor will be giving in each payment.
        3. For Frequency of Gift Payment, click the appropriate time interval from the drop-down list to represent when each payment will be collected.
        4. Number of Gift Payments, enter the number of times the gift will be collected.
    2. Gift Amount, enter the monetary amount that the donor has given or will be giving.
    3. Recognition Name to display in the status indicators on the fund page that this donor is supporting:
      • The Name supplied on the Donor Information page, leave this field blank.
      • Or, Anonymous, enter the word Anonymous in the field.
      • Or, another name as specified by the champion (for example, some people may prefer to show "Smith Family" on the scrolling gift list).
    4. Batch ID, enter the batch number to group this gift with if you are using Batch IDs.
    5. Payment Method of a gift payment that will made:
      • In cash:
        1. Leave the Cash option button selected.
        2. For Payment status, click the appropriate Confirmed (if you have the cash in-hand) or Unconfirmed option button (if you are waiting to collect the cash).
      • With a check:
        1. Click the Check option button and, for reference, enter the number from the check into the Check Number field that displays below the Payment Status fields.
        2. For Payment status, click the appropriate Confirmed (if you have the check in-hand) or Unconfirmed button (if you are waiting to collect the check).
      • From a credit card:
        1. Click the Credit Card option button. Several Credit Card Information fields display.
        2. Click into the Credit Card Number field and enter the card number. You can enter spaces or simply type all of the numbers and letters.
        3. If displayed, click into the CVV Number field and enter the appropriate card verification number listed on the card.
        4. If displayed (for Switch/Solo cards), click into the Issue Number field and enter the appropriate information.
        5. For Expiration Date, click the appropriate month and year drop-down lists to select the when the card expires.
      • By withdrawal from a bank account:
        1. Click the Bank Account Withdrawal option button. Several Bank Account information fields display.
        2. Click into the Bank Routing Number field and enter the routing number of the bank from which the account will be charged for the payment.
        3. Click into the Bank Account Number and enter the account number that will be charged for the payment.
        4. Click into the Verify Bank Account Number and enter the account number again.
      • If you are:
        • Finished entering gifts, click Process. The last page viewed displays again.
        • Entering another gift now, click Process and Add Another. The Enter Donor Information page displays again.

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