Fundraising Dashboard (Reference)

Introduction

The Fundraising Dashboard provides a centralized platform for managing fundraising campaigns, allowing admins to handle all solicitation tasks and track progress toward their goals. To activate and view the Fundraising Feature, admins must first create a Fundraising Goal within the My Lists functional area. 

The dashboard includes three parts:

• Fundraising Goals
• Goal Landing Page
• Donor actions landing page

Before You Begin

Navigate to Fundraising > Fundraising Goals.

Fundraising Goals 

Fields	Descriptions
1. Fundraiser	Displays all active fundraisers, each within its own box.
2. Progress	A visual display of the progress toward the fundraising goal.
3. Edit	Edit the fundraiser goals and settings.
4. View Goal	Navigate to the goal landing page.

 

Goal Landing Page

Fields	Descriptions
1. Goal Progress	A visual display of the progress toward the fundraising goal, includes amounts pledged and paid.
2. Amount	The total fundraising goal.
3. Actions	Add Families: Select accounts to add to the fundraiser by account types, tags, or individually by name Export All: Export all accounts included in the fundraiser, including amount pledged, amount paid, status, and custom fields. Edit the fundraiser goals and settings.
4. Recent Notes	Displays CRM notes made by solicitors or admins. Also displays notifications that a charge or payment has been added to an account for the charge type included in the fundraiser.
5. Status Summary	A visual display of the donor status for the fundraising goals.
6. Outstanding Follow Ups	Lists follow ups for solicitors.
7. Filters	Filter the list of accounts included in the fundraising goal by specific fields.

 

Goal Landing Page Continued

Fields	Descriptions
1. Custom Fields	Select the custom fields to display in the list below.
2. Mail Merge	Do not use.
3. Export	Exports the filtered list of transactions to Excel. The file will be located in the downloads folder.
4. Clear	Clears all filters and outputs
5. Update	Updates filters and outputs.
6. Filter Information	Lists the number of donors included within the specific filters.
7. Name	Name of the donor's account.
8. Status	Displays as: In progress Pledged Completed Declined
9. Progress	A visual display of the progress of a donor account toward the fundraising goal.
10. Next Meeting	If a next meeting date has been scheduled, it will display here.
11. Custom Field	Displays the selected custom fields. Refer to Set Up Fundraising Goals (How To and Reference).
12. Actions	Select to navigate to the donor account landing page.

 

Donor Account Landing Page

Fields	Descriptions
1. Account Name	Displays the account name for the specific donors.
2. Progress Information	In progress Pledged Completed Declined
3. Record Pledge	Select to add a pledge that will immediately charge the donor's ShulCloud account.
4. Membership and Donor Information	Displays the account type and address.
5. Custom Fields	Allows admin or solicitors to enter information in the custom fields. Refer to Set Up Fundraising Goals (How To and Reference).
6. Solicitors	Assign and display solicitors for the account. Can add more than one.
7. View Family	Select to navigate to the donor's account page.
8. Notes	Add CRM notes for the donor. Displays in the Recent Notes section of the fundraising dashboard.
9. Info	Displays account information: Name Email Mobile DOB
10. Mailing	Displays account addresses.
11. Add	Admins and solicitors can add follow up meeting dates and times.

 

*Notes made in an individual fundraiser are only available to view in that specific fundraiser, in a donor's ShulCloud account or within the CRM dashboard. Fundraising notes are not shared across fundraisers.

Related Resources

• Fundraising (Feature)
• Set Up Fundraising Goals (How To and Reference)
• Insert Fundraising Widget (How To)