Development
Getting Started
- Creating a New Campaign, Fund, or Appeal
- Daily/Semi-Weekly To Do Checklist for Development Team
- Development 1, 2, and 3 Webinars - How to Access Them and What They Cover
- Development Module Overview & Features
- Getting Started with Donations
- How to Enter a Donation Manually
Solicitations and Donations
- Changing the Logo on Your Donation Forms
- How to Create a Donor-Advised Fund
- How to Create a Solicitation List
- How to create Matching Gifts
- How to Move a Donation from one Donor Profile to Different Donor Profile
- How to Set Up Development End-User Notification Email Account
Managing Pledges and Recurring Gifts
- Changing or Canceling Reoccurring Gifts from the Portal
- Changing or Stopping a Recurring Gift
- Deleting Pledge Payments
- Editing a Pledge: Rescheduling the Remainder, Closing it, Changing the Amount
- Settling Payments with the Log Hands-On Donation Payments Tool
- The Difference Between "Hands Off" and "Hands On" Automatic and Manual Payments in BigSIS