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  1. Extraordinary Support by BigSIS
  2. Development

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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
See all 10 articles

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
See all 10 articles

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

Thank Yous

  • Donation Mail Merge Markers
  • Sending Thank Yous with Mail Merge

Reports and Exports

  • How to Run a Constituency (or Role) Giving Report
  • Generating a Tax Receipt Letter


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