Fund Raising

This folder contains any procedures that are part of the Fund Raising Module.

Fund raising: Adding contributions and reporting
This video will give you an overview of adding contributions and reporting on the various Funds you have set up for your parish. Note:  This video is sc...
Mon, 25 Mar, 2019 at 5:10 PM
Import Online Contributions from a 3rd party
As of 12/27/2017, we support import directly from: Church Budget Online Giving (Real time integration between the Church Budget My E Giving platform and G...
Wed, 11 Sep, 2019 at 1:15 PM
Contributions - Record check numbers
This video walks you through toggling the reference field for checks. 
Wed, 18 Jul, 2018 at 12:59 PM
Batch Contribution Entry
This article is also available via a 4 min video which provides more details on the process. Video: Batch Contribution Entry Under the Fundraising menu,...
Fri, 23 Mar, 2018 at 1:07 PM
Contribution Batch Cloning
To learn how to use Contribution Batch cloning click here to watch a brief 2 minute video tutorial or read the instructions below. Batch cloning allows ...
Mon, 11 Feb, 2019 at 9:01 AM
Fund Raising Report Excel Output
We are excited to roll out our new Fund Raising/Offertory report that produces and Excel spreadsheet with both a summary sheet and a detail sheet. Users can...
Wed, 21 Aug, 2019 at 11:42 AM
Fund Raising - Generating Capital Campaign Statements
Generating Capital Campaign Statements is a 2-part process.  The first step is to download the Capital Campaign Excel download.  The second step is to gener...
Wed, 31 Jul, 2019 at 3:48 PM
Fund Raising - Managing A Capital Campaign - Video
This video is 17-minutes and will give you a detailed overview of Capital Campaign Management.  We have also included a demonstration on the PowerBI Enha...
Tue, 15 Oct, 2019 at 4:29 PM