Donations play an important role in helping you do what you do, but we know that it can be tedious and messy to manually track donors and donation goals.
On the Dashboard, you can quickly view summary information on your monthly and annual donation targets, as well as view and communicate with recent donors.
Your Donations Widget
The Donations widget has two parts: a pie chart showing your progress towards your monthly and annual donation goals; and a list of your recent donors and options to contact or follow-up with them.
The Donations widget on the Dashboard shows the monthly and year-to-date amounts donated and their contributions toward your monthly and annual donation goals.
You can also download this chart in different formats for use, if you wish to.
To view more information, you can flip over the Donations widget.
Here, you can view a list of recent donors and information on donation type, amount, and date. You can also email individual donors or set a follow-up from this widget and change the number of recent donations shown (up to a maximum of 50).
Change or Set Donation Goals
You can also change or set monthly and annual donation targets from the Donations widget.
To set these amounts, click on the gear icon at the top right of the widget's title bar. Enter in your monthly and annual targets and set a fiscal year end date for your organization.
Rather not set a target? Simply delete the existing figures or enter "0" (zero) for the target amount.
Import or Export Donation Information
If you want to import a list of donations or export your Donations information, the quick buttons at the top of the widget will let you do that easily.
For exports, you have the option to
A) Export a CSV file of donations; or
B) Export your donation receipts.
Each option can be downloaded for a specific time period.
How can I use this information?
Our Donations widget can be used to get a better sense of how your fundraising efforts are doing, as well as provide insights to help you plan for the future.