Process gifts in Fundraising and Engagement

Business User
Functional Consultant
Industry Solutions
Microsoft Cloud for Nonprofit

Fundraising and Engagement lets you record and process gifts, provide a central source of truth for fundraising, and provide a complete history of giving for each constituent as part of their profile.

Learning objectives

In this module, you will:

  • Understand how transactions work in Fundraising and Engagement
  • Process a transaction and view the results
  • Create donor commitments and convert them to donations
  • Understand and work with recurring donations and pledge schedules