This module will explore how memberships are managed in Fundraising and Engagement. Memberships are a way for constituents to participate in, or belong, to a specific membership group. Memberships can be used as another avenue for fundraising or can be non-fee memberships, for example in recognition of major donors.

After completing this module, you will be able to:

  • Describe the components involved with managing memberships

  • Set up memberships in Fundraising and Engagement

  • Add memberships to a constituent