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Navigation: Funds Management

Funds Management - Programs

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The Configuring Programs page provides an introduction to the configuration of programs, and the following sections describe how to work with programs, campaigns and appeals:

Creating a Program

Adding a Campaign to a Program

Adding an Appeal to a Campaign

Fundraising Goals

Modifying a Program, Campaign or Appeal

Deleting a Program, Campaign or Appeal

 

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Hint

To help plan out your fundraising campaigns before you create them, download and use these worksheets:

Programs, Funds and Gifts.

Gift/Donation Processing.

Opportunities.  

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Information

Refer to the knowledge base for:

Program, Campaign & Appeal Checklist

Troubleshooting a Program, Campaign or Appeal