1. How to record gifts and send receiptsRecord each gift by hand or from a spreadsheet, keep it to a fund and a campaign, and send receipts that a person approves first.
2. How to enter a batch of giftsKey in a stack of checks or envelopes in one go, checked against the total on your deposit slip before anything is saved.
3. Tributes, soft credits and matching giftsGifts in honor or memory of someone with a note to the family, a second person credited on a gift, and employer matches followed until they arrive.
4. How to track pledges and run campaignsOne-off and recurring pledges with their installments, a list of those behind, and campaigns with a goal and a public page that takes pledges.
5. Supporter fundraising pages and teamsGive supporters their own page for a campaign, with a goal, a story and a team, and see who has raised the most.
6. Donors, households and suggested asksEach donor's status, engagement score and totals, LYBUNT and SYBUNT, households and relationships, suggested asks, email groups by giving and the donor's own page.
7. How to track grantsKeep each grant you apply for with its funder, the amount asked and awarded, the proposal deadline and the report due, and see what is coming up.
8. Events, volunteers and the volunteer sign-up pageEvents with a capacity, a waitlist and check-in at the door; volunteers, shifts and hours; and a public page where volunteers sign themselves up.