For background on what a fundraising activity is and when to use one, see Touchpoints, payments and fundraising activities.

Browse fundraising activities

Open Fundraising activities in the sidebar. The page lists all activities in a table.

  • Search by name — type in the search box to filter the list instantly.
  • Filter by type — use the type dropdown to show only Appeals, Events, Third-party fundraisers, or Acquisitions.

Create a fundraising activity

  1. Open Fundraising activities in the sidebar.
  2. Click Add fundraising activity.
  3. Enter at minimum Name (required). Optionally select an Activity type.
  4. Click Save.

For the full list of fields, see Fundraising activity fields.

  • When logging a touchpoint, select a fundraising activity in the touchpoint form.
  • When recording a payment, select a fundraising activity in the payment form.

Edit a fundraising activity

  1. Find the activity in the table.
  2. Click the actions menu (⋯) on the row and select Edit.
  3. Update the fields and click Save.

Delete a fundraising activity

  1. Find the activity in the table.
  2. Click the actions menu (⋯) on the row and select Delete.
  3. Confirm the deletion in the prompt.

Deleting a fundraising activity does not delete any payments or touchpoints that were linked to it.