Fundraising

Getting to know the Fundraising tab!

• Fundraising Tab Training Session
• Donations vs Revenues
• Forecasting Donations with Keela

Donations

• Transaction Status - Donations
• Delete or Cancel a Donation
• Log a Donation
• Log a Recurring Donation

Revenues

• Delete or Cancel a Revenue
• Log a Revenue Payment
• Log a Recurring Revenue
• Edit the Campaign on a Revenue Record

Editing an Existing Transaction

• View and Edit Transaction Details
• Edit the Campaign on a Donation Record

Creating and Cancelling Receipts

• Receipts, an intro!
• Create a Receipt for a Single Donation
• Create a Receipt for a Single Revenue
• Create a Cumulative Receipt for Multiple Donations
• Create a Cumulative Receipt for Multiple Revenues
• Cumulative Receipts via a Keela Form

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Pledges

• Pledges