Run fundraising end-to-end — a gift ledger with soft credits, pledges with installment schedules, Campaign to Fund to Appeal reporting, moves-management for major gifts, membership levels, and per-donor giving summaries.
Run fundraising end to end — a gift ledger with soft credits, pledges with installment schedules, Campaign-to-Fund-to-Appeal reporting, moves management for major gifts, membership levels, and a per-donor giving summary on every contact.
What's included
Gift ledger with soft credits so spouses, matching companies, and solicitors share recognition for one gift
Pledges with dated installment schedules, balances, and overdue tracking
Campaign to Fund to Appeal hierarchy with goals and live progress roll-ups
Moves management pipeline for major-gift cultivation, with contact-report logging
Membership levels resolved from each donor's annual giving, unlocking box-office member pricing
Per-donor giving summary — lifetime, this-year, largest, last gift — on the contact record
About this module
Development lives at /development and gives an advancement office one place to raise and account for money. The gift ledger records every gift, with soft credits so a spouse, a matching company, and the solicitor who brought it in all share recognition for the same gift. Pledges carry dated installment schedules with balances and overdue tracking, so a multi-year commitment stays visible instead of forgotten.
Reporting follows the structure fundraisers actually use. A Campaign-to-Fund-to-Appeal hierarchy rolls up goals and live progress, and a moves-management pipeline cultivates major gifts with contact reports logged along the way. Membership levels resolve automatically from each donor's annual giving and can unlock member pricing at the box office.
Everything lands on the donor record. A per-donor giving summary — lifetime, this year, largest gift, last gift — sits right on the contact, and awarded grants post as Bills payable in Accounting, so development and finance read from the same books.
What you can do with it
Record a gift and soft-credit the spouse, the matching employer, and the solicitor
Set up a three-year pledge with installments and track the overdue balance
Roll Campaign, Fund, and Appeal progress up against live goals
Cultivate a major gift through a moves-management pipeline with contact reports
Resolve membership levels from annual giving and unlock member pricing
Get this module
Free for all Turtini organizations.
Who it's for
- Nonprofit development and advancement offices
- Arts organizations tying membership to giving
- Foundations and any org that needs donor accountability, not just a donor list
Details
- Category
- Community
- Pricing
- Free
- Built by
- Badge
- New