To help manage your organization's relationships with its constituents, you may use fundraisers or constituents who interact with other constituents and prospects on behalf of your organization, to cultivate relationships and solicit giving. For example:
Staff members — such as Major Gift Officers — may be responsible for sizable gifts from wealthy constituents and prospects.
Volunteers and committee members may spend time to build constituent relationships and ask specific donors for gifts.
Board members, trustees, or executives who have been with your organization for an extended period may personally know constituents and be able to secure giving.
Donors, who may solicit gifts from friends and family on behalf of your organization. For information, see Peer-to-Peer Fundraising.
To enable someone to manage relationships with constituents or related actions or opportunities and view their assignments in Work Center, they must be a fundraiser. To make a constituent a fundraiser, select Mark as, Fundraiser on their record, choose their user name, and select Save.
Note: When you mark a constituent as a fundraiser in the web view, the program automatically selects Is a solicitor on their record in the database view and links them to their user record.
After you determine which constituents act as fundraisers, you can assign them to other constituents to help manage your fundraising efforts. On a constituent's record, the fundraisers who manage the relationship appear in the profile information and under Assigned fundraisers. For information about how to assign fundraisers to constituents, see Fundraiser Assignments.
Note: In the database view, fundraisers appear as "solicitors."
Your organization may receive gifts as the result of fundraisers assigned to cultivate donor relationships or manage opportunities. On a gift’s record, you can view who helped solicit it and how much credit they receive for its acquisition under Credited to. You can also view their names in the Fundraisers field at the top of the record. For more information about a fundraiser, select their name to open their record.
Tip: In the database view, you can manage the gift's fundraisers as solicitors on the Gift tab of its record.
To edit fundraiser credits for a one-time gift:
On the gift record, select Edit, Gift amount.
Under Fundraiser credits, choose who to recognize for cultivating the gift — such as staff or board members — and how much credit they receive.
To add new fundraiser credits, select Add a fundraiser credit and then search for and select who to credit, and enter how much of the gift's amount to recognize them for..
To delete a fundraiser credit, select its Delete .
To help secure gifts, your organization may assign people to manage its fundraising efforts. On the record of a campaign, fund, or appeal, you can view who is assigned to it and how much they should raise under Fundraisers.
Tip: In the database view, you can manage the fundraisers for a campaign, fund, or appeal on the Solicitors tab of its record.
Tip: Before you stop assignments for a fundraiser, first reassign their work as they'll still appear on any current assignments but won't be available in Work Center.
To prevent a constituent from receiving new relationships or other assignments, system admins can remove them as a fundraiser. To do so, select Stop assignments on their record and then again on the confirmation message.
Note: When you select Stop assignments in the web view, the program automatically clears Is a solicitor on their record in the database view and removes the link to their user record.
Tip: To learn more, take the Basics of Fundraising online training class.