Grants and Major Donors
Everything about Fundraising - Trusts, Major Donors, Legacies, Campaigns.
Trusts and Foundations
Learn about managing funding approaches such as applying for grants from Trusts & Foundations.
Trusts and Foundations OverviewUnderstand how Donorfy supports trust and foundation fundraising from research through to reporting.
Prospect researchExplore key details about Trusts or Foundations under Prospect research panel.
Applying for grantsApply for grants in the Opportunities section of Donorfy.
ReportingCustomise your reports on grant applications.
Campaigns
Learn everything you need to organise successful campaigns
Campaigns OverviewLearn more about the importance of Campaigns and how the feature can enhance the experience in Donorfy.
Campaign Profile DetailsExplore the details of your campaign.
Segmented CampaignsGroup your campaign members so you can tailor messages or communication channels for each audience.
Campaigns and ChannelsExplore campaigns and the methods of communicating them.
Campaign ExpensesAdd expenses or budgets for your Campaign.
Tagging CampaignsLearn how tagging your campaigns improves organisation, reporting, and insight across your activity.
Campaign AnalyticsExplore your Campaign results with Analytics.
Events
Learn to manage and track the various tasks and activities associated with events.
Gala EventsExplore how to organize Gala Events with Campaigns.
Challenge eventsExplore how to organize and keep track of your events with Campaigns.
Opportunities
Managing the workflow and pipeline for major donors, Trusts & Foundations, corporate, legacy cases and much more.
Opportunities overviewQuick walkthrough over the Opportunities feature.
Set up Opportunity TypesExplore opportunity types in your fundraising process.
Store information about prospective fundersRecord all information about prospective funders in one place.
Create and manage OpportunitiesExplore how to create and manage opportunities and learn how this improves your Donorfy experience.
Manage your pipeline of OpportunitiesExplore the ways to view your opportunities.
Opportunity Pledges and TransactionsSet up and manage your transactions in Opportunities.
Pledges
Handle your pledged income.
Standalone PledgesCreate Individual Pledges for your Constituents.