Manage Resources

This is your operational hub for all fundraising activity. Donations, recurring giving, pledges, event tickets, registrations, auction bids, and fundraising pages — everything that comes in through your campaigns lives here, organized around the donor and supporter experience.

Two sides of every transaction

Every transaction has a fundraising side and a finance side. The fundraising side — what the donor did, which campaign it belongs to, what appears on receipts — is what you see here. The finance side — payment details, allocations, and credit assignments — lives in Revenue.

Donations

Every online and offline donation lives here. You can filter by campaign, date range, amount, payment method, fund designation, and more. Each donation record shows donor information, the campaign and form it came from, and any fund designation the donor selected.

Fund designations live on resources — donation forms, campaign sites, ticket forms — and represent the donor's stated intent: "I want this gift to go to Fund X." They can be public-facing, allowing donors to choose a designation when giving. How the money is actually allocated in your books is handled by revenue splits on the revenue record.

See: Donations · Creating Donations

Recurring Profiles

Donors with active monthly or annual giving. View subscription status, update payment methods, adjust amounts, or cancel profiles. Each recurring profile generates installment donations on its schedule.

See: Recurring Profiles

Pledges & Installments

Donor commitments to give that haven't been collected yet. Track upcoming payments and record them as they arrive.

See: Pledges · Creating Pledges

Fundraising Pages

Personal, team, and organization pages created by peer-to-peer fundraisers. Monitor fundraiser activity, approve pages, and view progress toward individual goals.

See: Fundraising Pages

Tickets & Registrations

Event attendees, ticket orders, and registration form submissions. View attendee details, manage check-ins, and track capacity.

See: Ticketing · Creating Tickets · Registrations

Auctions

Silent auction inventory and bidding activity. Track items, monitor bids, and close auctions.

See: Auctions

Organizing and Working with Your Data

Across every resource type, you have a consistent set of tools:

• Filter and search to find specific records quickly
• Tag records with your own categories — by appeal, by event, by anything your team needs
• Custom fields to capture data unique to your organization, beyond the built-in fields
• Export to spreadsheets for external use or mail merges
• Process refunds or cancellations where applicable

Tags and custom fields are especially powerful here. Because you define them, the system adapts to however your organization operates — whether you're tracking appeal codes, volunteer shifts, or membership tiers.

See: Filtering & Tagging · Exporting