This Fundraising Glossary is intended to support understanding of terms used in NonprofitCore Fundraising. In some cases, definitions for key terms are accompanied by examples. Note that examples are not comprehensive; not all examples will be relevant, applicable, or appropriate to all organizations.
- Configurations - Configurations allow you to set up types and statuses for opportunities. See types and statuses for more information.
- Custom Fields - Custom fields in fundraising allow you to record additional information about opportunities. They can be a powerful tool to address specific scenarios, and they can be used for reporting and tracking information. You can set up custom fields to capture information as a text box, a dropdown, a checkbox list, or a date.
- Example: You may wish to set up custom fields to track specific information for grant opportunities.
- Donation Hub - The donation hub is a donor facing donation experience that is embedded on your website, used to showcase and facilitate online donations from the public.
- Example: In NonprofitCore, you can add multiple opportunities to your donation hub.
- Files - External files associated with a profile.
- Example: PDF file of an event venue contract.
- Notes - Notes capture important information you need to record in your system that has been completed. Notes are different from tasks, because they convey information to other system users, but they do not require a specific action.
- Example: A note for an opportunity for a silent auction might include confirmation that specific items have been secured for the action.
- Example: A note for a grant opportunity might include the date that the Board approved the grant application to be submitted.
- Opportunities - Opportunities are a relationship management tool used to track development strategies for one or more profiles (individuals, households, or organizations), and keep track of grants for which your nonprofit has applied. There are two types of opportunities that can be created: Fundraising and Grantseeking. When you set up an opportunity in NonprofitCore you can assign it a name, type, status, and multiple another options depending upon what type of opportunity you are creating. Opportunities can be used in a variety of ways depending on specific organizational needs.
- Fundraising Example: A fundraising opportunity can be set up for lunch with a potential donor, for volunteer recruitment, for a silent auction fundraiser, or a variety of other development strategies.
- Grantseeking Example: A grantseeking opportunity can be set up for a grant your nonprofit has applied for that will supply equipment for afterschool programs, or it could be a grant for a specific amount of money your nonprofit needs to provide a service.
- Status - Status is a field in NonprofitCore that allows you to define a stage of an opportunity.
- Example: For an opportunity type related to grants, you might set up different statuses such as planning, drafting, submitted, approved, or denied.
- Tasks - A task in fundraising allows users to set up an activity that is related to a fundraising opportunity. Tasks serve as a reminder of specific actions that need to be completed and will show up in the dashboard under "Upcoming Tasks", including information about the task description, name, and due date.
- Example: A task for an opportunity for a silent auction might be set up to send out reminders and save-the-date information to specific individual or household profiles.
- Example: A task for a grant opportunity might include gathering data from a specific program manager to submit as part of a grant application.
- Type - Type is a field in NonprofitCore that allows you to further define an opportunity. Types can be set up for specific opportunities.
- Example: Possible opportunity types might include fundraising events, grant opportunities, or volunteer recruitment.