Opportunities are the individual pieces that build the foundation of your organization's fund development strategy. There are two types of opportunities: Fundraising and Grant.
The steps to complete when setting up your opportunities include the following:
- Configure your opportunities.
- Create your opportunities.
- Customize your opportunities.
Add Revenue or Expense to an Opportunity Video
Configure Your Opportunities
Opportunity configurations include types and statuses. Types specify the type of opportunity created such as Annual Campaign, Capital Campaign, Program Funds, and Scholarships. Statues help manage the opportunity process and ensure tasks are being completed on time. Statuses can include Final Preparation, Outreach, Application-Draft, and In-Progress.
Create Your Opportunities
Once opportunity configurations have been set, opportunities can be created. Fundraising opportunities help to meet the needs of your fund development strategy and are the only opportunities that can be added to the donation hub. Grant opportunities are opportunities for which your nonprofit has applied.
Customize Your Opportunities
Opportunities can be customized based on your organization's needs. Fundraising opportunities have a donation form in which donation options can be managed, additional configurations applied, and custom fields added. The donation hub is a donor facing experience that showcases fundraising opportunities and facilitates online donations from the public.