Opportunities are the individual pieces that build the foundation of your organization's fund development strategy. There are two types of opportunities in NonprofitCore, Fundraising and Grantseeking.
- Fundraising opportunities - Planned by your nonprofit to help meet the needs of your fund development strategy. These opportunities can be added to your donation hub where donations toward these opportunities can be made.
- For example, fundraising opportunities can include selling tickets for an annual gala or accepting donations for an annual campaign event.
- Grantseeking opportunities - Grant opportunities for which your nonprofit has applied. These opportunities cannot be added to your donation hub.
Below are step-by-step instructions for how to create fundraising and grantseeking opportunities in NonprofitCore.
Fundraising Opportunity
- Navigate to Fundraising.
- Click Opportunities from the Fundraising navigation menu.
- Click + New Opportunity at the top right corner of your opportunities list and select Fundraising.
- Enter the following information for the new opportunity, then click Create.
- Name (Required)
- Opportunity Amount (Required)
- The amount your nonprofit is trying to achieve with this opportunity.
- Description
- Due Date (Required)
- The date the opportunity will take place, or the deadline date for when donations can be received for an opportunity.
- Type (Required)
- Opportunity Configurations provides additional information for how to set up types.
- Status (Required)
- Opportunity Configurations provides additional information for how to set up statuses.
- Profile(s) related to the opportunity.
- Use the Quick Add feature to attach profiles that aren't already in your NonprofitCore site.
- Use the Quick Add feature to attach profiles that aren't already in your NonprofitCore site.
Grantseeking Opportunity
- Navigate to Fundraising.
- Click Opportunities from the Fundraising navigation menu.
- Click + New Opportunity at the top right corner of your opportunities list and select Grantseeking.
- Enter the following information for the grant opportunity, then click Create.
- Grant Name (Required)
- Amount Requested
- Grant Description
- Amount Expected
- Type and Status (Required)
- Opportunity Configurations provides additional information for how to set up types and statuses for your opportunities.
- Due Date (Required)
- This is the deadline date for applying to the grant your nonprofit is seeking.
- Award ID
- Decision Date
- Application Type
- Application types include, email, online, paper, and other.
- Date Submitted
- This is the date your nonprofit submitted their application for the grant.
- Award Details
- Award Term Start Date
- Award Term End Date
- Application Submission Details
- Attach profile(s) associated with the grant.
- Use the Quick Add feature to attach profiles that aren't already in your NonprofitCore site.
- Use the Quick Add feature to attach profiles that aren't already in your NonprofitCore site.