How do I create Projects and how to point them to a specific fund?
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Updated: 01/14/2019
Article #: 31
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Continue to Give software includes Mission Pillars which is a completely integrated donor CRM and data management software. For example, when a project is created in Continue to Give it will auto create in Mission Pillars and there is no need for further action. If you would like to create a Mission Pillars account or log into your existing account please click here.
However, if you would like to setup Continue to Give to interface with your current To integrate with another software: 1. Log into your Continue to Give account and go to Settings>Fundraising Setup from your left side menu. 2. Scroll down to Software Integration and select an accounting software 3. Save Changes
What are projects? If you or your organization wants to raise money for different projects (say a well digging project in Africa, or a homeless shelter in Chicago, IL), you can create different projects so that people can earmark their donations to a specific need.
Your givers can donate to your main organization (also known as a general donation) or they can specify a donation (also known as a project). To create a project: 1. Click on Projects/COA 2. Create New Project 3. Add the project name, description, and mission 4. Click SAVE AND CONTINUE
If you want donors to choose from a list of designations on Continue to Give that each point separately to a Fund inside your integrated software then you'll have to set each up separately as projects on Continue to Give then point the project to a Fund. Please see below for more information.
To point the project to a Fund: 1. Log into your Continue to Give account and go to Projects/COA 2. Locate your project (or create one; see above on how to create a project) and click EDIT PROJECT 3. Scroll down to Chart of Accounts 4. Select the name of the account this project will be associated with 5. Save Changes
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