Reviewing Fundraising Progress

Perform the following steps to review the progress of a fundraising campaign.

1. Open the Fundraising Campaigns service and open the record for the fundraising campaign.
2. Make note of the value in the Total Raised field
   
   
   
   
3. Click the Solicitors tab make note of the values in the Total Raised column.
4. Add up the totals for each solicitor to determine if it matches the Total Raised.
   
   • If the total raised by the solicitors does not equal the total raised by the campaign, one or more pledges may not have a solicitor.
     
     

   

5. Click the Pledges tab.
6. Add up the totals for each pledge to determine whether this matches the total raised by the campaign.
   
   • If a Pledge is Cancelled, use the AmountPaid value in your calculation and not the Amount value. You may need to use the scroll bar to view this field.
   • VerbalPledges are not included in the TotalRaised calculation.

   

7. Click the Solicitors tab again.
8. Double-click the solicitor with the highest total raised to open that Fundraising Campaign Solicitor record.
9. Click the Pledges tab on the Solicitor record.
10. Add up the totals for each of the solicitor's pledges to determine whether this matches the solicitor's total raised.
    • If a Pledge is Cancelled, use the Amount Paid value in your calculation and not the Amount value. You may have to open the Pledge record to identify the Amount Paid.
    • Verbal Pledges are not included in the Total Raised calculation