About the Fundraising Management Forms

This topic provides field-by-field information on every form used in Fundraising Management. This topic is intended for use as a reference for the various fields on any Fundraising Management form.

The forms are documented in alphabetical order. Within each form, tabs are also addressed in alphabetical order.

Note that the fields marked as required in this topic are required at the entity level. In some cases, a required field may already have a default value so a user does not need to specify a value for these fields before saving the record. To review the list of fields required at the entity level, open the appropriate Service Properties dialog (by right-clicking the service in the Navigation Bar and selecting Properties) and click the Fields tab.

This topic contains the following sub-topics:

• About the Donor Advised Funds Form
• About the Donor Advised Fund Allocations Form
• About the Fundraising Campaign Match Rules Form
• About the Fundraising Campaign Solicitors Form
• About the Fundraising Campaigns Form
• About the Funds Form
• About the Gifts In Kind Form
• About the Gifts in Kind Categories Form
• About the Giving Categories Form
• About the Grant Disbursements Form
• About the Grant Due Diligence Form
• About the Grant Due Diligence Steps Form
• About the Grant Report Payment Links Form
• About the Grant Reports Form
• About the Grants Form
• About the Guest List Form
• About the International Support Fund Categories Form
• About the International Support Funds Form
• About the Payment Schedule Form
• About the Pledge Contact Types Form
• About the Pledge Contacts Form
• About the Pledge Stages Form
• About the Pledges Form
• About the Prospects Form
• About the Rule Ranges Form