Trusts and Foundations

  • Overview

    Introduction Donorfy can help you manage targeted, bespoke funding approaches, such as applying for grants from Trusts & Foundations. Typically, these involve smaller numbers of potential donors, but require more complex information and processes,...

    Robin Fisk
  • Prospect research

    From within a constituent profile, you can record information about a Trust or Foundation that remains reasonably constant. This is held on a Trust or Foundation constituent profile, along with information such as contact details, areas of interes...

    Robin Fisk
  • Applying for grants

    Grant applications are handled using the Donorfy feature called Opportunities (note - this is only available in the paid-for Professional plan).  You can use Opportunities to manage the application process. There are different Opportunity Types av...

    Robin Fisk
  • Reporting

    You can report on grant applications in two main ways in Donorfy - the Pipeline, and using the Lists feature. Opportunity Pipeline To view the current state of the pipeline of opportunites, select Opportunities from left-hand menu to see the overa...

    Robin Fisk

Campaigns

  • Campaigns - overview

    Campaigns represent the promotional activities that your organisation does in order to raise support. Every activity, donation, opportunity can be coded against a campaign. This enables you to track and measure your fundraising by campaign. Campai...

    Robin Fisk
  • Campaign Profile Details

    The campaign profile details provide the basic information about a campaign - these details can be used in reports & analysis - some details are used by Donorfy for calculating figures on the analytics tab as follows: General Description - your c...

    Ben Brett
  • Tagging Campaigns

    Adding tags to your campaigns can be useful for grouping together campaigns for reporting or analysis - for example, you might have a number of campaigns that are raising money for the same project - you could create a tag for the project, tag all...

    Ben Brett
  • Segmented campaigns

    This is a Professional Plan only feature - to upgrade see https://donorfy.com/pricing   If you are running a mailing campaign and you want to tailor the message and/or channel you use for different groups of people you can segment your database. ...

    Ben Brett
  • Campaign Analytics

    The campaign analytics tab shows the following information Chart of new constituents recruited by month - this is for the year given on the campaign profile - if no year is specified the current year is used Chart of donation amount per month  RO...

    Ben Brett
  • Campaign Expenses

    The campaign expenses tab allows you to add budgeted or actual expenses for your campaigns - this data can be then be used to work out the return on investment (ROI) for your campaign - i.e. for every £1 you spent how many £s did you raise. The Ad...

    Ben Brett
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Opportunities

  • Opportunities overview

    This is a Professional Plan only feature - see https://donorfy.com/pricing for a feature comparison. The Opportunities feature enables you to manage and track the process of fundraising from: Trusts & Foundations Major Donors Corporates Legacy c...

    Robin Fisk
  • Setting up Opportunity Types

    This is a Professional Plan only feature - to upgrade see https://donorfy.com/pricing   To use the Opportunities feature effectively you need to define Opportunity Types for each kind of fundraising process you do. Opportunity Types describe the ...

    Robin Fisk
  • Storing information about your prospective funders

    From within a constituent profile, you can record information about a prospective funder that remains reasonably constant. This is held in a panel called Prospect Research within the constituent profile. Add Prospect Research information to an exi...

    Robin Fisk
  • Creating and managing Opportunities

    This is a Professional Plan only feature - to upgrade see https://donorfy.com/pricing   Opportunities are a great way to manage fundraising from higher-value funders such as Trusts, Foundations, Corporates, Major Donors and legators.   To create ...

    Robin Fisk
  • Managing your pipeline of Opportunities

    You can view and manage your pipeline of opportunities by clicking on the Opportunities link in the left-hand navigation menu: It displays your opportunities according to the filter on the left-hand side. There are three views that you can choose...

    Robin Fisk
  • Opportunity Pledges and Transactions

    Pledges and Transactions tab This tab is part of the Opportunity form. It's where you manage information about the money from this opportunity. You may have as many pledges as you want on an opportunity. Each one represents an anticipated payment ...

    Robin Fisk

Events

  • Gala events

    You can use Donorfy to track invitations, attendance of, and contributions from gala events that your charity may run. To do this the event will need to be represented in Donorfy by a Campaign. This enables you to track income against a target, co...

    Robin Fisk
  • Challenge events

    You can use Donorfy to track invitations, attendance of, and contributions from challenge events that your charity may run, such as the Marathons, walking events, sports, and more. To do this the event will need to be represented in Donorfy by a C...

    Robin Fisk