If you raise funds on an annual basis, this base will help you track your donors' pledges, interactions, and giving progress at a high level. From just a list of donations you'll get a grid-view breakdown of each donor's gifts per month. Just add pledge information to see each donor's progress, the total amount of funding you can expect for the year, and additional supporting details about donors who have lapsed.
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Basically, this tool shows you an always-up-to-date landscape of your donor engagement and follow-up.
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This base has grown into a light CRM streamlined to manage pledge-driven giving. We developed this base for our leaders and staff in the Underground Network who personally raise funding. As a movement of missionaries, we are a people with a calling, and our goal is to empower you to follow it more fully. With tools like this, you can focus your fundraising effort more effectively and then free up your time to pursue what you are called to do.
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To make it your own:
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* When you paste in donations, Airtable will automatically create new Donor records if the name on the donation doesn't match any of your existing Donors. If a donor goes by a different name than what's on their donations, put that in the Nickname column on the Donors tab.
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This tool is part of a larger way we want to resource and equip you for mission. We've also created an online course to assist you as you establish and develop your funding base.
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Our Funding Development course will walk you through:
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You can also watch the Course Intro video to get a personal introduction to the training content.