Contribution
A received gift of money.
Fundraising help
Track gifts, suggest the next ask, and stay on top of compliance.
Use this guide to log finance entries, read the suggested-ask bands, and work the compliance task list inside the workspace.
Finance entriesWhat you log
Pledge
A commitment to give that is not yet in hand.
In-kind
A non-cash donation of goods or services.
Expense
Money the campaign spends.
PendingReceivedDepositedRefunded
A gift moves Pending → Received → Deposited; Refunded reverses it.
Suggested asks
Donors are banded from realized giving history, and each gets a recommended next ask.
Major
Your highest-capacity donors; the suggested ask steps up accordingly.
Mid
Reliable mid-level givers with room to grow.
Grassroots
Small-dollar supporters; the ask stays approachable.
Prospect
Little or no realized giving yet; treat as a first ask.
Compliance tasksOpen → in review → submitted → closed
Filing deadline
A campaign-finance report due date to hit.
Cash reconciliation
Tie deposits back to logged gifts.
Donor follow-up
Thank-yous, receipts, and re-solicitation.
Report review
Review a report before it is submitted.