You can keep track of all donations received by your organization using your NationBuilder database. Each time someone donates on your website or an offline donation is logged in your database, a unique donation record is created. Those donation records can be reviewed, searched, and exported from the Finances area of your control panel.
Person-to-person communication is the best way to grow your fundraising base. When a member of your staff reaches out to a supporter, she may give a verbal commitment to donate money at a later time. The staffer can record this commitment as a pledge. Pledges can be viewed from the Finances area or from within a person's profile.
Keeping track of pledges
Pledges are promises received from supporters to donate money in the future. Verbal pledges can be recorded in your nation's control panel. You can also gather pledges via a moneybomb page.
You can view a list of all current pledges in your nation from Finances > Pledges > Listing. From here you can add a new pledge by clicking New pledge. You can enter a new pledge for a person in your database by typing in her name, email, or Twitter handle and a list of possible selections will drop down from the tab.
Type in the amount pledged. You can add a tracking code to the pledge and a page to count the pledge on. The page drop-down menu will list all active moneybomb pages. You can also indicate if a pledge should not be published on your website. Click the Save pledge button to save the pledge.
When a check from a pledger arrives, or if you call the pledger and he offers to make a credit card donation over the phone, you can record these donations in the person's profile or from Finances > Pledges > Listing. In the latter area, click Add Donation next to the pledger's name.
Select the payment type from the drop-down menu. If you are entering a credit card donation, select which of your organization’s bank accounts to use to process the donation. Then enter the card number, card expiration date, and card verification code.
You can update the official time for the donation - by default it will list the time you started to add the donation. If you entered a tracking code for the pledge, that will be the tracking code listed for this new donation. You can also update the tracking code at this time. Once you have completed entering the information on this page, click the Pay donation button.
If the amount donated is less than the total amount pledged, then when the donation is recorded, the total pledged will be updated to reflect the change. (For example, if a donor pledges $1,500 and donates $500, then the amount pledged will change to $1,000 to reflect the donation.) Please note: if a donor raises money from another person for your organization, that amount will be reflected in the total amount fundraised, but will not diminish the amount pledged. A pledge is a personal commitment to donate money. You can manually decrease the amount pledged by clicking the edit button next to the pledge in a person's profile under Finances > $ pledged or in Finances > Pledges > Listing.
Fundraisers are people who raise money on behalf of your organization. If a fundraiser isn't indicated when a donation is recorded, then the donor will be listed as the fundraiser. If this is confusing, you may want to appoint a staff member as fundraiser for all donations not associated with a specific fundraiser.
There are four ways a fundraiser can be associated with a donation record:
- Added manually when a donation is recorded (for offline donations)
- Added manually after an online donation occurs
- Recorded when a fundraiser shares a donation page with his friends and includes his recruiter ID in the link
- Recorded when people donate via a personal fundraising page
Donation records can be found via the Finances tab or within a person's profile. When you are editing a donation record, you can update the fundraiser associated with the record.
Scheduling an event where people need to purchase tickets to attend can be a great way to reach out to your current and prospective fundraising base. You can begin fundraising by charging more to attend the event than it costs and while people are gathered you can make an appeal to encourage people to give more money to your cause.
There are two ways to sell tickets to an event listed on your website:
- If tickets are purchased through a third-party website, you can list the ticket price and the URL to purchase tickets by editing the Event Details > Tickets.
- If you would like to sell tickets to your event within your nation, go to Event Details > Settings and check the box next to Sell Tickets. You'll need to choose a page to use to purchase the tickets from your current donation and/or invoice pages. You can also select a tracking code.
We recommend creating a separate donation page to process ticket payments. If you have a tracking code on both your event page and your donation page, the donation page tracking code will be added to the ticket purchase. By creating a ticket purchase page without a tracking code, you can have unique tracking codes connected to each event and those tracking codes will be attached to the ticket purchases. You do not have to use a donation tracking code, but it is a good way to batch donations together so you can understand which events and appeals are most effective to reaching your fundraising goals.
Setting ticket levels
If you set the event to sell tickets, navigate to Event Details > Tickets to set ticket levels to sell. You need to set at least one ticket level. All information entered on this page will be included in the public event page, so it is useful to standardize the use of capital letters and whether descriptions will be in full sentences for each ticket level. Regardless of the order you enter the ticket levels, they will be displayed in ascending order, with the lowest price ticket displayed first and the highest price ticket displayed closest to the Purchase tickets button.