The Event Info section keeps track of fundraising events for alumni and other donors. You can enter as many events as you desire and record donations to each event by year. If you take pledges for the event, you can also enter the pledge amount, check amounts pledged and send letters and statements to those who've made pledges.
Enter/Change Event Info - Enter names and costs for each event. Each event should have a unique name. Each event is assigned an Event ID, which can be used for online donations and/or online registration. Go to Setup Online Forms for information on how to create forms for online donations or registrations.
Enter/Change Donation/Pledge Amounts - Use these screens to record or change donations or pledges for an event. Pledges can be entered as a one-time donation or as a recurring donation.
Enter/Change Event Registrations - Use these screens to record or change registrations and payments for an event.
Enter/Change Event Expenses - Use these screens to record or chang expenses for an event.
Check Pledges/Send Lettes - From this screen you can check the current status of pledges for an event and then create letters to send to donors reminding them of pledges that are due to be paid. If you choose to record the date the letter is sent, that will be recorded in the Contact History for the donor. You can edit the content of the letter from the Edit Pledge Letter screen.
Donor Pledge Payment Statements - From this screen you can create pledge statements that can be mailed to donors showing the balance owed for current pledges. If you choose to record the date sent, that will be recorded in the Contact History for the donor.
Print Donation Thank You Letter - From this screen you can create Thank you letters to send to donors for a specific event. If you select to record the date the letter was sent that will be recorded in the Contact History for the donor. You can edit the content of the letter from the Edit Donation Thank You Letter screen.
Event Registrations/Donor Summary - From this screen you can view registrations and/or donations for an event.
Donation/Registrations by Date Summary - From this screen you can view Donations and/or Registrations for selected dates.
Event Income Summary - This will generate a report on the net income for an event based on recorded registrations and/or donations and recorded expenses. You can view event totals or individual registrations/donations. The list can be sorted by Date Given, Donor Last Name, or Amount Given.
Event Expense Summary - This will generate a report on Event Expenses. You can View total expenses or individual expenses for each event.