Donorfy Help Centre

Grants and Major Donors

Fundraising - Trusts, Major Donors, Legacies, Campaigns

Trusts and Foundations

Prospect research

Applying for grants

Campaigns - overview

Campaign Profile Details

Tagging Campaigns

Segmented campaigns

Campaign Analytics

Campaign Expenses

Campaigns & Channels

These articles explain how Donorfy helps you to manage and track the various tasks and activities associated with events.

Challenge events

Managing the workflow and pipeline for major donors, Trusts & Foundations, corporate, legacy cases and much more.

Opportunities overview

Setting up Opportunity Types

Storing information about your prospective funders

Creating and managing Opportunities

Managing your pipeline of Opportunities

Opportunity Pledges and Transactions

How to handle pledged income in Donorfy

Standalone Pledges