Donations and pledges
Adding, importing, filtering, viewing a single contacts' history
30 articles
Why did a pledge not auto-fulfill when the donation came in?
Why is a pledge still showing as outstanding?
How does deduplication work when ActBlue donations come in?
How do I track donations by source (ActBlue, Stripe, check)?
What happens when a donation comes in for an unknown donor?
How do I reconcile donations against my bank or processor?
How do I see donations that haven't been thanked yet?
How do I track soft credits or attributed donations?
How do I find donations from a specific date range?
How do I attribute a donation to the right contact?
How do I handle a duplicate donation from ActBlue?
How do I tag a batch of donations for reporting?
How do I find donations above a certain amount?
How do I edit a donation I entered incorrectly?
How do I see a donor's lifetime giving total?
How do I record an employer match donation?
How do I record a recurring donation?
How do I mark a donation as refunded?
How do I find a donor's largest gift?
How do I record an in-kind donation?
How do I record a check donation?
How do I record a cash donation?
How do I delete a donation?Delete a donation from its actions menu. Deletion is permanent. Use Edit to re-attribute or fix a real donation instead.
How do I correct a donation attributed to the wrong person?Move a donation to the correct contact by editing it, or merge duplicate contacts. Includes steps, the duplicate case, and when to contact support.
How do I add or import donations (single or in bulk)?Learn how to automatically sync, add or manually import donations in Raise More using Excel spreadsheet or ActBlue sync
How do I view or filter donations?Learn how to view or filter donations in Raise More to track fundraising efforts and monitor campaign results
How do I export donations?Learn how to export or download donations records in Raise More for reporting, audits, and internal tracking
How do I filter and manage Pledges?Learn how to view and manage Pledges in Raise More to efficiently project incoming funds, plan outreach, follow up on unfulfilled promises
How do I log a pledge during a call?Learn how to log a pledge from a phone call in Raise More and document donor interactions for future reference
How do I see a donor’s giving history?Learn how to view donor giving history in Raise More and view a holistic record of all contributions made over time