Fundraising teams¶
Manage fundraising, donations, payments and pledges.
81 page(s) in this audience.
Appendices¶
- Glossary Look up CiviCRM terms and related technical terminology. CiviCRM latest Updated 2026-10-06
Communication — Campaigns¶
- What is CiviCampaign? Learn how CiviCampaign connects activities under a campaign and helps organizations review their outreach. CiviCRM latest Updated 2026-10-06
- Reports and analysis Find the campaign search filters and reporting options available in CiviCRM. CiviCRM latest Updated 2026-10-06
Communication — Mailings¶
- Set up CiviMail for mass mailings Configure organisation contact information, mailing groups, and scheduled jobs for mass mailings. CiviCRM latest Updated 2026-10-06
- Scheduled reminders Set up scheduled email or SMS reminders, choose recipients, and check why a reminder was not sent. CiviCRM latest Updated 2026-10-06
- Modifying system workflow message templates Review the precautions for changing system workflow messages and reverting customized templates. CiviCRM latest Updated 2026-10-06
Configure, automate and extend — Custom data¶
- Creating custom fields Learn how to scope and configure custom field sets and fields, and when to use groups or tags instead. CiviCRM latest Updated 2026-10-06
Configure, automate and extend — Extensions¶
- Extensions Understand what extensions provide, where to find them, and what happens when you install, disable, or uninstall them. CiviCRM latest Updated 2026-10-06
Configure, automate and extend — Permissions¶
- CMS permissions Find CMS permission settings, assign roles and review permissions for common access needs. CiviCRM latest Updated 2026-10-06
Configure, automate and extend — System administration¶
- Payment processors Compare payment processors and find the configuration guidance provided for accepting payments through CiviCRM pages. CiviCRM latest Updated 2026-07-02
- PayFlow Link Configure Payflow Link in PayPal Manager and test payments. CiviCRM latest Updated 2026-07-02
- eProcessing Network configuration via Authorize.net Emulation Configure eProcessing Network through Authorize.net Emulation and test payments. CiviCRM 4.3.0 Updated 2026-07-02
- Moving a CiviCRM instance from production to staging Set the environment when copying a production CiviCRM instance to a non-production site and understand the resulting changes. CiviCRM 4.7.2, 4.7.25 Updated 2026-07-02
- Configuring a new site Review configuration tasks for the features and components your organization will use. CiviCRM latest Updated 2026-07-02
- PayJunction configuration Set up and test a PayJunction payment processor, configure a live account, and review recurring contribution support. CiviCRM latest Updated 2026-07-02
- Setting up Ogone Payment Processor for CiviCRM This document serves as a brief description of how you go about setting up Ogone to work with CiviCRM. CiviCRM latest Updated 2026-07-02
- Configure PayPal Website Payments Pro and Express Configure and test PayPal Website Payments Pro and Express for CiviContribute. CiviCRM latest Updated 2026-07-02
- Moving an existing installation to a new URL, location or CMS Move a CiviCRM installation to a new URL, location, or CMS and update its files, database, and location-dependent settings. CiviCRM latest Updated 2026-07-02
- Recurring contributions and webhooks Find the IPN notify URL to use when configuring a payment processor webhook. CiviCRM latest Updated 2026-07-02
- Configure PayPal Pro recurring contributions Understand PayPal Pro recurring contributions and configure their IPN updates. CiviCRM latest Updated 2026-07-02
- Configuring PayPal API Certificate credentials Preserve the documented API Certificate procedure and its stated support limitation. CiviCRM latest Updated 2026-07-02
- Webform CiviCRM integration Learn how the Webform CiviCRM module connects Backdrop webforms with CiviCRM data and what to consider when configuring forms. CiviCRM latest Updated 2026-07-02
- Drupal 7 Webform CiviCRM Integration . CiviCRM latest Updated 2026-07-02
Contacts and data — Activities¶
- Activities Understand activity records, repeating activities, and the options for administering activity types and statuses. CiviCRM latest Updated 2026-10-06
- Import requirements for activities, contributions, memberships, participants and tags Find the CSV fields and import options described for activities, contributions, memberships, participants and tags. CiviCRM latest Updated 2026-10-06
Contacts and data — Data management¶
- Import contributions using Civi Import Prepare a contribution file, map its fields, and import contributions using Civi Import. CiviCRM latest Updated 2026-10-06
- Import contributions Prepare contribution import data and match contributions to existing contacts. CiviCRM latest Updated 2026-10-06
Contacts and data — Groups and tags¶
- Smart groups Learn how to create, update, and manage smart groups and understand how caching affects them. CiviCRM latest Updated 2026-10-06
Fundraising and engagement — Contributions¶
- Soft credits Understand how soft credits attribute contributions to people other than the donor. CiviCRM latest Updated 2026-10-06
- Personal Campaign Pages Understand what Personal Campaign Pages offer administrators and fundraisers, and where their limitations lie. CiviCRM latest Updated 2026-10-06
- What is CiviContribute? Learn what CiviContribute records and how an arts group uses it to manage workshop income. CiviCRM latest Updated 2026-10-06
- Configure premiums Configure premiums to offer on contribution pages. CiviCRM latest Updated 2026-10-06
- Sales tax and VAT Enable Sales Tax or VAT, create a tax Financial Account, and assign it to a Financial Type. CiviCRM latest Updated 2026-10-06
- Set up a payment processor Configure a payment processor and find the card details given for testing. CiviCRM latest Updated 2026-10-06
- Creating contribution pages Create and configure an online Contribution Page, then make it available to visitors. CiviCRM latest Updated 2026-10-06
- Creating contribution forms using FormBuilder Set up a contribution form with FormBuilder and configure its checkout and confirmation options. CiviCRM latest Updated 2026-10-06
- Key concepts and configurations Understand the financial, payment, status, and data choices involved in configuring CiviContribute. CiviCRM latest Updated 2026-10-06
- Create a membership signup form with online payment Create a public membership signup form with online payment using FormBuilder. CiviCRM latest Updated 2026-10-06
- Example: use FormBuilder to create an event booking form with online payment Create a public event booking form with online payment using FormBuilder. CiviCRM latest Updated 2026-10-06
- Configure profiles for batch entry Change the reserved profiles used for contacts and payments during batch entry. CiviCRM latest Updated 2026-10-06
- Payment processors Compare payment processor characteristics and support before choosing one for CiviCRM. CiviCRM latest Updated 2026-10-06
- Set up and manage Personal Campaign Pages Enable Personal Campaign Pages, provide an invitation to create one, and manage submitted pages. CiviCRM latest Updated 2026-10-06
- Widgets Create, customize, and embed a contribution page widget. CiviCRM latest Updated 2026-10-06
- Invoicing Invoicing works for all Financial Types and Completed and Pending Contribution Statuses and has to be enabled. To enable Invoicing go to Administer > CiviContribute > CiviContribute Component Settings and check the Enable Tax and Invoicing CiviCRM latest Updated 2026-10-06
- Sending receipts and thank you letters Donors making contributions through an online form will automatically receive an email receipt for their payment, provided the option to send them was selected during the configuration of the contribution page. If you wish to manually send CiviCRM latest Updated 2026-10-06
- Batch entry of Contribution, Membership or Pledge Payments Enter multiple payments in a batch, process its totals, and find the processed payments. CiviCRM latest Updated 2026-10-06
- Finding contributions Find contribution records, refine search results, and choose an action for selected contributions. CiviCRM latest Updated 2026-10-06
- Manual entry of contributions Record an offline contribution on a contact’s record. CiviCRM latest Updated 2026-10-06
- Offline fundraising Create a contact list and postal mailing materials for an offline appeal, then enter the contributions received. CiviCRM latest Updated 2026-10-06
- Accounting integration Create and manage accounting batches, then export their transactions for accounting software. CiviCRM latest Updated 2026-10-06
- Manage recurring contributions Find recurring contributions and understand which changes are made in CiviCRM or on the processor site. CiviCRM latest Updated 2026-10-06
- Viewing the CiviContribute dashboard See where to review contribution summaries and choose a dashboard layout. CiviCRM latest Updated 2026-10-06
- Reports and analysis Find the standard contribution reports and other ways to analyse contributions. CiviCRM latest Updated 2026-10-06
Fundraising and engagement — Events¶
- What is CiviEvent? Learn what CiviEvent does and how events, participants, roles, and statuses fit together. CiviCRM latest Updated 2026-10-06
- Manual event registration Register a contact for an event and record an initial or additional payment. CiviCRM latest Updated 2026-10-06
- Mass event registration Register a selected set of contacts for an event with the same registration choices. CiviCRM latest Updated 2026-10-06
- Finding and administering event participants Find existing event participants, take actions on search results, and change registration selections. CiviCRM latest Updated 2026-10-06
Fundraising and engagement — Memberships¶
- Membership renewals Understand how membership renewals affect dates and records, and how members can be reminded or renew. CiviCRM latest Updated 2026-10-06
- What is CiviMember Understand what CiviMember supports and how an organisation can use it to manage memberships. CiviCRM latest Updated 2026-10-06
- Membership price sets Configure a membership price set with multiple membership terms, memberships and non-membership options. CiviCRM latest Updated 2026-10-06
- Online membership sign up Configure, test, and publish a page where visitors can sign up for or renew a membership. CiviCRM latest Updated 2026-10-06
- Defining membership types Understand the options for setting up membership types and collecting additional information about members. CiviCRM latest Updated 2026-10-06
- Manual entry of memberships Create individual memberships, record payments and gifts, and enter batches of membership payments. CiviCRM latest Updated 2026-10-06
- Membership status rules Understand membership dates, status rules, overrides, and how membership statuses are kept up to date. CiviCRM latest Updated 2026-10-06
Fundraising and engagement — Pledges¶
- What is CiviPledge? Learn how pledges relate to scheduled donations, payments, and reminders. CiviCRM latest Updated 2026-10-06
- Set up pledges on contribution pages Enable pledges on an online contribution page and configure payment options and reminders. CiviCRM latest Updated 2026-10-06
- Everyday tasks Record individual or batched pledge payments and cancel pledges. CiviCRM latest Updated 2026-10-06
- Create and manage pledges Enable CiviPledge, create pledges, set up payment reminders, and find and review pledges. CiviCRM latest Updated 2026-10-06
- Pledge reports and analysis Identify the available pledge reports and templates for analysing pledges. CiviCRM latest Updated 2026-10-06
Initial set up¶
- Customizing the user interface Change interface preferences, navigation, forms, search views, and terminology to suit your users. CiviCRM latest Updated 2026-10-06
Introduction¶
- Real world examples See how six organizations have used CiviCRM to manage their work. CiviCRM latest Updated 2026-10-06
Organising your data¶
- Mapping your data Understand where existing constituent and organization data fits in CiviCRM before transferring it. CiviCRM latest Updated 2026-10-06
Search and reporting — Reporting¶
- What is CiviReport? Learn what CiviReport does and how organisations use reports for fundraising, financial tracking, and household contributions. CiviCRM latest Updated 2026-10-06
- What you need to know about CiviReport Understand CiviReport concepts and the questions to consider when planning reports. CiviCRM latest Updated 2026-10-06
- Set up CiviReports Create a report from a template, configure its criteria and settings, and make it available to users. CiviCRM latest Updated 2026-10-06
- The home dashboard & dashlets Add dashlets to your dashboard, control their refresh frequency and create dashlets from reports. CiviCRM latest Updated 2026-10-06
Search and reporting — SearchKit¶
- Create a donation form with FormBuilder Create a public donation form with FormBuilder and a Stripe checkout option. CiviCRM latest Updated 2026-10-06
- Create an invitation list for donor members Build a SearchKit invitation list of current members who are major donors and have no event participant record. CiviCRM latest Updated 2026-10-06
- Create a Soft Credit search and table display Create a Soft Credit search in SearchKit and present its results in a table display. CiviCRM latest Updated 2026-10-06
- Group by Understand how Group By organizes search results and supports analysis of grouped data. CiviCRM latest Updated 2026-10-06
- Search For Identify the primary entities available in Search For and the optional ways to modify or group a search. CiviCRM latest Updated 2026-10-06