Getting Started with Using Fundraising Management

The Aptify Fundraising Management application provides an organization with the ability to automate the entire fundraising management process from initial campaign definition to fund setup, list selection and contribution tracking. Aptify supports the tracking of Campaigns, Funds, Pledges, Direct Contributions, Solicitors, and Prospect management. In addition, Fundraising Management tracks allocations from Donor Advised Funds and disbursements from Grants.

The Fundraising Management application is an Aptify add-on module that requires its own license. Your user needs a license to the Fundraising module in order to access Fundraising-related data in Aptify. Contact your system administrator for assistance.

Some articles in this section display content specific to the Smart Client application, as not all the functionality is currently available in the Aptify Web application.

This topic contains the following sub-topics:


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