Using fundraising goals for major gifts or grants

In this article:

What is a fundraising goal?

An individual fundraising goal represents a major gift contribution (or grant) that you want to pursue. By adding a goal, you can improve your ability to plan.

Add a fundraising goal

To add a goal, click on the Add goal button on the Dashboard, Fundraising tab, or from the Goal Information section of a constituent details page.

On the Goal page, you can set the constituent (if this has not already been set) and the ask amount, as well as the due date and the team member who owns the proposal. You can also add related tasks and assign owners for those, which is useful for planning and tracking required activity for completing the goal.

Moves management

You can use the Status field to indicate progress toward the goal. Define your own statuses in Settings > Menu Items > Gift menu items and then editing the list of values under Goal status.

NOTE: Goals can also be used for grant proposals. Just set the constituent to the foundation or other granting organization.

You can search for and export goals using filters and Advanced Search criteria from the Fundraising > Goals page.

You can also report on goals in a constituent report, choosing the "Goals" or "Goal list" columns to view your goal data on a by-constituent basis.