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Fundraising Guide

Fundraising in Ayuna spans more than tracking gifts. It's the work of building donor relationships, running campaigns and events, stewarding sponsors, and mobilizing peer-to-peer fundraisers.

This guide is organized around key objectives your development team is trying to accomplish. Most directors will spend their day in Recording Donations, Managing Donor Relationships, and one of Campaigns / Fundraising Events / Sponsorships depending on the season. Setup work in Building Your Program is mostly one-time. For Donors and Sponsors documents the experience from outside the affiliate, useful when you're explaining flows to your community.

Sections​

  • Building Your Fundraising Program — define funds, account mappings, payment processing, and donor engagement policies up front.
  • Managing Donor Relationships — donor profiles, capacity, engagement, and communication preferences.
  • Recording Donations — cash gifts, recurring, tribute/memorial gifts, in-kind, card-present payments, refunds, and reconciliation.
  • Pledges — multi-year and installment commitments, payment collection, and write-offs.
  • Campaigns — time-bound appeals with public pages and budget tracking.
  • Fundraising Events — galas, golf tournaments, and other ticketed events.
  • Sponsorships — packages, signups, benefit fulfillment, and reporting.
  • Peer-to-Peer Fundraising — teams, individual fundraisers, and leaderboards tied to campaigns or events.
  • Receipts and Tax Documents — automatic receipts, year-end statements, and in-kind acknowledgments.
  • Reaching Donors — embedded forms and public pages on your website.
  • Reporting — donation summary, donor engagement, campaign performance, and sponsorship reports.
  • For Donors and Sponsors — what your supporters experience in Ayuna.
  • Volunteers — donors and volunteers are often the same people; see the Volunteer Guide for that side of the relationship.
  • Communications — receipts, acknowledgments, campaign appeals, and event invitations all flow through Communications templates.
  • Accounting — funds, journal entries, and the link between gifts and the general ledger.
  • Homeowners — fundraising-event sponsorships and project-restricted gifts often tie back to specific homeowner builds.