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Fundraising - track funders, communication and donations on Makerble

Fundraising - track funders, communication and donations on Makerble

This guide covers how your fundraising team can track funders, communication and donations on Makerble.

See all your funders in one place

  • Store every funder as a contact

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  • Add additional information to their record such as Main Contact Person, Contact Details, Sectors they fund and more

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Get started

  1. Create a contact form called Funders (set the Contact type to Organisation) and add fields that you would like to appear on the Bio of each Funder. Create a Contact Bio Form

  2. Create a project called Funders Create a Project and add the Funders contact form to it Add a Contact Bio Form to a project

  3. Now you can start creating a contact profile for each funder Create a Contact

Pro tip

Connect the staff at the funder with the funder organisation itself

For example, you could have a contact record for Mary Childs who is the Grants Officer at The Grants Foundation

  1. Create a relationship type called Employer & Employee - Create a Relationship Category

  2. Create another contact form called Funders - Staff and link it to the Person contact type.

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    1. (You might want to rename the original Funders contact form to Funders - Orgs so you can easily distinguish between the two)

  3. Add that contact form to the Funders project as well

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  4. Now you can create contact records for individual people and then link them to the contact record for the funder as a whole. Create a Relationship between a Contact and another contact (or a colleague, i.e. a user)

See your communication history with each funder

  • Conversation notes from meetings, phone calls and emails

  • Optionally add the content of the emails themselves using the Gmail integration

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Get started

  1. Go to the contact profile of a funder and start typing in the Share Progress box to post an update to their timeline Post a Timeline Update from a contact's profile page

Track the status of grants

  • Manage your trusts & foundations fundraising pipeline

  • Add details to grants such as Amount Available, Amount Requested, Application Deadline and more

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Get started

  1. Create a Case Form called Grant - you’ll use this to create a ‘case’ for each grant you apply for. Create a new Case Form (aka a Custom Form for Cases) . You could add fields for additional information such as Amount Available, Application Deadline, Amount Requested, Amount Awarded, Application Status, etc.

  2. Turn on Cases within your Funders project. Turn on Cases

  3. Now you’re ready to create a case for each grant you’re applying for - each grant (case) will be linked to a funder (contact). Create a Case

Track donations

  • Categorise every donation - enter records manually, integrate with a donations platform* or import donation details from a spreadsheet

  • Report on donations

Get started

  1. Create a project called Donors or Individual Giving

  2. Click this link to open the donations survey template and add it to your project. Add a Master Survey to a project (Create a survey campaign)

    1. Alternatively you can

      1. adapt the Donations survey template by creating a copy of it Copy a Survey Template

        Copy a Survey (donations use case).gif

      2. create your own survey from scratch which contains the information about each donation that you’d like to collectCreate a question while creating a survey

  3. If you already have donation information saved in a spreadsheet, you can import them into your Donors project. Import survey responses, attendance records, case notes and stories with tagged contacts using a CSV file (we recommend that you read through this guide)

    1. Start by choosing Import on your survey campaign’s Collect Responses tab

    2. Then find the Donations template on the left and click Download Template - this will give you a template spreadsheet that you could

      1. add your information to

      2. or if you’d rather not copy & paste your information between spreadsheets, you can import your original spreadsheet but do make sure that you have columns in your spreadsheet that can align with the questions on Makerble.

        Import survey responses (Donations use case).gif

  4. Once you import the information, you’ll see the donations tagged to your donors.

*Integration with a donations platform may incur additional development costs. Contact us for more information on support@makerble.com

Go beyond donation records and see relevant additional information about donors

  • Each donor will exist as an individual contact record in your Makerble CRM

  • You can add additional information about donors that will inform your fundraising activities, for example

    • Demographics

      • Date of Birth

      • Gender

      • etc

    • Contact Details

      • Phone Number

      • Email Address

      • Home Address

    • Other Information

      • Job Title

      • Employer

      • How they heard about you

    • Consent

    • Interests

  • These pieces of information will live in the Bio of that contact’s record and you can filter contacts by that information

  • You can also track donors' engagement with your fundraising events by creating those events on Makerble and recording donors' attendance. Events

Get started

  1. Create a Contact Bio Form called Donors and include the mix of fields you’d like to store about your donors Create a Contact Bio Form

  2. Add that Contact Bio Form to your Donors project Add a Contact Bio Form to a project

  3. If you already have this information about donors saved within a spreadsheet, you can import them directly into Makerble Import Contacts via CSV

  4. Alternatively you can create a new contact record for each donor one-by-one Create a Contact

  5. If you want to track engagement with fundraising events,

    1. create a survey called Fundraising Event Engagement and add the questions to it that you would like to collect e.g.

      1. Event Attendances

      2. General Notes

      3. Amount Donated (Pro tip: reuse the same metric that you used in your Donations survey)

    2. create an Event Format (formerly Event Category) called Fundraising Events Create an Event Category and select the Fundraising Event Engagement survey as the Attendance Form

    3. add the Fundraising Events event format to your Donors project Add an Event Category to a project

    4. now you can create each fundraising event Create an Event

    5. and record donor’s engagement Record attendance and notes during or after an event

Pro tip

Use every opportunity you can to collect feedback from your donors. Create a Feedback Survey that you can send out after your fundraising events or use at other points in the year. Collecting Survey Responses: send or complete a survey