Set up your stewardship system

Get your stewardship system ready to show value to your donors, as well as customize different parts (text, logos, email addresses) according to your organization's needs.

  • A fund is an amount of money set aside for a particular purpose, such as an award, a specific program, or endowed chair

  • An award period groups disbursements for easier identification and export

  • A donor profile is a page providing additional information about your donors

  • A donor contact is someone—usually on behalf of the original donor—who receives updates related to a fund (fund performance, recipients, disbursements)

  • A disbursement is a collection of data points about an recipient—often related to the original awarding criteria

  • A recipient is someone benefiting from a donation (e.g., student, client, etc.)

Tasks

  1. Create and manage stewardship funds: Set up funds to link donor contacts with related recipients, fund snapshots, disbursements, and bulletins

  2. Set up award periods (optional): Create award periods for easier identification and export of disbursements

  3. Set up donor profiles (optional): Create profiles to highlight donor accomplishments and provide information for recipient thank-you letters

  4. Donor contacts: Create accounts so you can prepare donor reports and (if desired) give contacts access to their donor portal

  5. Set up stewardship branding: Customize various parts of your system—email address, site title, site URL, etc.—specific to Stewardship Management

  6. Set up communication templates (optional): Update wording and other details for system communications

  7. Set up stewardship fields: Choose which information you want visible to donor contacts and other administrators

  8. Fund and contact imports (optional): Add new data to your stewardship import files