Overview: Solicit Donations

There are several tools available for soliciting donations from your donor list:

• The Invitation to Donate provides a link to the online donation form and pre-populates it with the donor's known contact information.
• Built in Mail Merge allows you to personalize printed procurement (and thank you) letters with data from donor and item records.
• A Procurement form can be edited as desired and used to record donations received/submitted (Admin > Print Materials > Procurement Form).
• Contact history and notes can be added to individual donor records and viewed by your entire team to make tracking your procurement progress easier.

• Sending Invitations to Donate
• Creating Mail Merge Letters
• Using Contact History and Notes to Manage Procurement
• Setting Up Online Donation Form For Products And Services