Before touching the software, take 15 minutes to draft your organization’s FastFund Raising blueprint by completing these 3 steps on paper or in a spreadsheet:
- Map Your Code Tables: Write down at least five Attributes (e.g., Newsletter Recipient, Major Donor) and three Roles (e.g., Board Member, Volunteer) that you will need to accurately classify your constituent database.
- Determine Your Accounting Needs: Consult with your accounting team to confirm your exact Fiscal Year start month and determine whether you will be utilizing a Pledge Receivable account to track promised donations.
- Draft Your Gift Pyramid: Write down one overarching Fund (e.g., General Fund), one broad Campaign (e.g., Annual Campaign), and two specific Appeals (e.g., Spring Gala, Year-End Mailing) that your organization currently uses to raise money.