Create a Grant Opportunity with Deliverables
Create an Engagement Plan Template
Add an Engagement Plan to an Account
Enter a Recurring Donation
Enhanced Recurring Donations was enabled so that users have an intuitive and user-friendly way to keep track of recurring donations. Enhanced Recurring Donations includes easy to understand field labels and scheduling options, and clearly differentiates between types of recurring donations. Watch this video to see how easy it is to use this feature.
Email Template for Donation Thank You Note
