Aristotle Support

Fundraising

Article ID: 637
Last updated: 11 Mar, 2010

Fundraising Screen

To enter the Fundraising screen, click the green “F” button   on the Main Toolbar. 
 
NOTE: Be sure that you have run a Current Selection before entering this section. The Current
Selection might include a list of potential donors on a call sheet, a list of attendees to a certain
event, or perhaps your entire Dataset. 
 
The Fundraising screen data is divided into five tabs: Summary, Personal Pledge, Call Log,
Donations, and Report

Summary Tab
The Summary tab gives you an overall look at your fundraising campaign.

The upper-left box shows your Target Groups, their Target Amounts, and how much you have
raised toward them. The box on the right shows you each of your Events and how much you
have raised toward the Event Target. The lower portion of the Fundraising screen, which is
generated from data entry under the Personal Pledge tab (see instructions below), displays the
donors who have pledged, the targets you have set for them, and how much you have raised
toward the target and pledge. If you check Show pledges for selected solicitor only checkbox,
you will only see pledges associated with the Solicitor in the By Solicitors drop-down box at the
top. If you check the Show un-fulfilled only checkbox, you will only see pledges that have not
yet been satisfied. 
 
NOTE: If you click on the Record’s Mail Name, the Record will open.

Personal Pledge Tab
The Personal Pledge tab may be the first tab you click on when you go to the Fundraising
screen. This is the area where you can set targets for individual donors, enter pledged amounts,
and finally enter contributions raised.

To view a Record, you can highlight the record in the Current Selection or click on the Record
name on the Summary tab. To move through your list of Records, click on the right or left arrow
on either side of the Record name. The program displays the giving history of the donor to the
left of the name. On the right, you can see how much the individual has raised for you if he or
she is a Solicitor. By using the arrows in the middle, you can see how much each individual has
given to a particular Target of Event.
 
The lower portion of the screen shows transactions related to the donor’s history. Here you can
set contribution targets for a donor, enter amount pledged, and enter contributions once the
individual donates.
 
Setting Targets
 
Step-by-Step…
 1.  Click the (+)  button on the Toolbar.
 
2.  The Date will default to the current date. Change it if necessary.
 
 3.  Enter the Amount you seek to raise from the individual.
 
 4.  Change the Tran. Type to “Target”.
 
 5.  Select the appropriate Target Group from the List Box. This is required.
 
 6.  If the transaction is associated with an Event, choose the Event. This is not
required.
 
 7.  If applicable, assign either a Direct Solicitor or Indirect Solicitor or both
(not required).

8. Click the Save button.

Entering Pledges
When the individual pledges an amount, you can enter the transaction here.
 
Step-by-Step…
1.  Click the (+) on the Toolbar.
 
2.  The Date will default to the current date. Change if necessary.
 
3.  Enter the Amount of the Pledge.
 
4.  Change the Transaction Type to Pledge.
 
5.  Select the appropriate Target Group from the List Box. This is required.
6.  If the transaction is associated with an Event, choose the Event. This is not
required.
 
7.  If applicable, assign either a Direct Solicitor or Indirect Solicitor or both
(not required).
 
8.  Click the Save button. 
 
Entering Contributions

Once you have collected a contribution from the donor, you can enter the transaction here. It will
write directly to the Contribution Subfile in the donor’s Record.

Step-by-Step…
1.  Select the Pledge associated with the Contribution in the list.
 
2.  Click the ($) button on the Toolbar.
 
3.  You see the familiar Contribution Edit screen. Complete the contribution
as you normally would, and click the save button. 
 
Call Log Tab 
 
The Call Log tab keeps track of all calls made in the process of raising money. It works like the
Issues Subfile. In fact, once you enter data on this screen and save it, the info is saved in the
Issues Subfile of the Record.

On this screen, you can see all of the contact information for the donor at a quick glance. You
can send a letter directly from the Issue Subfile.
You can also set up a call reminder by clicking the "Clock"  button on the Toolbar.

Compliance/Vetting
 
The Compliance/Vetting tab shows you other Committees to which the donor has given. It does
not require data entry on your part. Simply click on the Compliance/Vetting tab and CM5 will
search Aristotle’s databases of federal and State data, returning the contributions it can match to
the donor. Donors are matched by their name and address, and all past history is displayed. 
 
NOTE: This feature requires Internet access and depending on speeds can take longer on some
computers. By downloading this data you agree to follow all State and Federal Laws concerning
its use.

Reports Tab

The Report tab is where you view all of your information on fundraising easily. You can run
reports for certain date ranges and organize them in almost any manner. The selection of reports
will increase in the future, and Aristotle appreciates your comments and suggestions.
 
FEC Compliance Note: Campaign Manager 5 makes a very limited subset of FEC information
available for compliance purposes only, such as insuring against accepting excessive or illegal
contributions. The data may also be used to refuse or reject contributions from donors who give
to those with whom you may not wish to be associated. This information is not made available
here in an interactive format or one where the information may be manipulated, and our software
does not allow for the downloading or importing of any FEC contributor information into the
client's database. Full searchable and downloadable databases of FEC data are available from
www.fec.gov. By law, information copied from FEC reports “may not be sold or used by any
person for the purpose of soliciting contributions or for commercial purposes....” (The names and
addresses of political committees, however, may be used for solicitation purposes.) 

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Article ID: 637
Last updated: 11 Mar, 2010
Revision: 1
Views: 488
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