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How do I set up a donation tracker?

 

To begin using the donation tool, you must have at least 4 years of coded campaign data. See What is data coding? and Campaign Coding for more information.

  1. Click “New Project” to begin.

  2. Name your project, set an end date, and choose a project type.

    Note: The system will treat the 12 months leading up to your end date as your current year.

  3. Select at least 4 years of campaign data to build a strong historical foundation.

  4. On the next screen, choose relevant funds if your organization uses fund designations.

  5. Set your growth goals.
    Use TRG’s suggested targets or enter your own custom goals based on your strategy.

  6. Create gift levels that align with your benefits structure.
    Define the name and gift range for each level.

    Tip: For your highest level, check the “Or higher” box to include any larger gifts.

  7. Add portfolios for each team member overseeing a gift level.
    If portfolio management doesn’t apply, you can skip this step.

  8. That’s it! Once your data populates, return to the tracker page to view your donation dashboard and begin your analysis.