Beacon

Summary descriptions of all available record types in a Beacon account

Record types overview

Track who is raising money for your organisation

Master the different record types in no time!

Store everyone involved in making your organisation a success

Tracking your day-to-day activities and communications as an organisation

Beacon's in-built to-do list - how to view and create tasks manually or via Beacon forms

Track ongoing and historic outreach, fundraising, and event based campaigns - managing, creating and customising campaign records

Linking people to campaigns - store and track campaign-specific information for a person or organisation.

Create related campaign member records for multiple people at a time

Creating events in Beacon, using event registration forms to sell tickets and linking people and payments to events

Link your people to events - track and store event-specific information for a particular person

Finding attendees - exporting, emailing and printing a list of people attending your event.

What to use each field for and how to add new payment records

Group your payments to represent money received into your bank

The key differences between payments and subscriptions, and how they relate to each other

Restricted or unrestricted funds? How to indicate in Beacon where donations should be spent.

The key differences between funds and campaigns - tracking where donations came from vs where they will be spent

Manage prospects through each stage of their gift journey

Manage your organisation's funding applications through their entire lifecycle

Manage your end-to-end grant programmes from application, to award, to evaluation.

Storing and managing larger gifts left to you in a donor's will

Managing applications, tracking hours and shifts, and collecting important information with Beacon forms