QUIZ

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Learning Path: Development & Fundraising Quiz

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1. Where do you enter Pledge Payments from?

From the Contact record

From a Campaign

From a Donation Form

From the Pledge record

2. How can you track the success of a development Campaign? (pick two)

By adding Donations to your Campaign

By connecting Accounts to your Campaign

By tracking Contacts' responses using Member Statuses

You can't; Campaigns are used exclusively for Marketing

3. How can you make sure that you’re not double-counting money you’ve received from a Grant in your reports?

Add a filter for Donation Record Type to include Grant Payments, but not Grants

Export your report and adjust it in Excel

Only create Grants for the amount of money you’ve already received

Add a filter for Donation Record Type to include Grants, but not Grant Payments

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