Nimble AMS provides functionality that allows your constituents and staff to easily make and take donations to your association, and for you to track those donations.
You can solicit donations from your constituents in the following ways:
- A standalone donation
- A donation when joining or renewing a membership
- A donation connected to an appeal
In this section, you will find information and steps for donation configuration, donation management, and donation processing.
Staff can link a donation product to a membership type to be shown during membership join or renewal in Staff View and Community Hub.
If your association has more than one entity, and a donation is made to a secondary entity, transactions appear differently depending on whether it's given through Staff View or Community Hub.
A donation made in Staff View, or in addition to a membership in Community Hub, involves Inter-Entity transactions to transfer the the donation from the primary to the secondary entity.
A standalone donation made inCommunity Hub creates a transaction directly linked to the secondary entity, without the use of Inter-Entity transactions.
Staff can create an appeal record linked to a donation product so they can solicit to a target group of individuals and track donations made toward that appeal. Staff can also clone an existing appeal to expedite creation of a new appeal. It will copy information from the cloned appeal into the new appeal.
Staff can view:
Existing donationsShow Me an Image...
General donation information and amountShow Me an Image...
Existing donation productsShow Me an Image...
Donation product information and descriptionShow Me an Image...
Donation product accounting settingsShow Me an Image...
Community Hub settingsShow Me an Image...