New Articles

  1. Donor CRM File Import

    For organizations using GiveSmart Donor CRM to manage their donors, this guide will walk you through the process of importing your donor data to the donor management platform.   Donor CRM has the ability to import contact/donor records, incl...
  2. GiveSmart Donor CRM Overview

    Please note that this video still refers to GiveSmart Donor CRM as SimplyFundraisingCRM . We will be updating the information as soon as we can to better reflect the current application. Watch this video to learn the basics of what your GiveSm...
  3. How to thank donors

    Please note that this video still refers to GiveSmart Donor CRM as SimplyFundraisingCRM. We will be updating the information as soon as we can to better reflect the current application. Watch this video to thank your donors with emails, physical ...
  4. Add a New Pledge

    Please note that this video still refers to GiveSmart Donor CRM as SimplyFundraisingCRM. We will be updating the information as soon as we can to better reflect the current application. Watch this video to add a pledge to a donor's record in ...
  5. Add a New Gift

    Please note that this video still refers to GiveSmart Donor CRM as SimplyFundraisingCRM. We will be updating the information as soon as we can to better reflect the current application. Watch this video to learn how to add/document a new gift in ...
  6. Add a New Contact Record

    Please note that this video still refers to GiveSmart Donor CRM as SimplyFundraisingCRM. We will be updating the information as soon as we can to better reflect the current application. Watch this video to learn how to add a new contact to your G...
  7. Donor CRM Glossary

    Activities A historical recording of completed or to-be-completed tasks associated with a specific contact Examples: A phone call scheduled for User A to call Donor B next week, an email that went out to Donor C a month ago, a meeting in...
  8. Donor CRM Frequently Asked Questions (FAQ)

    General Q: What is a donor CRM and why is it important? A: Donor CRM (or Donor Management System) is a relationship database that helps a user manage their donors, prospective donors, volunteers, and other supporters by keeping track of donatio...
  9. Collapsing Navigation Bar

    The GiveSmart Fundraise navigation along the left side of the application can collapse to provide more room on the screen for you to work with your campaigns, activities, reports, etc. To collapse or expand the navigation bar, click on the arrow in...
  10. Team Categories

    For anyone creating a new Crowdfunding and Peer to Peer Fundraising, this feature has mostly been absorbed into the existing designs, and as such, is no longer functional. Team Categories refer to a feature that was part of an older design of Cro...