Fundraising & Development
User Guide

1. Introduction

Asks powered by your real impact: the case-for-support, campaign, board-engagement, and gift-range drafters now pull your organization's measured program impact from the Impact and Outcomes app. That means an appeal or case for support uses your actual outcomes as proof and ties gift amounts to real results, which is what convinces donors and funders to give.

Improve a document you already have: As well as generating documents, you can upload one you already wrote and have AI improve it. Open the AI Automations page and use the "Improve an existing document with AI" card: pick a file (Word, text, or a text-based PDF), and AI returns a cleaner version plus a summary of what changed, with your original kept.

The Nonprofit Fundraising & Development course is a comprehensive, self-paced learning platform covering every major area of nonprofit fundraising, from foundational principles and donor psychology to major gifts, grants, planned giving, and capital campaigns.

The course includes modules, each containing multiple lessons, a comprehension quiz, and a practical Excel toolkit to apply what you've learned. All your progress, notes, and activity responses are saved automatically to your account so you can pick up right where you left off, on any device.

Creating an Account

Signing In

On the sign-in screen, enter your registered email and password, then click Sign In. Your progress, notes, and activity are restored automatically.

Signing Out

Click Sign Out in the top-right header bar at any time to log out. Your progress is saved automatically before sign-out.

Your first session

This is the fastest way to learn the app: sign in, get your bearings on the Dashboard, then run one real task from start to finish. The walkthrough below adds a grant to the Grants Pipeline tracker, which is the app's first fully built operational tracker. Plan on about ten minutes.

Step 1, Sign in and land on the Dashboard

Step 2, Add your first grant (worked example)

Say you are pursuing a $25,000 request from the Riverside Community Foundation to fund an after-school tutoring program, with a proposal due March 15. Here is how to track it from the first time you hear about the funder all the way to the award.

Step 3, Move the grant through its stages

As the grant progresses, you only change the Stage dropdown on its card. The pipeline re-sorts itself by stage automatically, and the summary totals recalculate.

Step 4, Let AI draft your Annual Development Plan

Now try the flagship AI automation. It turns a goal and a few details into a complete written plan you can edit and share.

What to explore next

• More AI tools: the AI Automations page also includes a Campaign Plan Generator, Gift Range Chart Builder, Case for Support Drafter, Revenue Diversification Analysis, Fundraising Readiness Assessment, Board Fundraising Engagement Plan, Fundraising Calendar Builder, Event Plan Generator, and the Giving Guide. See the AI Automations guide for what each one needs.
• Events & Ticketing: open the Events tab to set up an event, sell or comp tickets, publish a registration page, and check guests in. See Section Events & Ticketing.
• Course Modules: the full Fundraising & Development course lives under Course Modules in the Learn & Help group. See Section 3. Course Modules.
• My Organization: your organization identity, branding (letterhead, footer, signature), language, and connections are all set once on the My Organization page and carry across every app, so your exported documents carry your nonprofit's look.

2. Dashboard Overview

After signing in, you land on the Dashboard: your home base. It has a Resume card that jumps you to your next unfinished lesson, plus tabs for navigating modules, the glossary, and the resource library.

Click the All In One Nonprofit logo and course title in the header at any time to return to the Dashboard from anywhere in the app.

Resume Where You Left Off

A Resume card near the top of the dashboard links straight to your next unfinished lesson, so you can pick up exactly where you stopped. It disappears once every lesson is complete.

Dashboard Tabs

Three tabs organize the main dashboard content:

3. Course Modules

The course is organized into modules, each covering a major area of nonprofit fundraising. They are designed to be taken in order, but all modules are unlocked and accessible from day one.

Each module card on the dashboard shows a color-coded accent bar and the module level.

Module Detail View

Click any module card to open it. You'll see:

• Module header: title, description, difficulty level, lesson count, and estimated time
• Learning Objectives: the skills you'll develop in this module
• Lesson cards: all lessons and the module quiz as a grid of colorful cards, each with a colored top accent, an icon (📖 for lessons, 📝 for the quiz), a progress bar, and an Open / Resume / Review button that reflects your completion status
• Toolkit download (where available), a green download box to grab the Excel toolkit for that module

Lessons

Click any lesson card to open the Lesson Player. Each lesson contains:

• Content tab: the full lesson text with callout boxes, comparison tables, and practical examples
• Notes tab: a personal note-taking area. Notes are saved automatically per lesson.
• Activity tab: a reflective exercise to apply the lesson to your organization. Responses are saved per lesson.

Use the  Prev and Next → buttons at the top to move between lessons without returning to the module view. The current lesson number and module name are shown in the breadcrumb trail.

Quizzes

Each module ends with a 5-question multiple-choice quiz, the last card in each module's lesson grid, marked QUIZ with a  quiz badge. Quizzes are a self-check, there's no pass/fail score to clear.

When you take a quiz:

• Select an answer for each question, then click Submit Quiz
• You'll see your score and which questions you missed (your wrong picks are marked in red)
• If you missed any, click Reveal Correct Answers to see the right choices and full explanations, so you can check your own thinking first
• Mark the quiz lesson Complete with the action bar, just like any other lesson

Notes & Activities

The Notes tab in each lesson lets you jot down reflections, quotes, or action items. Click Save Notes to store them, ⬇ Download to save them as a text file, or 🖨 Print them for your records. Notes persist between sessions.

The Activity tab presents a practical exercise tied to the lesson content. Type your response, then click Save Activity: and you can Download or Print it too. Activities are stored per-lesson and can be revisited and updated at any time.

Excel Toolkits

Several modules include a downloadable Excel Toolkit: a professional-grade spreadsheet designed to help you apply that module's concepts at your organization. The toolkit appears as a green download box at the top of the module detail view.

Click "Download Toolkit (Excel)" to save the file to your computer. Each toolkit opens in Microsoft Excel or any compatible spreadsheet application.

See Section 8, Toolkit Reference for the complete list of available toolkits and what each contains.

Lesson Search

On the Course Modules tab, a search bar sits above the module grid. Type any keyword to instantly search all lesson titles across all modules. Results show the lesson title, module, level, and duration. Click Go → or press Enter to jump directly to that lesson.

Click the ✕ button in the search bar to clear the search and return to the full module grid.

4. Glossary

The Glossary tab (on the dashboard) contains over 60 fundraising terms defined in plain, practical language, from Annual Fund and Bequest to SYBUNT and Unrestricted Gift.

Searching the Glossary

Type any word into the search bar at the top of the Glossary tab. The list filters in real time to show matching terms and definitions. Clear the search to see all terms.

Browsing by Letter

Click any letter button in the alphabet strip to jump to terms beginning with that letter. Click the active letter again (or click a new letter) to navigate. Clicking "All" resets the filter to show every term.

Glossary Entry Format

Each entry shows the term, its abbreviation (if applicable), and a full definition. Some key terms are referenced directly in lesson content throughout the course.

5. Resource Library

The Resource Library tab (on the dashboard) provides a curated collection of external tools, guides, templates, and references organized by topic area. Resources are grouped into categories such as:

• Donor Research & Wealth Screening Tools
• CRM & Database Platforms
• Direct Mail & Email Marketing
• Grant Research Databases
• Sector Data & Benchmarking Sources
• Professional Associations & Continuing Education

Each resource card shows the resource name, a brief description, and a link to the external site. Links open in a new browser tab.

✨ AI Automations

The Fundraising and Development app includes AI automations that draft fundraising strategy for you from the details you provide. You review and edit everything before it is used. Open the AI Automations tab from the dashboard to use them.

The first is the Annual Development Plan generator, which turns your goal and a few inputs into a full plan: goal and revenue mix, strategies by source, a fundraising calendar, key priorities, and metrics to track. More fundraising planning tools are on the way.

Every automation lets you copy, download as Word or text, print, or email the result.

How to run any AI automation

Full details: see the AI Automations guide for what each one does, what to enter, and what you get back.

📊 Predictions

The Predictions tab sits directly under the Dashboard in the left sidebar, next to AI Automations. It reads your own pipeline data and turns it into forward-looking guidance. Open the Predictions tab from the dashboard to use it. The page and its scores are free for everyone.

Grants Pipeline Forecast

Each open grant in your Grants Pipeline has its requested amount weighted by its current stage to an expected value (an early-stage prospect counts for less than a submitted request, which counts for less than one already awarded). Summed across the pipeline, this gives a realistic projection of likely grant revenue rather than a sum of every ask at full value.

Deadline Risk

Grants with a due date approaching are flagged by how close the deadline is, so the work most at risk of slipping surfaces first.

Grants Pipeline Brief (AI)

One button on the Predictions page, Grants Pipeline Brief, turns the scored data into a short, prescriptive action brief: what to prioritize, which grants need attention, and which deadlines are at risk. See the AI Automations guide for the full write-up.

📢 Campaigns & Appeals

The Campaigns & Appeals tracker lets you plan and measure each fundraising push as its own initiative: an annual appeal, a year-end campaign, a giving-day drive, a spring appeal, and so on. Open it from the Campaigns & Appeals card on the Dashboard, or the Campaigns & Appeals item in the sidebar. Everything you enter is saved to your account.

Add and track a campaign or appeal

Click + Add campaign to create an entry, then fill in the details:

Each entry shows a progress bar of raised versus goal, with the percentage and the net (raised minus cost). At the top of the page, summary cards total your number of campaigns and appeals, the combined goal, the combined raised, and the overall net, so you can see your whole fundraising calendar at a glance.

Link a plan from your Document Library

If you drafted a plan with the Campaign Plan AI automation and saved it to your Document Library, you can attach it here. In the Plans & appeals in your Document Library panel, use Classify a document to tag any saved document as a Campaign or an Appeal. Tagged documents then appear in the panel, and Start entry creates a tracker entry pre-filled from that document. You can also paste a plan link straight into an entry's Linked plan field. You need to be signed in to your account for the Document Library panel to load.

How this fits with Donor Management

This tracker is your planning and summary layer. The gift-level detail (which gifts came from which appeal) lives in Donor Management, where every gift is attributed to its appeal and the Campaign Performance Analysis automation reports on results. Track the plan and the headline numbers here; the underlying gifts stay in one place in Donor Management rather than being entered twice.

📅 Playbooks

Playbooks (sidebar, under Develop, or the Start from a playbook button on Campaigns & Appeals) are step-by-step plans for the campaigns most organizations run every year, with every date worked out from your Giving Tuesday date (the Tuesday after Thanksgiving, computed each year; use Plan for to look at next year). Two are here now, Giving Tuesday and Year-End; more are coming.

The Giving Tuesday playbook

Why the day matters; the plan by date (about 60 days out, 30 days out, one week out, the day hour by hour, the day after and beyond); the three communication series (pre-giving cultivation, day-of appeals, post-gift follow-up) with their cadence; copy templates (subject-line patterns, an email outline, three texts, two thank-yous); an eleven-post social calendar with starter copy and dates; eighteen ideas that make the day different; a ten-item checklist that is saved for your organization so every seat sees the same list; how to measure success; and a five-week version if you are starting late. The last section links to the pages where the work happens: Campaigns & Appeals, Corporate & Sponsors, Team Fundraising, Donor Management, Marketing, AI Automations and the Document Library.

The Year-End playbook

Why December matters, the calendar from Giving Tuesday through early January, fifteen ideas, and the rules of thumb (thank within 24 hours, stop asking once someone gives, one ask per message, send the tax-smart reminder by mid-December).

Which plan does what

The playbooks themselves (the plan by date, the series, the copy, the social calendar, the checklist, the measures) are on every plan, including the Launch Plan, and an organization on the Launch Plan or AIONP Essentials runs the campaign by hand with its own tools. The working parts below, Start this campaign, the posts file, the email series, the Giving Tuesday Kit and Read the results, come with AIONP Complete; on the other plans the Start this campaign panel shows what Complete turns on and links to the pricing page.

Start this campaign

At the top of the Giving Tuesday playbook, fill in what you know (campaign name, goal, owner, match sponsor, amount and window, giving page link, hashtag, who signs, the impact statement, the suggested amounts) and press Start this campaign. Two things happen: a campaign row is created in Campaigns & Appeals (goal, dates from 60 days before to 30 days after, owner, the match in the notes), and about thirty-six dated tasks are written to the owner’s to-do list, so they appear on Today at https://app.allinoneforprofit.com/waiting, on the organization calendar and in the Monday digest, each linking to the page where the work happens. Pressing Start again rewrites the open tasks with the new details (finished ones stay). Only the owner or an admin can give the tasks to someone else.

Hand the pieces to the tools that send them

• Download the eleven posts (.csv) writes the social calendar in the Social Media Planner’s own import format (one row per post for Facebook, Instagram and LinkedIn, dated from your Giving Tuesday, with your impact line, sponsor, link and hashtag filled in). In Marketing, open Social Media Planner, choose Import and add them as drafts or schedule them.
• Send the email series to MailerLite as drafts creates nine draft campaigns (three before the day, four on the day, two thank-yous) in the organization’s own MailerLite account (connected in My Organization, Connections). Nothing is sent; you pick the audience and the time there.
• Save the email series to the Document Library (Word) files the same nine emails as one Word document under the campaign, for organizations that use another email tool.
• Write everything in our voice opens the Giving Tuesday Kit card on AI Automations, which writes the seven emails, the three texts, the eleven posts and the two thank-yous from your mission line, goal, match, impact statement and amounts, with Copy, Word, Save to Library, Text, Print and Email like every other card.

After the day

Read the results from Donor Management counts the gifts dated on Giving Tuesday or tagged with the campaign name as their appeal: raised, gifts, donors, average gift and new donors (first gift ever). The raised total and the donor count are written to the campaign row and the row is marked Complete.

🔗 Shared Campaigns

Added October 15, 2026. A real campaign rarely lives in one app. A year end appeal has gifts in Donor Management, a holiday event here, emails and posts in Marketing, and volunteers stuffing envelopes in Volunteer Management. Shared Campaigns ties those pieces together so the results sit on one card. Open it from Shared Campaigns in the sidebar (under Develop), or at https://www.allinoneforprofit.com/fundraising-and-development/?page=sharedcampaigns.

Create one and link what belongs to it

Click + New shared campaign and give it a name, a status (Planning, Active or Closed), a goal, what the campaign itself costs, and start and end dates. Then, on its card, choose Link something..., pick the kind (a Donor Management appeal, an event, a volunteer opportunity, a Marketing campaign, an email sequence or a social post), pick the item, and click Link. Link as many as you like. The × on a linked item unlinks it. Linking never copies or changes anything in the other app, and deleting a shared campaign (click Delete, then Click again to delete) leaves the appeal, the event, the posts and the opportunity exactly where they were.

What the card adds up

Gifts follow the appeal by its name, as they do in Donor Management. If you rename an appeal there, link the new name here; the old link shows as no longer found so you can see what changed. Campaigns & Appeals, above, stays the place to plan a campaign by hand; Shared Campaigns is where the real numbers from every app come together.

🎟️ Events & Ticketing

The Events & Ticketing manager lets you run galas, workshops, and other fundraising events end to end: create the event, sell or comp tickets, publish a public registration page, track who is coming, and check people in at the door. Open the Events tab from the dashboard to get started.

Create and Edit Events

Click New event to set up an event with its name, date and time, location, and a short description. You can edit any of these details later, and an event stays in draft until you publish its registration page.

Event Picture, Outside Registration and Partner Walks

Once an event is saved, the Picture box in the editor takes a JPG, PNG, WebP or GIF under 5 MB (a wide 16 by 9 picture looks best). It shows at the top of the event page, on your website's Events block and in the events embed. A draft event's picture stays private until you publish.

Under How people register, choose Registration is on another website when someone else runs sign-ups, for example a partner rescue's walk or a conference. Paste the registration address (it must start with https://) and the button wording. Ticket types and promo codes are hidden, because nothing is sold here. Tick This is a partner event we take part in to add your team page, a team goal and the amount raised so far; the event page shows a progress bar and a Join or support our team button. Update the amount raised whenever you check the partner's site.

Every published event page also has Map, Add to Google Calendar and Add to Apple or Outlook calendar links. After the date passes, the page turns into a short recap and stops taking registrations.

Ticket Types and Pricing

Each event can have one or more ticket types, for example General Admission, VIP, or Sponsor Table, each with its own price and an optional quantity limit. Free events simply use a ticket type priced at zero.

Promo and Comp Codes

Add promo codes to offer a discount on paid tickets, or comp codes to give a ticket at no charge (for board members, honored guests, or staff). You control how many times each code can be used, and the registration page applies the discount automatically when a valid code is entered.

Tickets Only an Invitation Code Opens (October 2026)

Tick Only with an invitation code on a ticket type and it still shows on the event page, but nobody can choose it until they apply one of the event's invitation codes. Under Promo & comp codes, a code set to Invitation only (no discount) opens those seats and changes no prices, and a comp code opens them and makes the whole order free; a percent-off code does not open them. Use it for VIP tables, complimentary seats or a donor reception. Replies to ticket, receipt and registration emails go to your organization.

Publish the Registration Page

When the event is ready, publish its public RSVP and registration page. You get a shareable link you can post anywhere: email, social media, your website, or a printed flyer. Anyone with the link can register or buy a ticket without signing in to All In One Nonprofit.

Selling Paid Tickets

Paid tickets are processed through your organization's own connected Stripe account. You connect Stripe once, and from then on every ticket payment goes directly into your organization's account.

Attendee Roster and Check-In

Every registration appears on the event's attendee roster, with the attendee's name, ticket type, and payment status. On event day, use check-in to mark each guest as arrived, so you have a live count of who is in the room.

QR Tickets and the Mobile Check-In Scanner

Every event ticket now has its own branded "Admit one" ticket page that shows the event title, date, and location, the attendee's name, the ticket type, and a scannable QR code. People who buy a paid ticket receive a per-ticket link in their confirmation email, and you can open any attendee's ticket at any time from the event roster using the Ticket link next to their name.

On event day, open the mobile check-in scanner from the roster with the Check-in scanner button. The scanner uses your phone's camera to read each guest's ticket QR code and checks that guest in automatically. As you scan, it shows clear feedback for each ticket, Checked in, Already checked in, or Not a valid ticket, along with a running tally of how many people are in the room.

A Gift at Checkout and the Guests' Names (added October 10, 2026)

The public ticket page now offers a gift alongside the tickets. Under the ticket choices a buyer sees "Add a gift to [your organization] (optional)" with $25, $50, $100 and $250 buttons and an "Other $" box, plus a checkbox, "Cover the card fees so [your organization] receives every dollar". The gift and the covered fees appear as their own lines in the order summary, the button reads "Get tickets and give" when a gift is chosen, and the receipt notes that the gift is fully tax-deductible and sits on the same receipt as the tickets. The gift box shows on a nonprofit's page even before Stripe is connected, so you can see it while you set up; the button stays off until payments are on. Business events on All In One For Profit do not show a gift box.

To know who is coming, not just who paid, tick "Collect each attendee's name" when you create or edit the event. The ticket page then asks "Who is coming?" and shows a "Name for ticket 1", "Name for ticket 2" box for every ticket in the order, so a table of ten arrives on your roster as ten named guests, each with a ticket and a check-in.

A QR Code for the Event Page, and Adding a Guest at the Door (added October 10, 2026)

Each published event card has a QR code button next to Copy link and View page. It opens a printable QR code that points to the public event page, for table tents, posters and the program, so a guest at a luncheon can buy gala tickets from their seat. This is separate from the per-ticket "Admit one" QR codes above, which identify one ticket for check-in.

On event day the Attendees roster has an "Add a guest at the door" box for walk-ins and comps: a name, an email (optional), the ticket type, and "Check in now". Nothing is charged there; take any payment at the table and record it. The guest joins the roster at once and counts in the checked-in total.

Bringing In Tickets and Sponsors You Already Sold (added October 10, 2026)

Sold tickets on a spreadsheet, Eventbrite, Zeffy or Givebutter before you moved the event here? On the Attendees roster, "Bring in tickets already sold" takes a CSV file ("Choose a CSV file"; "Download the template" gives you the columns, and Zeffy and Givebutter exports load as they are, including their Payment date and Created at columns). You see a preview first: each row with the buyer, the ticket type, the quantity, the amount and any note, with ticket types matched to yours by name and a warning when a type would go over its limit (you can still import, then raise the limit on the event). Loading the same file twice adds nothing: rows already on the roster are skipped. Tick "Also record this money in Financial Management" only if those sales are not in your books yet, so nothing is counted twice. Every import appears under the roster with its date, orders, tickets and total, and "Undo this import" removes exactly what it added. Imported orders are never refunded through Stripe; canceling the event skips them.

In the same way, the Sponsors view has "Import sponsors (CSV)": a file with a name, a level, the committed and paid amounts and a contact is previewed as "to add" and "already on your list to update" (matched by name), then imported in one step, with "Undo this import" beside the result. Sponsorship money already received is not added to Financial Management by this import; if it is not in your books yet, record it there or use "Import transactions" in Financial Management.

Canceling an Event

If you need to call off an event, cancel it from the event page. Paid attendees are automatically issued Stripe refunds back to their original payment method, so you do not have to process refunds one at a time.

Fair-Market-Value and Tax Receipts

For each ticket type you can record a fair market value, the worth of what the attendee receives in return (a meal, entertainment, or other benefits). This is what makes a ticket a quid-pro-quo transaction: only the amount paid above the fair market value is tax-deductible. Recording the fair market value lets receipts reflect the deductible portion correctly.

Silent Auction

Each event has a Silent Auction, reached from the Auction button on the event card (next to Sponsors). It has three tabs: Items, Online bidding and, once bidding is online, Bidders and checkout. You choose how bidding works on the Online bidding tab:

• Record keeping only: bidding happens on paper or with an auctioneer, and you type in each winner. This is how the auction always worked, and it is the default.
• Online: people bid from their phones on the auction page, with outbid emails and a fair close.
• Online and in the room: the same online auction, plus printed bid sheets with a QR code for each item, and paper bids typed in by volunteers.

Add Items

For each item you record the Item # (filled in for you if you leave it blank), the Item name, who it was Donated by, a Category, a Description, the Fair market value and the Starting bid. Optional: a Buy it now price, a Minimum raise for this item, which closing group it Closes with, and Subject to sales tax (sales tax on charity auctions differs by state, so check with your accountant). Save the item, then edit it to add up to four photos. An item valued over $5,000 shows a note about IRS Form 8282, which may be due when a charity sells donated property within three years of receiving it.

Turn On Online Bidding

On Online bidding, pick Online or Online and in the room, set when Bidding closes (and, if you like, when Bidding opens), the Minimum raise, and the Soft close (minutes): a bid in the last minutes adds that many minutes to that item, so nobody wins by bidding in the final second. Closing groups close items in waves, for example by table at a gala. The options let you show the total bid so far, take item offers from businesses with a public form, ask every bidder to save a card, and charge winners' saved cards automatically. Press Save.

The event must be published. Its public page then shows a Go to the auction button, and the box at the top of the tabs gives you Open the auction, Copy the bidding link, Print bid sheets, Room display and Close bidding now.

How Bidding Works for Bidders

• Bidders register with their name and email, and confirm it with a six-digit code we email them. Each gets a bidder number. Public pages show bidder numbers, never names.
• A bidder may set a maximum bid. We bid for them one raise at a time, only as far as needed. If two maximums are the same, the earlier one wins.
• Every bid is binding, and the page says so before the first bid.
• When someone is outbid, they get an email (at most one a minute) and the item page shows it.
• When bidding closes, the leader on each item wins and gets one email listing everything they won, with one link to pay for all of it by card on your Stripe account. An item with no bids is marked Unsold.

In the Room: Bid Sheets and Paper Bids

Print bid sheets prints one page per item with its details and a QR code that opens that item on a phone. People can write a bid on the sheet instead; a volunteer types it in under Enter a bid from a paper sheet on the Items tab, with the bidder number and amount. It is checked against online bids the same way, so the highest bid always leads. Someone without a phone gets a number under Register a bidder at the door on the Bidders and checkout tab (Give them a number). The Room display is a page for a screen in the room, with the leading bids and a countdown.

Checkout

The Bidders and checkout tab lists every bidder by number with what they won and what they owe. Find someone by number or name, then Record payment for cash, a check or a card taken at the desk, Email pay link, Copy pay link, or Charge saved card if they saved one. A payment through the pay link or a saved card marks the items Paid, records the gift in Donor Management and the income in Financial Management under Special Events, and emails the winner a receipt stating the value of what they received and the amount over fair market value. A payment recorded at the desk marks the items paid only; record that money in Financial Management the way you record other cash and checks.

Item Offers

With the item donation form turned on, the auction page links to Donate an auction item. Offers appear on the Items tab as Offered; press Accept to add the item to the auction (the donor gets a thank-you email) or Decline. Accepting also records the donor's in-kind gift in Donor Management: the next time Donor Management opens, the gift appears on the donor's record with the method In-Kind Goods and no dollar amount (the item's sale is what counts as money raised), and Waiting for you prepares a thank-you letter that describes the item without stating a value. The value you entered for the item is kept in the gift's notes.

Record Keeping Only

Without online bidding, enter the winner's name and email and the winning bid when bidding closes; the item moves to Won. Once the winner pays, it shows as Paid. With online payments connected, a Pay link button copies a Stripe payment link for that item; when the winner pays through it, the item is marked Paid automatically and the payment is recorded as a gift.

Export Results

The Export results button downloads a CSV of your auction, including the bidder number of each winner, how they paid, the amount over fair market value (the portion of each winning bid that may be tax-deductible), and the sales tax and Form 8282 flags. Auction revenue also flows into the event's accounting export (see Accounting Export and Restriction Classification below).

Send an Invitation

Use the send invitation composer to email a chosen audience about your event through your organization's connected email tool (MailerLite, Mailchimp, or Brevo). Write your message, pick who receives it, and send the invitation with your registration link included.

Accounting Export and Restriction Classification

The Events header includes an accounting export that downloads your ticket revenue (and auction revenue) as a CSV in a standard format you can import into QuickBooks, Xero, or Aplos without re-keying. The same one-directional CSV bridge is available for donations and dues elsewhere in All In One Nonprofit, so a single import guide covers all of them.

The export carries a Restriction column using the FASB ASC 958 net-asset classes, so restricted and unrestricted support land in the right place automatically. Gifts can be classified as:

• Unrestricted (without donor restrictions)
• Temporarily restricted (with donor restrictions)
• Permanently restricted (with donor restrictions, permanent)

Ticket and auction revenue export as unrestricted exchange revenue. You set a gift's restriction class on the gift record (in Donor Management), and the chosen class carries through to the accounting export so you do not have to re-categorize anything after the import.

Raffles

Each event has a Raffle button. It is a record of a raffle you run in person: the ticket price and any bundles (for example 5 tickets for $20), the first ticket number, the prizes with their value and donor, the numbered tickets each volunteer sold and to whom, the drawing (date, place, witnesses) and the winners, including whether each prize was picked up.

Record a sale by its first and last ticket number. Overlapping numbers are refused, and the amount is worked out from the price or a matching bundle. Every sale is also recorded in Financial Management as Raffle Proceeds. At the drawing, type the numbers you draw from the drum, or press Draw a number for a fair pick among the tickets actually sold; the winner's name fills in from the sale.

A prize is flagged for review when the IRS may expect a Form W-2G: generally a prize worth $600 or more beyond the ticket price and at least 300 times the ticket price, with income tax withholding above $5,000 (IRS Publication 3079). Your accountant decides.

Store

The Store page sells shirts, bracelets and other items online and at your events from one stock count. Card payments go straight to your organization's own Stripe account, the same way tickets and donations do; connect Stripe on My Organization before the store can open.

Products: a name, description, up to 6 photos (resized on your device), a price, a category, whether sales tax applies, and whether it shows. Add up to two options, such as Size (S, M, L) and Color; each combination gets its own stock count and, if you want, its own price. Leave stock empty for items you do not count.

Settings: one sales tax rate for your location, a flat shipping charge per order with an optional free-shipping threshold, local pickup with instructions, an optional "Add a donation" line at checkout, a return policy, the email for new orders, and the stock level that triggers a low-stock alert. Your accountant should confirm the tax rate and whether you must collect it.

Stripe Tax (added October 24, 2026): instead of one flat rate, Stripe can work out the right sales tax for each online order from the buyer's address. First, in your own Stripe account, add your head office address, a default product tax code and a registration for each state where you collect sales tax (https://dashboard.stripe.com/settings/tax). Then, on the Sales tax tab, press Turn on Stripe Tax; it only turns on once Stripe says your account is ready, and the panel lists anything still missing. From then on the cart shows "Sales tax: Added at checkout", Stripe adds the tax on its checkout page from the shipping address (for pickup, from your head office address), products you marked as not taxed and any donation are never taxed, and the tax Stripe charged is recorded on the order and in Financial Management as Held for others. Stripe charges your Stripe account 0.5% of each order it calculates tax on, and it does not file your returns. Sales you record in person still use your flat rate. Turn it off on the same tab to go back to the flat rate.

What buyers see: a store page at the address shown on the Store page, product pages with options, and a cart kept on their device. Checkout happens on Stripe's page. The confirmation email has the order number, the items, pickup or shipping details, and says merchandise is a purchase, not a tax-deductible gift; a donation line is receipted as a gift. Add a Shop block to your website, or use the Shop embed in the Website app on a site you already have.

Orders: each paid order shows its items and address. Print a packing list, mark it packed, shipped (with carrier and tracking, which emails the buyer) or picked up. Card refunds are made in Stripe; Record a refund notes it here and puts the items back in stock.

Sell in person: record a sale at your event table from a phone, paid by cash, check or a card reader you use elsewhere. It comes out of the same stock.

The books: each sale is recorded in Financial Management as Merchandise Sales, with shipping as Shipping Income, a donation as Individual Donations, and sales tax as Held for others (money owed to the state, not income). The Sales tax tab totals what you collected each month for your state return. Buyers are added to your contacts, and a donation line becomes a gift in Donor Management.

🤝 Event Sponsorship

Every event has a Sponsors section so you can manage the companies and partners backing it. Open the Events tab, then click the Sponsors button on the event you want to work on. A sponsor list you already keep elsewhere loads in one step with "Import sponsors (CSV)"; see Bringing In Tickets and Sponsors You Already Sold.

Sponsorship Levels and "Become a Sponsor" (October 2026)

In an event's Sponsors view, Sponsorship levels are what you sell: a name, an amount, the benefits and how many are available. They appear under "Become a sponsor" on the public event page with how many of each are left. A company picks a level and leaves its details, and it lands on your sponsor list as a Prospect marked "Requested on the event page".

The Pay Link

Pay link on a sponsor copies a payment page for that sponsor with their balance filled in and locked. When they pay, the sponsor is marked Paid on its own, the money lands in Financial Management as Corporate Sponsorships, and it shows as a gift in Donor Management. The buttons are gray until the owner connects Stripe on My Organization at https://www.allinoneforprofit.com/team/.

Sponsor Logos on the Event Page

Sponsors marked Committed or Paid appear on the public event page, grouped by level, with their logo if you added one (the Logo button on the sponsor card). To keep a sponsor off the public page, untick Show on the public event page on that sponsor's card.

Track Each Sponsor

For each sponsor you can record the name, the level or tier (Presenting, Gold, Silver, Bronze, In-kind, or a custom level you type in), the committed and paid amounts, the status (Prospect, Committed, Paid, or Declined), a contact email, a benefits and recognition checklist (enter one item per line, then tick each one as you fulfill it), notes, and a logo upload.

Totals and What Is Still Owed

The sponsors view shows your committed and paid totals for that event at a glance, plus a What is still owed view that lists every unfulfilled benefit across all of the event's sponsors, so you never lose track of a promised recognition item.

Across-Events Roll-Up

The Corporate and Sponsors item in the sidebar is an across-events roll-up. It shows your overall sponsorship totals, a by-event breakdown, and your top sponsors, giving you the full picture beyond any single event.

Recognition PDF

The Recognition PDF button builds a designed sponsor wall, grouped by tier and including sponsor logos. It downloads to your computer and is also filed automatically into your Document Library so it is saved and shareable with your team.

AI Sponsorship-Ask Drafter

Each sponsor has an AI ask button that drafts a tailored sponsorship request for that sponsor, built only from the details you provide. See the AI Automations guide for how it works.

Payment Links

If your organization has connected online payments, you can generate a sponsor payment link. When the sponsor pays through that link, the sponsor is marked paid automatically, so you do not have to update the record by hand.

👥 Team Fundraising

Team Fundraising is peer-to-peer fundraising built into All In One Nonprofit. You create a fundraising campaign, then add individual fundraisers (board members, volunteers, and supporters), and each one gets their own shareable personal fundraising page. Gifts made through a fundraiser's page are credited to that person and roll up to the campaign total. It is a natural fit for runs, walks, challenge events, giving days, and board give-or-get campaigns. Open Team Fundraising in the Develop group of the sidebar to get started.

Create a Campaign

Click New campaign and give it a name, a fundraising goal, a short story that explains what you are raising money for, and start and end dates. The campaign is the umbrella that all of your fundraisers and their gifts roll up into, with a combined progress bar toward the overall goal.

Add Fundraisers

Within a campaign, add the people who will raise money on your behalf. Each fundraiser has a name and their own personal goal. Adding a fundraiser generates a personal, shareable fundraising page at a link like https://app.allinoneforprofit.com/fundraise/<slug>, with that person's goal and a live progress bar.

Share Each Fundraiser's Link

Give each fundraiser their personal link to post anywhere: email, text, social media, or your website. Supporters do not need to sign in to All In One Nonprofit to view the page or give. As gifts come in, the fundraiser's progress bar and the campaign total update automatically.

Automatic vs Manual Tracking

Team Fundraising works two ways so it fits how your organization actually collects money:

• Automatic: when a supporter gives through a fundraiser's page using your organization's built-in Stripe online giving, the gift is credited to that fundraiser and added to the campaign total with no manual step.
• Manual fallback: for gifts collected another way (PayPal or offline cash and checks), enter the amount on the fundraiser's record by hand so their progress and the campaign total stay accurate.

Let Donors Cover the Processing Fee

On the main donation page and on every team fundraiser's page, donors see an optional checkbox to cover the payment processing fee so your organization receives the full amount they intended to give. When a donor ticks the box, the amount they are charged is increased to cover the fee, and the donate button updates live to show the small added amount.

Your records reflect this clearly: the gift is recorded as the donor's intended base gift, flagged as fee-covered with the covered amount noted, and the thank-you message thanks the donor for covering the fee and shows the total charged. Fundraiser and campaign totals roll up by the base gift, so the headline numbers stay clean.

QR Codes for Mobile Giving

All In One Nonprofit includes a branded "Scan to give" QR code generator so people can give from their phones with a single scan, ideal for print collateral, signage, table tents, and event screens.

You can create a QR code for your organization's main donate link and for each team fundraiser. In Team Fundraising, every fundraiser row has a QR code link next to the controls for copying and opening their give link; in Donor Management, a QR code button sits next to the give-link copy button on your donation settings. The QR code page shows a clean branded card with the label and the link, plus Download PNG and Print buttons so you can drop it into a flyer or print it for a table or event screen.

Where to Find It

Team Fundraising lives under the Team Fundraising item in the Develop group of the sidebar. From there you create and manage campaigns, add fundraisers, copy their shareable links, generate each fundraiser's QR code, and watch each person's progress roll up to the campaign goal.

6. Organizations & Team Access

All In One Nonprofit groups people into a shared organization so your whole team works from the same profile across every app. You set this up once from the My Organization page in the member portal. Signing in is passwordless: enter your email for a one-click sign-in link, or use Google.

Join automatically by email domain

If you sign in with an email on your organization's own domain (for example [email protected]), you join your organization automatically, with no code to enter. The first person in becomes the owner; everyone who signs in afterward on the same domain is added to the same organization.

Join with an invitation

People who sign in with a personal address (Gmail, Yahoo, Outlook, and the like) join with an invite. From the My Organization page, the owner or an admin emails them an invitation with a one-click join link. The invitation is what admits them: the join code in the link only works for an address the organization has invited.

The My Organization page

Open My Organization (also linked from the member portal once you are signed in) to create your organization, see who has joined, and invite teammates.

7. Admin Panel

The Admin Panel is accessible to users with the admin role. Admins see an Admin button in the header after signing in.

Accessing the Admin Panel

Click the Admin button in the top-right header. The Admin Panel opens, showing a full overview of all registered users and their course activity.

Summary Statistics

Four stat cards at the top of the Admin Panel show:

• Total Users: all registered accounts
• Admin Accounts: users with admin privileges
• Active Today: users who completed a lesson today
• Avg. Lessons Completed: mean lessons finished across all users

User Cards & Search

Below the stats, every registered user appears as a row in a searchable table. Each row shows:

• Name and email
• Account role (Admin or Student)
• Lessons completed and modules completed
• A Delete button (with confirmation) to remove a user account

Use the search bar at the top of the user table to filter by name or email in real time.

Exporting User Data

Click "Export CSV" to download a comma-separated file containing all user data (name, email, role, lessons completed, modules completed). The file can be opened in Excel or Google Sheets for reporting.

Module Completion Rates

A second table in the Admin Panel shows each module's completion rate: the percentage of users who have completed every lesson and quiz in that module, helping you identify which content is most and least completed across your user base.

8. Toolkit Reference

The following Excel toolkits are available for download within their respective modules. Each is a multi-sheet professional workbook designed to support immediate on-the-job application.

Signing In and Administrator Access

You sign in to this app with your All In One Nonprofit account, at https://app.allinoneforprofit.com/signin. There is no separate password for this app, and no administrator password to set up in your browser. The older Administrator Access link and its per-browser password have been retired.

What you can see and change here follows your access level in your organization. The owner and Admins set each member's access level on the My Organization page, at https://www.allinoneforprofit.com/team/.

When you sign out, this app clears its copy of your organization's records from the browser, so a shared or borrowed computer does not keep them. Nothing is lost: your organization's records stay in your account and come back the next time you sign in.

9. FAQ & Troubleshooting

Contact & Support

This Fundraising & Development course is part of All In One Nonprofit, a growing library of self-service tools and learning content for nonprofit organizations.

Looking for help beyond the platform? See our Helpful Resources page for vetted external resources on legal and tax filing, funder research, governance training, insurance, technology discounts, and more.

From our Learn library: 25 DAF and major-gift ideas.

Related Fundraising Apps

This app is included in your All In One Nonprofit plan. See what comes with each plan. See pricing →. The fundraising apps that pair closely with this one:

• Donor Management, donor and gift tracking and stewardship
• Marketing Management, campaign calendars and messaging templates
• Grant Management, a grant pipeline, proposals, and reporting
• Annual Report, a polished, donor-facing annual report

Related All In One Nonprofit tools

• Impact & Outcomes, outcomes feed major donor stewardship and grant reporting
• IRS Forms Assistant, reports fundraising activity per IRS requirements
• Board Handbook Builder, sets board fundraising expectations
• See pricing

Questions, suggestions, bug reports

Reach us through the contact form on allinonenonprofit.com.

Where fundraising registration is tracked

Most states require a charity to register before it asks the public for money, and this app does not track that for you. The Compliance Tracker app does. It carries the charitable solicitation registration and renewal for all fifty states and the District of Columbia, each deadline computed from that state’s own statute and citing it, with a Verified date so you can see how fresh the research is.

Two related things live elsewhere as well. If you pay an outside consultant, or you are one, that person has registrations of their own under a different body of law: a notice on any proposal in the Grant Management app works out what the organization’s state requires, and a consulting practice can put its own renewals on the Compliance Tracker calendar from that app’s Settings.

Important disclaimers

This course is educational content based on widely-accepted fundraising and development practice. It is not legal, tax, or financial advice. State fundraising registration requirements vary; consult your state attorney general or charity registration office for compliance specific to your jurisdiction.