Currently, the Editor and Viewer roles apply across all of your selected permission settings, so NPO Admins get a consistent, predictable level of access.

(A few capabilities are available only to Editors, marked with the 🔺 symbol.)

Analytics

Dashboard Homepage

• Quickly view the top giving metrics.

• Customize the data and graphs using custom filters.

Reporting Module

• Access pre-configured reports, such as Donor Development.

  

• Export data from pre-configured reports (e.g., Donor Development Breakdown and Top 50 Givers).

Campaigns

By default, funds are segmented by Campaigns and Subcampaigns.

Funds Module

• View and export reports for campuses and funds.

• 🔺 Create new campaigns and subcampaigns, including start/end dates.

• 🔺 Edit/delete a campaign or subcampaign by clicking on the ellipses (⋯) at the end of the listing.

• Sort campuses and funds by start date.

Contributions

• View and export contribution reports.

• Access details and history for individual contributions.

• By clicking on the ellipses (⋯) at the end of the listing:

  • 🔺 Attribute a contribution as a partial fulfillment of an existing pledge.

  • 🔺 Change the designated campus or fund for a contribution.

  • 🔺 Cash Gifts: Initiate refunds for cash gifts.

  • 🔺 Noncash Gifts:

    • Send acknowledgment letters to donors via email (and make them accessible in their Donor Profile).

    • View and download acknowledgment letters to send to donors off-platform.

• Narrow down data using custom filters and view metrics for the filtered data.

• Save custom reports for frequently used filters for easy access.

Forms

IRS 8282

• View cryptocurrency donations that may require Form 8282 to be filed with the IRS within 125 days of liquidation.

• 🔺 Update the filing requirement for Form 8282.

• Access details for each contribution, including donor information, current status, and document lifecycle.

• Conveniently download Form 8282 pre-filled with your organization's and the donor's information.

Gift Entry

• View and export manual deposit reports.

• 🔺 Create new manual deposits and add individual manual contributions.

• 🔺 Edit/delete a deposit by clicking on the ellipses (⋯) at the end of the listing.

• Filter manual deposits by deposit date and reconciled status.

Giving Links

• View existing giving links.

• 🔺 Create new giving links, including setting fixed contribution details (e.g., gift amount, campus, fund, and frequencies).

• By clicking on the ellipses (⋯) at the end of the listing:

  • 🔺 Edit a giving link's fixed contribution details

  • 🔺 Archive a giving link permanently (cannot be undone)

• Access details and engagement metrics for individual giving links.

• Easily copy the giving link (perfect for Overflow Tap!) or download the QR code.

• Sort giving links by name, status, creation date, and total value.

Migration

• Track the progress of recurring gift migrations to Overflow (e.g., Action Required, Pending, or Completed).

• View and export details of donors' recurring gift migrations.

• By clicking on the ellipses (⋯) at the end of the listing:

  • 🔺 Conveniently send recurring gift migration instructions and a new Easy Link to a donor.

  • 🔺 Mark as Redeemed: Update a donor's migration status and to stop sending migration reminder emails.

  • 🔺 Remove recurring gift migration tokens for donors who have opted out of migrating their recurring gifts.

Payouts

Reconciliation Tool

• View your organization's payouts, including confirmed gifts linked to each payout, payment type, gross amount, and fee amount (if applicable).

• Filter payouts by type, deposit date, and status.

People

People Module

• View an overview of donors associated with your organization.

• Within an individual Donor Profile:

  • Measure donor engagement through historical and recurring contribution summaries.

  • Access personal information (e.g., email, phone number, billing and mailing addresses, and employer).

  • View assigned tags and households (if any).

  • 🔺 Update a donor's mailing address and assign tags.

  • 🔺 View a donor's contribution and pledge history.

• Narrow down Donor Profiles using custom filters.

• Sort Donor Profiles by donor name, giving total, status, total gifts, and contact information.

• View and export donor data and reports.

Households Tool

We're currently rebuilding this tool into Giving Units, expected to launch in 2027. In the meantime, Households is unavailable.

• 🔺 Create new households in the Dashboard.

• View existing households associated with your organization and the list of included members.

• Within an individual household:

  • Measure household engagement through collective historical and recurring contribution summaries.

  • Access the head of household's personal information.

  • 🔺 Edit or delete the household and its members.

  • View the contributions of household members collectively. 

  • 🔺 Click on an specific donation to access the Contributions module.

Pledges

• View an overview of existing donor pledges and quickly access pledge metrics. 

• Sort pledges by donor name, pledge value, status, fulfilled value, and details.

• 🔺 Resend a pledge email to the donor by clicking on the ellipses (⋯) at the end of the listing.

Statements

• View existing statement batches and the list of included donors.

• 🔺 Create new statement batches, specifying the contribution date range and whether to include imported contributions.

• By clicking on the ellipses (⋯) at the end of the listing:

  • 🔺 Send statements to donors via email (and make them accessible in their Donor Profile).

  • 🔺 View and download statements to send to donors off-platform

  • 🔺 Mark as Sent: Update a donor's statement status.

Virtual Terminal

• View and export virtual terminal reports.

• 🔺 Process credit/debit card contributions directly through the platform.

• Filter virtual terminal contributions by amount, charge date, status, and designation.