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- Fundraising Campaign Manager
- Data model
The tables behind Fundraising Campaign Manager
Fundraising Campaign Manager ships with 11 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 11
- Features
- 7, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Organization directory
Organizations contains operating defaults; Programs and team members belong to an organization, and members link to Users.
Funding work
Funding cases links the organization, owner and receiving program. Matching gift claims belongs to a case and organization.
Evidence and decisions
Record attachments and review decisions link to the parent case and a team member.
Money and operations
Fund events and operation receipts link to the parent case; exchange rates provides effective read-only rates.
Every table, by feature
- Funding cases3
- Organizations and programs4
- Review and evidence4
- Funding activity3
- Disbursement control4
- Matching gift claims3
- Operations reconciliation4
- Shared and settings1
- Funding cases
Funding requests and awards managed through review, execution, and close.
Linked to Organizations, Team members, Programs - Record attachments
Scoped files and evidence attached to funding cases.
Linked to Funding cases, Team members - Review decisions
Immutable review decisions for exact funding-case revisions.
Linked to Funding cases, Team members
- Organizations
Authorized nonprofit organizations and their operating defaults.
- Programs
Eligible fundraising programs receiving funding cases and activity.
Linked to Organizations - Team members
Organization-scoped operational and review participants linked to platform users.
Linked to Users, Organizations - Users
Users
Linked to Users
- Review decisions
Immutable review decisions for exact funding-case revisions.
Linked to Funding cases, Team members - Record attachments
Scoped files and evidence attached to funding cases.
Linked to Funding cases, Team members - Funding cases
Funding requests and awards managed through review, execution, and close.
Linked to Organizations, Team members, Programs - Team members
Organization-scoped operational and review participants linked to platform users.
Linked to Users, Organizations
- Fund events
Pledges, confirmed receipts, allocations, disbursements, and refunds for funding cases.
Linked to Funding cases - Funding cases
Funding requests and awards managed through review, execution, and close.
Linked to Organizations, Team members, Programs - Operation receipts
Idempotent receipts and state for guarded operational actions.
Linked to Funding cases
- Funding cases
Funding requests and awards managed through review, execution, and close.
Linked to Organizations, Team members, Programs - Fund events
Pledges, confirmed receipts, allocations, disbursements, and refunds for funding cases.
Linked to Funding cases - Operation receipts
Idempotent receipts and state for guarded operational actions.
Linked to Funding cases - Record attachments
Scoped files and evidence attached to funding cases.
Linked to Funding cases, Team members
- Matching gift claims
Employer matching gift claims requiring evidence, independent review, and confirmed effects.
Linked to Funding cases, Organizations - Funding cases
Funding requests and awards managed through review, execution, and close.
Linked to Organizations, Team members, Programs - Record attachments
Scoped files and evidence attached to funding cases.
Linked to Funding cases, Team members
- Operation receipts
Idempotent receipts and state for guarded operational actions.
Linked to Funding cases - Fund events
Pledges, confirmed receipts, allocations, disbursements, and refunds for funding cases.
Linked to Funding cases - Funding cases
Funding requests and awards managed through review, execution, and close.
Linked to Organizations, Team members, Programs - Matching gift claims
Employer matching gift claims requiring evidence, independent review, and confirmed effects.
Linked to Funding cases, Organizations
Keys and references
Keep the parent reference on each event, decision, claim, attachment and operation receipt. A case’s Revision and a decision’s source revision identify the exact version reviewed. Operation key identifies a guarded action so a retry can be distinguished from a new request. Preserve provider references alongside confirmed effects.
Migration order
- Organization and people. Load Organizations, Users, team members and the eligible Programs directory.
- Cases. Load funding cases with organization, owner and program references, then bring in dated case evidence.
- Decisions and claims. Bring in review decisions and matching gift claims with their parent references and revisions.
- Fund activity. Import fund events with event type, occurrence date, amount and provider reference where applicable.
- Operational evidence. Import operation receipts and reconcile pending or failed actions before relying on completion status.
Set up Fundraising Campaign Manager your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.