Falaah Falaah AI

Fundraising & Donor Management

Manage donors, start fundraising campaigns with their own giving page, and track pledges, contributions, recurring giving, memberships, endowments, donor-advised funds and tax receipts in Muin.

Muin’s Fundraising module is the central hub for all revenue-generating activities in your nonprofit. It connects donor management, campaign execution, pledge tracking, online giving pages, contribution recording, recurring giving automation, membership programs, in-kind donations, endowment management, donor-advised funds, and tax receipt generation into a single integrated platform.

Donor Management

What is Donor Management?

The Donor Management system maintains a 360-degree view of every person who gives to your organization. Donors are automatically segmented based on giving behavior, and each donor profile shows total lifetime giving, contribution history, engagement scores, and lapse risk.

Donor Segments

Muin automatically classifies donors into segments based on their giving patterns:

Segment Description
Major Donors giving $1,000 or more
Mid Level Donors giving $250 to $999
Grassroots Donors giving under $250
First Time Donors who have made their first gift
Lapsed Previously active donors with no recent gift
Recurring Donors with an active recurring gift
Prospect People who have not given yet

How to View and Manage Donors

  1. Navigate to Nonprofit > Giving > Donors
  2. Search by name or email to find a specific donor
  3. Click a donor to view their full profile. A segment badge next to the name shows which segment they are in. The profile includes:
    • Total amount given and number of contributions
    • First and last donation dates
    • Average and largest gift amounts
    • Annual giving amount
    • Giving frequency (in days)
    • Whether they have active recurring giving
  4. Scroll to Giving Intelligence on the profile for the engagement score and Lapse Risk percentage

Cultivation Pipeline

The cultivation pipeline tracks major gift prospects through five stages:

Stage Purpose
Prospect Identified as potential major donor
Qualification Researching capacity and interest
Cultivation Building the relationship
Solicitation Making the ask
Stewardship Post-gift relationship management

To set where a donor stands:

  1. Open the donor profile
  2. Scroll to the Cultivation section
  3. Set the cultivation stage, capacity rating (under $10K, $10K-$100K, $100K-$1M, over $1M)
  4. Record planned giving interests
  5. Set the next cultivation action and date
  6. Assign a gift officer

The section shows the donor’s current stage and how long they have been in it before you change anything, so you are always moving from a known position rather than a blank field.

Every stage change is recorded, what it moved from, what to, who moved it, and when, so you can reconstruct how a relationship progressed.

The cultivation board

Nonprofit > Giving > Cultivation Pipeline shows every donor grouped by stage, with how long each has been sitting there, and flags the ones whose planned next action has come and gone. The board reads only: stages are set on the donor profile above.

A donor with no stage set is shown as not staged yet rather than as a prospect. “We have not decided” and “we decided they are a prospect” are different facts, and collapsing them would overstate the size of your pipeline.

Donors at risk of lapsing

Each donor profile shows a Lapse Risk % under Giving Intelligence. The At risk / mo tile on Recurring Giving shows schedules in their grace period. Use both to plan outreach before donors lapse.

Fundraising Campaigns

What are Fundraising Campaigns?

Fundraising Campaigns are time-bound fundraising efforts with specific goals. Each campaign tracks raised amounts against a target, supports matching gifts, and can automatically create a linked giving page.

Campaign Types and Statuses

Status Meaning
Draft Campaign created but not yet live
Active Campaign launched and accepting contributions
Paused Temporarily suspended
Completed Campaign has ended
Cancelled Campaign was stopped before it finished

How to Create a Campaign

  1. Navigate to Nonprofit > Fundraising > Fundraising Campaigns
  2. Click New Campaign
  3. Fill in the campaign details:
    • Name and optional Code for internal tracking
    • Campaign Type: Annual, Capital, Event, Emergency, Endowment, Peer-to-peer, Matching Gift, Giving Day, Sustaining (ongoing program) or Other. Pick Sustaining for a program you ask for all year, such as a weekly meal or grocery bag program, rather than a drive with a start and an end.
    • Start Date and optional End Date
    • Goal Amount and currency
    • Fund to direct contributions to
    • Description for public-facing content
  4. Configure optional features:
    • Enable Thermometer to show progress publicly
    • Turn on Matching gift and set the match ratio and Match cap
    • Turn on Also create a giving page if you want a public donation page created alongside the campaign. It is off by default: a campaign works without one, and you can add a giving page at any time from Giving Pages.
  5. Click Save to create as draft, then Launch when ready

Managing Campaign Lifecycle

  • Launch: Activates the campaign for donations
  • Pause: Temporarily stops accepting contributions
  • Complete: Marks the campaign as finished

Running an appeal again

Use this for a drive you repeat, such as this year’s Ramadan appeal built from last year’s.

  1. Go to Sidebar → Nonprofit → Fundraising → Fundraising Campaigns.
  2. Press Clone on the campaign you want to repeat. It is offered on every status, including completed campaigns.
  3. In Run this appeal again, set the New appeal name, Starts and, if you want one, Ends (optional).
  4. Under What do you want to copy?, choose the groups to carry over: content, amounts and impact, imagery, impact tiers, giving pages, and social proof. The fund policy, the fund the money collects into and the program its gifts report against are always copied.
  5. Press Preview the copy. The preview lists the gift options and giving pages it will create, and anything it will create hidden.
  6. Press Create this copy. The new appeal is created as a draft on your dates.

What it affects: gifts, donors and receipts never carry. They stay on the original campaign. If you copy giving pages, each one is duplicated and pointed at the new appeal. When the original is part of a repeating drive, the copy joins that drive as its next run, unless that year already has a run. The year-over-year comparison in giving analytics reads those runs.

When it goes wrong:

  • A gift option lands Hidden. A gift option with no program cannot be shown to donors. Open it and name a program.
  • The name is refused. A campaign with the same name and start date already exists. Change one of them in the form.
  • Couldn’t create the copy. Nothing was created or changed. Preview again, then retry.

Campaign Statistics

View real-time campaign stats including total raised, number of contributions, average gift size, and progress toward the goal.

Pledges

What are Pledges?

Pledges are commitments from donors to give a specified amount over time. Muin automatically generates installment schedules and tracks payments against each installment.

How to Create a Pledge

  1. Navigate to Nonprofit > Giving > Pledges
  2. Click New Pledge
  3. Enter the pledge details:
    • Select the donor
    • Enter the total pledge amount
    • Choose the cadence: weekly, biweekly, monthly, quarterly, semiannual, annual, or custom dates
    • Link to a campaign (optional)
  4. Muin auto-generates the installment schedule with due dates
  5. Save the pledge

Recording Payments

  1. Open the pledge detail page
  2. View the installment schedule under the Installments tab
  3. When a payment arrives, click Record Payment on the corresponding installment
  4. Link the payment to a contribution record

Pledge Fulfillment Summary

The pledge summary dashboard shows aggregate stats:

  • Total pledged amount
  • Amount fulfilled so far
  • Fulfillment percentage
  • Number of active vs. completed pledges

Filter the summary by campaign to see pledge performance per fundraising effort.

QR Code Payments

Generate a QR code for any pledge to enable easy mobile payments:

  1. Open the pledge detail page
  2. Click QR Code for Next Payment
  3. Share the QR code with the donor (print, email, or text)
  4. When scanned, the QR directs to a payment page pre-filled with the next installment amount

Giving Pages

What are Giving Pages?

Giving Pages are customizable online donation forms that you can share publicly. Each page has its own URL slug, branding, suggested amounts, and configuration options.

How to Create a Giving Page

  1. Navigate to Nonprofit > Giving Pages
  2. Click New Page (or AI Quick Start)
  3. Configure the page:
    • Title and URL Slug (e.g., annual-fund)
    • Page Type: general, campaign, event, tribute, peer-to-peer, or crowdfunding
    • Fund and optional Campaign to direct donations
    • Goal Amount for a progress thermometer
    • Suggested Amounts (e.g., $25, $50, $100, $250)
    • Allow/disallow custom amounts, recurring giving, anonymous gifts, and dedications
    • Set minimum and maximum donation amounts
    • Custom thank-you message
    • Toggle auto email receipts
  4. Click Save to create as draft

The donation settings on a giving page

Use these when you want the form to ask for the right thing: a set amount, a tangible item, or a Zakat calculation, and to send the money to the right fund and program.

  1. Go to Sidebar → Nonprofit → Fundraising → Giving Pages and open the page. The editor has four tabs: Editor, Design, Analytics and Share.
  2. On the Editor tab, find How do donors choose an amount? and pick one:
    • Preset amounts: chips such as $25, $50, $100. Under Donation Amounts, add up to six amounts. Each amount can carry its own impact line (Impact for amount 1, and so on), and one can be marked Most chosen. Custom-amount impact takes a $ per unit and a Unit label (singular), so a donor typing their own amount sees what it buys, for example $50 per square foot. Suggest amounts from donation history proposes amounts from what your donors have actually given.
    • Impact catalog: donors buy specific things, such as meals or grocery bags, with a quantity stepper. Build the list under Impact menu (Gift Catalog) with Add tier. A tier with no program cannot be shown to donors.
    • Zakat calculator: donors work out their Zakat and give that amount. There is no amount list to author; configure the calculator on the Design tab (see below).
  3. Turn on Allow Custom Amount to let donors type any amount, and set Min and Max if you need limits.
  4. Turn on Allow Recurring, tick the cadences under Offer these cadences, and add Help text shown to donors if your donors need a word on what monthly giving means.
  5. Set the Fund policy:
    • Locked (one fund): every gift goes to the fund you pick.
    • Choice (donor picks a fund): pick the Funds donors can choose from and mark one as the Default. A donor can never pick a fund that is not on the list.
  6. To let donors say what their gift is for, turn on Ask Donors to Choose a Program, then choose the Programs offered in that picker. Turn on Make the program choice required only if every gift must name one. A Zakat page cannot require it, because an undesignated Zakat gift is a valid “where most needed” gift.
  7. Turn on Show Donor Wall to show a public wall of donors who chose to appear. Donors are off by default and opt in themselves. The switch only works once the donor wall is enabled for your organization under Settings → Nonprofit → Features → Donor Wall; until then the page says so.

What it affects:

  • The amount control, cadences and pickers are what the donor sees on the public page and on every embed of it. A page and its embed always behave the same.
  • The fund policy decides which fund each gift lands in, once, when the gift is captured. The program picker decides what the gift is reported against, and the donor’s receipt names that program.

Adding a Zakat calculator

  1. Open the giving page and go to the Design tab.
  2. Under Content Blocks, press + Add Content Block and choose Zakat Calculator (guided Zakat calculator with locked checkout).
  3. Configure the block:
    • Default nisab basis: Silver (lower, more cautious) or Gold. Tick Let donors switch gold/silver basis to let the donor choose.
    • Currency.
    • Zakat fund: only funds marked Zakat-eligible are listed. Leave it on Use the giving page’s fund if the page already points at your Zakat fund.
    • Zakat al-Fitr per-person amount (USD) to add a per-person al-Fitr section.
    • Multi-fund split (optional) to send different parts of the calculation to separate funds.
    • Assets shown: leave all checked for the default set, or untick the ones that do not apply to your donors.
    • Sadaqah presets and Sadaqah donation page: a donor whose wealth is below nisab owes no Zakat, and is offered these amounts on that page instead.
    • Disclaimer: your own wording, shown above a minimum disclaimer that cannot be removed.
    • Theme, Primary color, and language: English only, or Arabic with an English and Arabic switcher.
  4. Save. Donors step through their assets and liabilities, see the result against today’s nisab, and pay the calculated amount. The amount is recalculated on the server before the charge, so it cannot be edited in the browser.

The same calculator can go on your own website: it is the zakat shape in the embed panel. See Embedding.

Give one giving page its own look

A giving page uses your organization’s brand until you give it its own look, for example a Ramadan appeal.

  1. Go to Settings → Organization → Brand Center and select View giving pages, or open Nonprofit → Giving Pages.
  2. Open the page and go to its Design tab.
  3. Pick a preset, such as Ramadan giving, Eid celebration, Eid al-Adha or Muharram & Islamic New Year. The line at the top changes from “Preset: inherited from organization” to “Preset: Ramadan giving (this page)”.
  4. Save. The public page shows the preset.

Picking a preset in the editor changes only your draft until you save. Every preset passes our readability check. Your other giving pages keep following your organization’s brand.

When a donor leaves without finishing

If a donor enters their email and starts paying on a giving page but does not finish, Muin sends one reminder email about an hour later. Its link reopens the same page, with any impact-catalog items they had picked already in the cart. If they finish before then, no reminder is sent. There is nothing to turn on.

When a giving page goes wrong

  • Publishing is refused with “Giving page has no program”. Muin will not publish a page whose gifts cannot be reported by what they funded. Choose a program for the page, give its impact tiers one, or attach it to a launched campaign that names one. If the gifts really are unrestricted, choose your catch-all program.
  • A donor sees a verification checkbox before paying. The donation form runs a bot check before it takes a card. It usually passes without the donor noticing. In a browser that blocks cross-site tracking it asks for one click. This is expected.
  • A donor is told “We’ve received a lot of donation attempts from this connection in a short time”. Too many attempts came from one network in a short time, so the latest was held back. The donor can wait a few minutes and try again. If many people give from one building network, such as at an event, review the limits on the Security tab of payment settings. See Payment Settings.
  • Show Donor Wall cannot be switched on. The donor wall is off for your organization. Enable it under Settings → Nonprofit → Features first.

Publishing and Managing

  • Publish: Makes the page live and accessible via its public URL
  • Pause: Temporarily disables the page
  • Delete: Soft-deletes the page

QR Code Integration

Each giving page can generate a QR code for print materials:

  1. Open the giving page
  2. Open the QR panel on the Share tab
  3. Choose format (PNG or SVG) and size (64px to 1024px)
  4. Customize QR colors and toggle logo overlay
  5. Enable Dynamic QR for redirect-based short URLs that can be updated without reprinting
  6. Download and embed in flyers, mailers, event signage, or bulletins
  7. View QR Analytics to track scan counts and conversion rates over time

Donation Statistics

Each giving page shows:

  • Total raised and number of donations
  • Average donation amount
  • Donation status breakdown (completed, pending, refunded)

Contributions

What are Contributions?

Contributions are individual donation records. Every gift your organization receives, cash, check, online, stock, or in-kind, is recorded as a contribution with full audit trail.

How to Record a Contribution

  1. Navigate to Nonprofit > Contributions
  2. Click Record Contribution
  3. Enter contribution details:
    • Donor (select from person directory)
    • Amount and Currency
    • Date of the contribution
    • Contribution Type: what the gift is, such as donation, zakat, sadaqah, tithe, membership dues, matching gift, pledge payment, grant or bequest
    • Payment Method: how it was paid, such as card, ACH, check, cash, Zelle, PayPal, Venmo, stock, crypto, DAF or wire
    • Fund and optional Campaign allocation
    • Anonymous flag and dedication details (in honor of, in memory of)
    • Notes and external reference
  4. Optionally enable Send Tax Receipt to auto-generate upon saving
  5. Click Save

Filtering and Searching

Use the contribution list filters to find records by:

  • Donor, Fund, or Campaign
  • Contribution type and status
  • Date range
  • Amount range (minimum and maximum)

Fund Allocations

Split a single contribution across multiple funds:

  1. Open the contribution detail
  2. Click Add Allocations (or Edit Allocations if it already has some)
  3. Add fund allocations with specific amounts (up to 10 funds)
  4. Allocations must sum to the contribution total

Planned Giving

Track bequests, charitable remainder trusts, annuities, and other planned gifts:

  1. Navigate to Nonprofit > Giving > Planned Giving
  2. Click New Planned Gift and enter the planned gift with type, estimated amount, and expected realization date
  3. Track through the pipeline: Verbal > Documented > Irrevocable > Realized
  4. View the planned giving pipeline dashboard for totals by status

Recurring Giving

What is Recurring Giving?

Recurring Giving automates scheduled donations. Donors commit to a fixed amount on a weekly, biweekly, monthly, quarterly, semiannual, or annual basis, and Muin tracks each cycle, processes charges, and handles failed payments.

How to Set Up Recurring Giving

  1. Navigate to Nonprofit > Recurring Giving
  2. Click New Schedule
  3. Configure:
    • Donor
    • Payment Method: a saved card or bank account for that donor, or add a new one
    • Amount
    • Frequency: weekly, biweekly, monthly, quarterly, semiannual, or annual
    • Day of Month for payment processing
    • Start Date and optional End Date
    • Notes
  4. Save to activate

Managing Recurring Gifts

Action Description
Pause Temporarily suspend charges
Resume Restart a paused schedule
Cancel Permanently stop the recurring gift
Update Change the amount or day of month

Failed Payment Handling

When a charge fails, Muin:

  1. Records the failure reason
  2. Increments the failed attempt counter
  3. Continues retry attempts per your dunning configuration

The At risk / mo tile on Recurring Giving shows schedules in their grace period after a failed payment.

More ways to give

  • Text-to-Give: donors give by sending a text message.
  • Kiosk Campaigns: take gifts on a tablet or kiosk at your building or event.
  • War Room: watch a live campaign or giving day as gifts arrive, under Giving Intelligence.
  • Unidentified Gifts: attribute a gift you could not trace to a donor once you know who gave it.
  • Cash Collection: track counted cash from collection through bank deposit, so it is recorded as contributions.
  • Annual Statements: send each donor a year-end summary of their giving.

Memberships

What are Memberships?

The Membership system manages tiered membership programs with dues collection, renewal tracking, auto-renewal via recurring giving, and a member directory.

Setting Up Membership Tiers

  1. Navigate to Nonprofit > Memberships > Tiers
  2. Click Create Tier
  3. Configure the tier:
    • Name and Code (e.g., “Gold”, “GOLD-2024”)
    • Annual Dues amount
    • Description and Benefits list
    • Maximum Members (optional capacity limit)
    • Public flag (show on public-facing pages)
    • Sort Order for display ranking
  4. Save and activate the tier

Enrolling Members

  1. Navigate to Memberships
  2. Click Add Member
  3. Select the person, tier, start date, and expiry date
  4. Optionally assign a member number and link to a recurring giving schedule for auto-renewal
  5. Save the membership

Renewal and Expiration

  • Click View Expiring to see members expiring within 30, 60, or 90 days
  • Renew a membership with a single click (optionally auto-creates a contribution)
  • Set up Auto-Renewal by linking a recurring giving schedule

Membership Statistics

The stats dashboard shows:

  • Total active members by tier
  • New members this period
  • Renewal rate
  • Revenue from dues

Member Directory

View all active members in a searchable directory, filterable by tier.

In-Kind Donations

What are In-Kind Donations?

In-kind donations are non-cash gifts such as goods, services, equipment, or supplies. Muin tracks each donated item with photos, valuations, condition assessments, and IRS compliance documentation.

How to Record an In-Kind Donation

  1. Navigate to Nonprofit > Giving > In-Kind
  2. Click New Donation
  3. Enter the donor and date
  4. Add items to the donation:
    • Item name, description, and category
    • Quantity and estimated unit value
    • Condition (new, good, fair, poor)
  5. Optionally attach photos for each item
  6. Link to a fund and/or campaign
  7. Save the donation

Item Lifecycle

Each in-kind item moves through statuses:

Status Description
Received Item physically accepted
Inspected Condition verified
Valued Fair market value assigned
Distributed Given to beneficiaries or put to use

Review Queue

Items flagged for human review (low valuation confidence or high value) appear in the Valuation Review Queue:

  1. Open the Valuation Review Queue
  2. Review the item details, photos, and AI-suggested valuation
  3. Approve or adjust the value, condition, and category
  4. Submit the review decision

Tax Compliance

When an item or group of similar items is valued above the IRS $5,000 threshold for non-cash donations, a qualified appraisal is required before the gift can be claimed on Form 8283 Section B:

  1. Open the item detail
  2. Click Track Appraisal
  3. Record appraiser name, qualification, appraisal date, and linked document
  4. Generate the in-kind tax receipt
  5. View Form 8283 data for any donor by tax year

Templates

Use item templates for commonly donated goods:

  • Search templates by name, barcode, or category
  • View popular templates for quick selection
  • Templates pre-fill item name, category, and estimated value

Endowments

What are Endowments?

Endowments are permanently restricted funds where the principal is invested and only earnings are distributed. Muin tracks endowment balances, transactions, spending policies, and custodian statement imports.

How to Create an Endowment

  1. Navigate to Foundation > Endowments
  2. Click Create Endowment
  3. Link to an endowment-type fund
  4. Configure the spending policy:
    • Spending rate percentage
    • Calculation method (trailing average, simple, hybrid)
    • Smoothing period in years
  5. Save the endowment

Recording Transactions

Record the following transaction types against an endowment fund:

Transaction Type Description
Contribution New gifts added to the corpus
Investment Return Market gains and dividends
Investment Loss Market declines
Distribution Earnings distributed for spending
Fee Management and custodian fees

Custodian Statement Import

Import quarterly statements from your custodian:

  1. Navigate to Foundation > Custodian Import
  2. Upload the CSV statement (max 10 MB)
  3. Select the custodian type and quarter
  4. Review the parsed preview with auto-detected transactions
  5. Map custodian account names to your endowment funds
  6. Confirm the import to create transactions automatically
  7. View import history for audit trail

Dashboard

The endowment summary shows:

  • Total corpus across all endowments
  • YTD investment returns
  • Total distributions this year
  • Available distributable amount per endowment
  • Compliance status for each spending policy

Donor-Advised Funds (DAF)

What are Donor-Advised Funds?

If your organization sponsors donor-advised funds, the DAF module lets donors recommend grants from their fund balances. Staff review and approve or decline each recommendation.

How DAF Grant Recommendations Work

  1. A fund advisor submits a grant recommendation
  2. The recommendation appears in DAF > Recommendations
  3. Staff review the recommendation details (fund, amount, recipient)
  4. Approve to process the grant or Decline with a reason
  5. Approved recommendations create grant disbursements

Managing Fund Advisors

  1. Navigate to DAF > Funds > select a fund
  2. View the list of advisors for that fund
  3. Add advisors by selecting a person and assigning a role
  4. Remove advisors when their advisory relationship ends

Tax Receipts

What are Tax Receipts?

Tax receipts are official acknowledgment letters that donors need for tax deductions. Muin generates PDF receipts with unique receipt numbers, tracks delivery status, and supports annual giving statements.

Generating Tax Receipts

Individual receipt:

  1. Open the contribution detail
  2. Click Generate & Send Receipt
  3. Choose whether to auto-send by email
  4. The receipt is created with a unique receipt number

Batch generation:

  1. Navigate to Nonprofit > Overview and open the Tax Receipts tile
  2. Click Batch Generate
  3. Muin generates receipts for all pending contributions at once
  4. Optionally auto-send all generated receipts

Receipt Lifecycle

Status Meaning
Generated PDF created, not yet sent
Sent Emailed to the donor
Voided Receipt invalidated (refund, error, etc.)

Annual Giving Statements

Generate year-end giving summaries for donors:

  1. Navigate to Donors > select a donor
  2. Click Annual Statement and choose the tax year
  3. Download the PDF statement listing all contributions for that year

Downloading Receipts

Click Download PDF on any receipt to get a printable copy with your organization’s branding, the donor’s information, contribution details, and tax-deductibility language.

Why a receipt has no EIN

Muin prints your EIN and the tax-deductibility statement on a receipt only once your organization’s nonprofit status is verified. You enter your EIN in the company profile step of onboarding, and Muin checks it against IRS records. Until it is verified, receipts still go out, without the EIN and without that statement.

If your receipts are missing both, check that your organization finished nonprofit verification. A tax ID that is not a verified 501(c)(3) determination is never printed as an EIN.

Forms & Surveys

Where it lives

There is no sidebar row for forms. Open Sidebar → Nonprofit → Overview, then either the Forms & Surveys link on the Set up this module card or View All on the Manage forms card. The screen is titled Forms & Surveys, with the subtitle “Create and manage intake forms, surveys, and registrations.” You need the forms builder permission.

What a form can do

A Muin form is not only a survey. The form types are intake, donation, registration, volunteer, survey, application, feedback, compliance, vendor, sign-up, progress sheet and custom, and a form can:

  • Collect a payment, so a donation or registration form takes the money in the same submission.
  • Accept file uploads, for documents and proof.
  • Branch on answers, showing or hiding fields based on what the person has already answered.
  • Use rich field types: text, number, email, phone, date and time, select and multi-select, radio, checkbox, yes/no, address, signature, currency, NPS, Likert, matrix, ranking, rating, repeating sections, and layout blocks for headings, text, images and embedded video.
  • Protect itself with a captcha.
  • Be generated with AI from a description, and auto-translated.

Working the form list

The header has Review submissions and New Form. Four clickable tiles show Total Forms, Published, Total Responses and Drafts. Tabs filter by All Forms, Published, Drafts and Closed, and there is a search box.

Each card shows the form title and type, its status badge (Published, Draft, Closed or Archived), its response and field counts, its published or created date, and a Part of {name} badge when the form is embedded in another page. Card actions are View submissions, Duplicate, and a menu with Publish or Unpublish, Summary & analytics, and Delete.

Taking a form offline or deleting it

  • Take this form offline? stops the form accepting submissions immediately. Existing submissions are kept.
  • Delete this form? is permanent. If the form has responses, you must type DELETE to confirm.

Managing an Event’s Fundraising

Where it lives

Open Sidebar → Nonprofit → Events, then the event. Fundraiser, volunteer and ticketed events all open the same Manage event screen; distribution events open a distribution-specific one.

If the event needed approval, a panel at the top shows Approved or Declined with the date and the approver’s note. With no note it says “Approved without a note. no conditions were attached.” or “Declined without a stated reason.”

The tabs

For a fundraiser, volunteer or ticketed event, the tabs are grouped:

  • Volunteer options: Registrations, Check-In, Hours & Reporting, Roles, Time Slots, Waivers, Badges, Expenses.
  • Attendee options: Ticket Setup and Ticket Registration. Ticket Registration is the unified attendee roster: ticket holders, RSVPs, and the revenue that actually settled.
  • General: Occurrences (recurring events only), Details, Design, QR Codes, Share & Embed.

The screen opens on Roles, or on Occurrences for a recurring series.

Ticket revenue for the event appears under Ticket Registration. There is no separate donations tab on the event; gifts made around an event are attributed through the campaign or giving page the event points at.

Actions in the header

Which actions appear depends on the event’s status: Edit, Message registrants, Publish, Unpublish, Complete Event, Cancel Event, Delete, plus Day-of Dashboard, Approve hours, Roster (CSV), Roster (PDF). On one date of a recurring series, Edit reads Edit this date and Edit all dates (series) opens the series; each date links to its series with View series.

The Signup form card shows the public signup link with a Copy link button, and Create volunteer sign-up form if there is none yet. Three stats sit above: Registered, Attended, Total Hours.

To draft and send the invite for the event, use Draft invite with AI on the Announce this {event type} card. See Fundraising Pages and Event Announcements.

Tips & Best Practices

  • Segment early, steward always: Use the cultivation pipeline for major gift prospects from first identification through stewardship
  • Automate recurring giving: Link memberships to recurring schedules to reduce manual renewal work
  • Use giving pages for every appeal: Create dedicated giving pages for each campaign, event, or project to track source performance
  • Print QR codes: Include QR codes on mailers, event programs, and signage for frictionless mobile giving
  • Batch tax receipts at year-end: Run batch generation in January to cover the full prior year
  • Track in-kind items thoroughly: Photos and appraisals protect against IRS audit challenges
  • Check lapse risk weekly: The Lapse Risk % on each donor profile gives you time to intervene before donors stop giving

Common Issues

Problem Solution
Donor not appearing in search Ensure the person has the donor role in the CRM. Donors are persons with at least one contribution.
Pledge installments not generating Check that the pledge has a valid frequency and start date. Installments auto-generate on creation.
Giving page not accepting donations Verify the page status is Published. Draft or Paused pages do not accept donations.
Recurring giving charge failed Open the schedule on Recurring Giving for the failure reason. Common causes: expired card, insufficient funds, bank decline.
Tax receipt shows wrong amount Verify the contribution amount and tax-deductible amount fields. Void and regenerate if needed.
QR code not scanning Ensure the QR is at least 64px. For print, use 256px or larger. Use PNG for digital, SVG for print.
Campaign goal not updating Campaign statistics refresh in near real-time. Verify contributions are linked to the correct campaign.
Membership not auto-renewing Confirm the membership has a linked recurring giving schedule and auto-renew is enabled.
“No forms yet” although colleagues see forms Forms are listed per module. Check you opened Forms & Surveys from the Nonprofit overview, not another module.
“Failed to load forms. Please try again.” A load error, not an empty list. Use the Retry link; an empty list after this message is not proof there are no forms.
A form takes no submissions It is Draft or Closed. Publish it from the card’s action menu.
Deleting a form asks you to type DELETE The form has responses. That is the guard; the delete is permanent and takes the responses with it.
“Event not found or failed to load.” The event was deleted, or the link is stale. Go back to Events and open it from the list.
“Couldn’t draft an announcement” The event has no RSVP or volunteer signup enabled, or the drafter is unavailable. Enable registration on the event, then retry.

Need Help?

If you have questions about fundraising features, contact your organization administrator or reach out to Muin support. For step-by-step guidance within the app, look for the help icon on any fundraising page.