Fundraising & Donor Management

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	Top-tier donors with significant cumulative giving
Mid-Level	Consistent donors between regular and major thresholds
Regular	Recurring or steady contributors
Lapsed	Previously active donors who have stopped giving
New	Donors who made their first contribution recently

How to View and Manage Donors

Navigate to Nonprofit > Donors
Use the segment filter tabs to focus on a specific group (Major, Mid-Level, Regular, Lapsed, New)
Search by name or email to find a specific donor
Click a donor to view their full profile, including:
- 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
View the Engagement tab for 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 manage a donor’s cultivation:

Open the donor profile
Click Cultivation tab
Set the cultivation stage, capacity rating (under $10K, $10K-$100K, $100K-$1M, over $1M)
Record planned giving interests
Set the next cultivation action and date
Assign a gift officer

At-Risk Donors

Navigate to Donors > At Risk to see donors with a high probability of lapsing. Muin calculates a lapse risk score (0.0 to 1.0) for each donor. You can adjust the risk threshold to filter the list. Use this view to prioritize re-engagement 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

How to Create a Campaign

Navigate to Nonprofit > Fundraising Campaigns
Click Create Campaign
Fill in the campaign details:
- Name and optional Code for internal tracking
- Campaign Type (annual, capital, emergency, event, etc.)
- Start Date and optional End Date
- Goal Amount and currency
- Fund to direct contributions to
- Description for public-facing content
Configure optional features:
- Enable Thermometer to show progress publicly
- Enable Gift Matching and set the match ratio and cap
- Toggle Auto-create Giving Page to generate a donation page
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

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

Navigate to Nonprofit > Pledges
Click Create Pledge
Enter the pledge details:
- Select the donor
- Enter the total pledge amount
- Choose the frequency (monthly, quarterly, annual, custom)
- Link to a campaign (optional)
Muin auto-generates the installment schedule with due dates
Save the pledge

Recording Payments

Open the pledge detail page
View the installment schedule under the Installments tab
When a payment arrives, click Record Payment on the corresponding installment
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:

Open the pledge detail page
Click Generate QR Code
Share the QR code with the donor (print, email, or text)
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

Navigate to Nonprofit > Giving Pages
Click Create Giving Page
Configure the page:
- Title and URL Slug (e.g., annual-fund)
- Page Type (general, campaign, event, memorial, etc.)
- 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
Click Save to create as draft

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:

Open the giving page
Click QR Code tab
Choose format (PNG or SVG) and size (64px to 1024px)
Customize QR colors and toggle logo overlay
Enable Dynamic QR for redirect-based short URLs that can be updated without reprinting
Download and embed in flyers, mailers, event signage, or bulletins
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

Navigate to Nonprofit > Contributions
Click Record Contribution
Enter contribution details:
- Donor (select from person directory)
- Amount and Currency
- Date of the contribution
- Type (cash, check, credit card, ACH, stock, cryptocurrency, etc.)
- Payment Method
- Fund and optional Campaign allocation
- Anonymous flag and dedication details (in honor of, in memory of)
- Notes and external reference
Optionally enable Send Tax Receipt to auto-generate upon saving
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:

Open the contribution detail
Click Manage Allocations
Add fund allocations with specific amounts (up to 10 funds)
Allocations must sum to the contribution total

Planned Giving

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

Navigate to Contributions > Planned Gifts
Create a planned gift with type, estimated amount, and expected realization date
Track through the pipeline: Verbal > Documented > Irrevocable > Realized
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, monthly, quarterly, or annual basis, and Muin tracks each cycle, processes charges, sends reminders, and handles failed payments.

How to Set Up Recurring Giving

Navigate to Nonprofit > Recurring Giving
Click New Recurring Gift
Configure:
- Donor and Amount
- Frequency (weekly, monthly, quarterly, annually)
- Start Date and optional End Date
- Day of Month for payment processing
- Fund and optional Campaign
- Payment Method (credit card, ACH, etc.)
- Enable Send Reminders for upcoming charges
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 amount, fund, day of month, or reminder preference

Failed Payment Handling

When a charge fails, Muin:

Records the failure reason
Increments the failed attempt counter
Flags the donor on the At-Risk Donors dashboard
Continues retry attempts per your dunning configuration

Navigate to Recurring Giving > At Risk to see schedules with recent payment failures and take action.

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

Navigate to Nonprofit > Memberships > Tiers
Click Create Tier
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
Save and activate the tier

Enrolling Members

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

Renewal and Expiration

View Expiring Memberships 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

Navigate to Nonprofit > Contributions (filter by In-Kind type)
Click New In-Kind Donation
Enter the donor and date
Add items to the donation:
- Item name, description, and category
- Quantity and estimated unit value
- Condition (new, good, fair, poor)
Optionally attach photos for each item
Link to a fund and/or campaign
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 Review Queue:

Navigate to the Review Queue
Review the item details, photos, and AI-suggested valuation
Approve or adjust the value, condition, and category
Submit the review decision

Tax Compliance

For items valued over $5,000, IRS Form 8283 requires a qualified appraisal:

Open the item detail
Click Track Appraisal
Record appraiser name, qualification, appraisal date, and linked document
Generate the in-kind tax receipt
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

Navigate to Nonprofit > Endowments
Click Create Endowment
Link to an endowment-type fund
Configure the spending policy:
- Spending rate percentage
- Calculation method (trailing average, simple, hybrid)
- Smoothing period in years
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:

Navigate to Endowments > Import
Upload the CSV statement (max 10 MB)
Select the custodian type and quarter
Review the parsed preview with auto-detected transactions
Map custodian account names to your endowment funds
Confirm the import to create transactions automatically
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

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

Managing Fund Advisors

Navigate to DAF > Funds > select a fund
View the list of advisors for that fund
Add advisors by selecting a person and assigning a role
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:

Open the contribution detail
Click Generate Tax Receipt
Choose whether to auto-send by email
The receipt is created with a unique receipt number

Batch generation:

Navigate to Nonprofit > Tax Receipts
Click Batch Generate
Muin generates receipts for all pending contributions at once
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:

Navigate to Donors > select a donor
Click Annual Statement and choose the tax year
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.

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
Monitor at-risk donors weekly: The lapse risk algorithm 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	Check the At-Risk dashboard for failure reasons. 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.

Foundation Features — Endowment operations, grant disbursements, and foundation-specific workflows
Grants — Grant programs, proposals, and grantee management
Distributions — Service distribution events and eligibility screening
Volunteer Management — Volunteer events, programs, and expense tracking
Case Management — Client cases, notes, and referrals

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.