🌎CSR & Impact

Brightest's CSR & Impact Module makes it easier for your organization to track your philanthropy and donations.

Note, the CSR & Impact Module is available for select subscription packages. If you are interested in having access to this module, please contact your account manager.

On this page:

Philanthropy and Donations Tracking

Using the Add Tool to upload philanthropy and donations information

Uploading philanthropy and donations data via CSV importer

Creating philanthropy campaigns

Philanthropy and Donations Tracking

In Brightest's Donations & Philanthropy tab, you can track the following information about your donations:

  • Donation amount

  • Donation currency

  • Flag a donation as recurring

  • Month and Year of the donation

  • Recipient's Name

  • Recipient's EIN

  • Recipient's Address

  • Campaign - if the donations correspond to an organizational campaign or program (see documentation on creating campaigns below)

  • Status - Approved, In Review, or Requested

  • Attach relevant documentation

  • Link products for in-kind donations (products will need to have already been created in the Products tab in the Sustainability Module)

  • In-kind donation monetary value

  • And add meta tags and description information

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Using the Add Tool to upload philanthropy and donation information

To enter philanthropy and donation data manually, you can use the "+ Add New" option.

  1. Select "+ Add New"

  2. Enter the relevant information into the form:

Field
Required?
Description

Amount

Yes

The donation amount.

Currency

No, but recommended

The currency of the donation amount.

Recurring

No, if the toggle switch is not set to "on", Brightest will assume that the donation is not recurring

Toggle the switch "on" if this is a recurring donation, toggle switch "off" if donation is not recurring.

Year

Yes

The year the donation was made.

Month

Yes

The month the donation was made.

Recipient Name

No

The name of the donation recipient.

Recipient EIN

No

The recipient's EIN (tax ID number).

Address

No

The recipient's address.

Campaign

No

Link the donation to a specific campaign or cause. See documentation on creating campaigns below.

Status

No, but if not selected, Brightest will use the default "Approved"

Select if the donation is "Requested," "Approved," or "In Review."

Document

No

Upload documentation relating to the donation.

Products

No

Attach products related to in-kind donations. Note: these products need to have been created in the Products Tab within the Sustainability Module to be visible.

Inkind Donation Value

Yes

Add the monetary value of in-kind donations.

Meta Tags

No

Attach tags to the donation.

Description

No

Add a description or more information about the donation.

  1. Select the green "Save" button.

Step 1: Select the "+ Add New" button
Step 2 and 3: Fill out the donation creation form and select "Save"

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Uploading philanthropy and donations via CSV importer

  1. Select the "+ CSV Import"

  2. Download the Philanthropy Data CSV Upload Template. Fill in the necessary fields (see the chart above for descriptions of each field).

  3. Import your completed CSV, verify the data, and select "Save".

Step 1: Select "+ CSV Import"
Step 2: Download the CSV Import Template and fill in your information
Step 3: Upload your CSV, verify your data, and select "Save"

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Creating philanthropy campaigns

  1. Select the button (next to the CSV Export Option), and select "Create Campaign +".

  2. Fill out the campaign creation form:

Field
Required
Description

Name

Yes

Name of your organization's philanthropy campaign or program

Description

No

Add a description about your campaign or program

Type

No, but recommended

Select your campaign type: - Fundraiser or Giving - Employee or Team - Grant - In-kind or Product Giveaway - Event - Live Auction - Silent Auction - Digital Auction - Raffle or Door Prize - Digital or Social Media - Direct Mail - Other

Meta Tags

No

Attach tags to your campaign.

  1. Select "Save".

Step 1: Select the "Create Campaign +" Button
Step 2 and 3: Complete the campaign creation form and select "Save"

To bulk upload campaigns

  1. Select the "View Campaigns" button to see a list of your campaigns.

  2. Select "+ CSV Import"

  3. Fill out the CSV template, upload and select "Save".

Step 1: Select "View campaigns" Button
Step 2: Select "+ CSV Import"
Step 3: Download the CSV template if needed, then upload and select "Save"

To view or edit your campaigns:

  1. Select the button (next to the CSV Export Option), and select "View Campaigns".

  2. You can then edit or delete each campaign individually by selecting the (edit) button or delete button, or you can bulk edit your campaigns by selecting the campaigns you'd like to edit and clicking the button in the corner.

To view your campaigns: select the "View Campaigns" button
To bulk edit: select the campaigns you'd like to edit, click the bulk edit button, then select the field you'd like to update along with the new value and select "Save"

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