đCSR & 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.
Select "+ Add New"
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. |
Select the green "Save" button.
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Uploading philanthropy and donations via CSV importer
Select the "+ CSV Import"
Download the Philanthropy Data CSV Upload Template. Fill in the necessary fields (see the chart above for descriptions of each field).
Import your completed CSV, verify the data, and select "Save".
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Creating philanthropy campaigns
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. |
Select "Save".
To bulk upload campaigns
Select the "View Campaigns" button to see a list of your campaigns.
Select "+ CSV Import"
Fill out the CSV template, upload and select "Save".
To view or edit your campaigns:
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