CSR & Impact
Brightest's CSR & Impact Module makes it easier for your organization to track your philanthropy and donations.
Last updated
Brightest's CSR & Impact Module makes it easier for your organization to track your philanthropy and donations.
Last updated
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
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
To enter philanthropy and donation data manually, you can use the "+ Add New" option.
Select "+ Add New"
Enter the relevant information into the form:
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
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.
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".
Fill out the campaign creation form:
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".
Select the "View Campaigns" button to see a list of your campaigns.
Select "+ CSV Import"
Fill out the CSV template, upload and select "Save".
Campaign - if the donations correspond to an organizational campaign or program (see documentation on )
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Link the donation to a specific campaign or cause.
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Select the button (next to the CSV Export Option), and select "Create Campaign +".
Select the button (next to the CSV Export Option), and select "View Campaigns".
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.
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