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Foundation module

Fundraising suite — campaigns, donations, donor CRM, recurring pledges, and tax receipts.

Optional module Enable in Settings → Modules

Foundation is GreekManage's fundraising suite — campaigns, public donate pages, donor CRM, and reporting. Designed for tax-exempt foundations associated with national orgs.

What this module enables

When Foundation is enabled:

SurfaceVisibility
CampaignsOrg admins author; public donate pages render
DonationsOrg admins see all; donors see their own history (if they have an account)
Donors CRMOrg admins only
ReportsOrg admins only
Public donate URLsAnyone with the link

What members see

Members of the org with foundation access see:

  • Foundation → Dashboard — quick view of active campaigns
  • Foundation → Donate — internal donate flow (pre-filled with their info)

Members who give are added to the donor CRM automatically.

Public donate URLs

Each campaign has a public URL: https://[your-domain]/donate/[foundation-id]/[campaign-slug]

Share this URL via:

  • Email blasts
  • Social media
  • Printed materials (use a QR code)
  • Org website embed (iframe support)

The donate page renders without requiring an account. Donors can pay by card, ACH, Apple Pay, or Google Pay.

Recurring donations

Campaigns can support monthly or annual recurring donations. Donors set this up at giving time. The platform handles:

  • Recurring charges via your payment processor
  • Failed-payment retry logic
  • Renewal receipts

Tax receipts

GreekManage generates IRS-compliant donation receipts:

  • Per-donation receipts emailed at giving time
  • Annual statements emailed in January

Customize the receipt template in Foundation → Settings.

Donor segmentation

Tag donors:

  • Major donor (over a threshold)
  • Recurring
  • Lapsed (gave once, hasn't given in 12+ months)
  • Reactivated (lapsed donor who returned)
  • Board member
  • Match-eligible (employer matches)
  • Custom tags

Use tags for outreach campaigns and reports.

Reports

  • Campaign performance (vs. goal)
  • Donor retention (year-over-year)
  • Top donors
  • Recurring donor health
  • Geographic breakdown
  • Year-end summary

Dependencies

  • Payment processor — Foundation typically uses a separate Stripe Connect account from dues, since funds go to a different bank account
  • Storage — for campaign hero images
  • Email — for receipts and acknowledgments

Walkthroughs

ForPage
Setting up FoundationFoundation (org admin)

Pricing

Foundation is typically a paid add-on. Confirm with your platform admin.

  • Operations — Dues use a similar payment infrastructure but separate from Foundation
  • Alumni — alumni are often foundation donors
  • Data Export — export donor and donation data