Development & Fundraising
Donor management, gift recording, and fundraising tools: patrons and donor records, households, duplicates, importing contacts, donations, tax receipts and thank-you letters, year-end statements, pledges, recurring giving, funds and appeals, nonprofit settings, activity log
Patron Records & Households
The Patron Record — What It Is and How It's Built
Understand how patrons are created, what data they hold, and how to search and export the patron list
The Patron Detail Page — Tabs and Giving History
Read a patron's giving history, ticket history, marketing consent, and custom fields in one place
Households — Grouping Patrons, Combined Giving
Create households, add members, view combined giving, and use them for one-email-per-household mailings
Reviewing and Merging Duplicate Patrons
Find duplicate patron records, choose a survivor, and merge all history onto the surviving record
Importing Patron Data from a Previous System
Bring Contact records over from a previous system, and know what still needs Noctern support
Recording Gifts
Recording a Manual Gift
Record a check, cash, or in-kind donation received outside Noctern, with optional matching-gift and soft-credit details
Editing or Voiding a Gift
Correct a recording error on a non-card gift, or void a duplicate entry
Soft Credits and Matching Gifts
Record that a patron solicited a gift, or that an employer is matching a donation
Converting a Ticket Refund to a Donation
Refund a ticket and record the amount as a gift instead of returning money
Gift Certificates and Account Credit — Donor Perspective
Issue complimentary account credit as a refund alternative and understand how donors use their balance
Pledges & Sustainers
Funds, Acknowledgments & Statements
Fundraising in Noctern — Getting Started
What fundraising, donations, funds, and appeals are in Noctern, and the order to set them up: funds and appeals, taking gifts, recording gifts, pledges and sustainers, acknowledgments, statements, and reports
Funds and Appeals — Setup and Management
Create restricted and unrestricted funds, create appeals with goal tracking, and share an appeal's donate link
Gift Acknowledgments — Generating and Sending
Send tax-receipt acknowledgments individually, by email or printed letter
Year-End Giving Statements — Generate, Review, and Email
Generate per-donor giving statements for a tax year, batch-email them, and download PDFs
Legal Name, Receipt Statement, and Donation Presets for Your Nonprofit
Set the 501(c)(3) legal name, the closing statement on donation receipts and year-end statements, and the preset donation amounts offered on the donate page and at checkout