Development & Fundraising
Donor management, gift recording, and fundraising tools
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
Funds and Appeals — Setup and Management
Create restricted and unrestricted funds, create appeals with goal tracking, and generate donation links
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