PolarisSam Ortiz$2,500
CompanyHarbor & Co.
Date12 Aug 2026
Pack · Nonprofit
Donors are contacts. Pledges are invoices.
Funds and gifts against the people and companies already in the file. Development does not get a second CRM.
A donor is a contact. A pledge is an invoice. A campaign is a goal against those records.
The fund writes back to the same people you already know.
Sam OrtizDonor
RolePrincipal
AlsoOrtiz household
Objects
On the same graph.
FND
Funds
Restricted or general. Gifts post against the fund.
GFT
Gifts
Amount, date, donor contact, and the company if there is one.
CMP
Campaigns
A goal and what has been raised. Tied to the same contacts.
DNR
Donors
Contacts with a flag. Not a parallel constituent file.
Workspace
Enable the pack. Do not fork the file.
Packs attach in the workspace. Work orders, gifts, households, and matters write back to the company, deal, and ticket.
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