Accessing Funds: Donor ManagementThe Donor Management component in CDFA’s Grant’s Management System assists with organizing the progression of a fundraising campaign. While this component is updated internally by CDFA staff, it can be an important tool in monitoring the progress of the tax credit award.
The top portion of the component contains the information pertaining directly to the award.
Most of the information outlined in this section reflects the contract terms (ex: yearly allocations and total award amount). The important information for a project to track is the Balance to Raise and the lower section regarding the amounts available to the project. Those items will inform a project on it’s progress toward raising its award amount (generally required before drawing down funds) and the amount available to the project before and after any claims have been paid.
The final portion of the Donor Management component lists each donor that has pledged to the project and the progress toward full payment of that pledge.