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Setting Up Yearly Pledge and Giving Goals

Setting up your yearly pledge and giving goals is one of the first and most important things to do when you create a Karani account.

From your dashboard, click the "Settings" button.

Buttons

It will take you to the Preferences page. Look for the heading "Budgets" (seen in the screenshot below).

Budget Settings

Look for the heading "Fiscal year start month" and choose the month your fiscal year starts with the dropdown box. This is important: Karani uses your fiscal year start month to perform its calculations. If you're not sure, it's probably January.

Fiscal Start

Add your yearly pledge goal. Your yearly pledge goal is how much you hope/need to raise. If unsure, set this to equal your fundraising budget.

Yearly Pledge Goal

Next, add your yearly gift goal. The yearly gift goal is the amount of money (gifts) you expect to come in each year. If you leave this blank, Karani will automatically calculate it for you based on your pledges.

Yearly Gift Goal

Add your monthly gift goal. The monthly gift goal is the amount of money (gifts) you expect to come in each month. If you leave this blank, Karani will automatically calculate it for you based on your yearly gift goals.

Monthly Gift Goal

Click the "Save all" button and you're done!