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Megan Dodds
Megan Dodds
Community Manager
Oct 19, 2026 3:41 PM UTC
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Help a Fellow Nonprofit Get Started: Share Your Best NFG Advice

Welcome to the NFG community! :wave:
Whether you’ve been using NFG for years or just launched your first campaign, you have knowledge that someone else in this community needs right now. Think back to when you first logged in. Maybe you were figuring out your first campaign, learning the donor records, or wondering if you were set up the “right” way. Now imagine another nonprofit in that exact spot today.

What’s the one piece of advice you’d give them?
This thread is a living guide written by nonprofits, for nonprofits. Your tip could save someone hours of trial and error, help them avoid a mistake, or give a new fundraiser the confidence to launch.

Share your response using this format:
:bulb:Your tip: (one or two sentences is perfect)
 :dart:Who it’s for: (admins, fundraisers, finance, program staff, etc.)

Not sure what to share? A few prompts to get you started:

  • What do you wish you’d known in your first 30 days?
  • What’s one setting, report, or workflow that saved you time?
  • What’s a mistake you made that you’d help someone else avoid?
  • What would you tell a colleague who just inherited your NFG account?



Reply below, and feel free to :+1: the tips that help you. Excited to see what you have to share and thank you for helping your nonprofit peers succeed!

    2 replies

    Charles Case
    Charles Case
    Community Manager
    Oct 19, 2026 5:48 PM UTC

    Whether you’re a new organization using NFG or a new point of contact for your org, one thing I really like to drive home is understanding Campaigns vs. Designations. Using these as intended really helps with segmentation and reporting as your fundraising develops in NFG.

     

    Charles Case (they/he)
      rachel moody
      rachel moody
      Community Manager
      Oct 20, 2026 4:29 PM UTC

      Spending some time learning how to create filters is going to save you a lot of time in the long run using NFG! Filters help you pull contact lists and donation data report. You can pull filters in either the contacts tab (if you’re looking for a list of people) or the giving tab (if you’re looking for donation data). My tip is on how to read the rules when you create your own filters. When you go to create your own filter, you are basically selecting the criteria that you’re looking for: so maybe I want to pull a contact list of folks that can receive email blasts and they’re a major donor (in my case, have given at least $1,000 over their lifetime). 



      When you have more than one condition, you want to make sure you know how to use the rules at the bottom right (the dropdown of all or any). I like to simplify this in my head by reading all as and and any as or. 

      In this case, I want to select all so it reads “I’m looking for a list of donors that can receive email blasts AND are a major donor.” If I switched it to “any” it would read “I’m looking for a list of donors that can receive email blasts OR they are a major donor.”

      If a filter isn’t pulling the data you’re expecting, take a look at your rules of all vs any to see if you need to make changes there - filters aren’t as scary as they seem once you dive in!

      Rachel at Bonterra
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