Using Pipelines to Track Board Give/Get in Humanitru

Most nonprofit boards operate under a Give/Get policy — an expectation that every board member will either personally donate a set amount each year, raise that amount from others, or some combination of both. Tracking this commitment across a full board is difficult to do well: expectations vary by member, progress happens across months, and the fundraising activity board members conduct on your behalf is often invisible in your database.

Humanitru Pipelines give you a structured way to manage each board member's Give/Get cycle from orientation through fulfillment. By creating one Opportunity per board member per cycle, you can track where each person stands, log their fundraising activity, and measure your board's collective progress against the organization's goal.

This article walks you through how to set up and use a Board Give/Get Pipeline in Humanitru, with guidance on each stage and how to track your board's work throughout the giving cycle.

Use this guide when you want to:

• Set up a Pipeline to manage your board's annual Give/Get commitments
• Track the status of each board member's personal giving and fundraising activity
• Log actions such as orientation meetings, commitment conversations, solicitations, and fulfillment
• Understand how Humanitru's pipeline stages map to your board governance process

Read the Pipelines Overview & FAQs article before this one if you are new to Pipelines and want a foundational understanding of how the module works.

1. Log in to Humanitru and click Pipelines in the left-hand navigation menu.
2. The All Pipelines page loads. You will see two tabs: Pipelines (a summary view of all your Pipelines) and All Opportunities (a table of every individual Opportunity across all Pipelines).
3. To create a new Board Give/Get Pipeline, click the green Create New Pipeline button in the top right corner.

Fill out the Pipeline creation form with the following information:

1. Pipeline Name — Give the Pipeline a name that identifies the board cycle. For example: “Board Give/Get FY2027” or “Board Giving Cycle 2027.” Names must be unique across your organization.
2. Goal Amount — Enter the total amount your full board is expected to give or raise collectively. For example, if you have 15 board members each with a $5,000 Give/Get, your Pipeline goal would be $75,000.
3. End Date — Enter the end of your fiscal year or the close date of the current board giving cycle. End dates must be in the future.
4. Description (optional) — Add a brief description to distinguish this Pipeline from others, especially if you run multiple cycles or maintain separate Pipelines for different board committees.
5. Campaigns (optional) — Associate relevant Campaigns with this Pipeline so that all Actions logged to its Opportunities are automatically tagged.

The stages below define the steps a board member moves through in a single Give/Get cycle. You can customize stage names to match your organization’s terminology and needs.

Note: Stages can be reordered by dragging and dropping them during Pipeline setup. The Declined and Stewardship stages are fixed and will always appear regardless of order.

Once the Pipeline is saved, add one Opportunity per board member per cycle. This gives each member their own record to track individually.

1. From your Pipeline’s Overview or Opportunities tab, click Add Opportunity.
2. Search for and select the board member as the constituent.
3. Enter the Ask Amount equal to that member’s Give/Get obligation (their total give-plus-get target for the cycle). Use the Projected Amount to reflect your best estimate if the obligation is not yet formally confirmed.
4. Assign the Opportunity to the staff member (such as the Executive Director or Board Liaison) responsible for this relationship.
5. Set the initial stage. New board members will typically start in Board Orientation; returning members who have already been oriented can start in Board Commitment.

Actions are the record of everything that happens between your organization and a board member in their Give/Get cycle. Log Actions consistently so your staff always knows where each member stands.

Common board Give/Get Actions to log:

• Board orientation meeting — log with the date and notes on Give/Get expectations discussed
• Give/Get commitment confirmed — log the date the member acknowledges their obligation; move to Board Commitment
• Personal gift received — log as a verified Donation Action to begin populating the Actual Amount field
• Prospect introduced or ask made on behalf of the organization — log as a solicitation Action with the prospect name and amount requested in the notes
• Gift secured through board member’s network — log as a verified Donation Action; this counts toward their Get total
• End-of-cycle check-in — log a meeting or call Action when reviewing overall progress with the member
• Thank-you or recognition sent — log when moving into Stewardship

Future-dated Actions are marked Unverified and excluded from summary statistics until the date passes and a user manually verifies them. Past-dated Actions are auto-verified.

You can add Actions directly on the Opportunity or you can add existing Actions to an Opportunity by applying the Opportunity ID Campaign.

Humanitru does not separate Give and Get into distinct fields on an Opportunity, but you can track both types of activity through Actions: