Nonprofit Platform: Impact
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      Impact Goals: How to share goals with your funder?

      Take control of your progress by deciding how and when to share your goal's progress with your funder.

      From a new goal creation:

      1. Navigate to the Impact Goals subtab within Resilia.
      2. Click on the Create New Goal button.
      3. Complete all the fields and check the box "Share this goal with..."; your funder's name should appear.
      4. Once completed, click on the Create button.

      Create modal view with funder shared checkbox active

      From a previously created goal:

      1. Navigate to the Impact Goals subtab within Resilia.
      2. From your Goals list's main view, choose the Goal you want to share with your funder and click the Edit button at the top right of the goal card.
      3. Check the box "Share this goal with..."; your funder's name should appear.
      4. Once it's finished, you can click on the Save button.

      Image shows edit icon and the edit modal view with funder shared checkbox active

      Your shared Goal will have a yellow indicator, as shown in the image.

      Goal card showing a little indicator with and eye icon and the funder name

      Remember: Resilia doesn't share detailed information with your funder without your consent; your organization has the power to decide which goals to share, when, and for how long. 

      To revoke access to the Goal?

      1. Click the Edit (pencil icon) button on the top right on the goal you want to stop sharing progress.
      2. Uncheck the selection box to share progress with your funder.
      3. Click the save button to reflect the change.
      4. The yellow indicator will disappear from your Goal card. 

      How does the funder see your shared Goals?

      Your funder receives a report from your nonprofit manager every quarter or every month; in that report, they can see the highlights of the progress you're making toward those goals.