Salesforce Set Up

We need help in re vamping our Salesforce Account so it works for what we need. Our original design is not working.

Using Salesforce as our donation CRM, we need it to be more aligned with how we use information for fundraising, as well as monitoring for financials.

We have prepared a list of what we want to have the template look like and information we need, so that all reports can be pulled form what we have on template.