CONTENTS - Fundraising

Who is this for? Staff and administrators who manage fundraising campaigns and donations. In v2, fundraising lives under the Revenue rail, in the Fundraising section. Use this contents page as your guided path through every fundraising task, from creating a campaign to managing donors and running reports.

Module 1: Set Up Your Fundraising Campaign

Create a new campaign and configure the settings, fee items, and details that define it. (Est. Time: 25 mins)

• → Create a New Fundraising Campaign
• → Customize Fundraiser Settings
• → Manage Goods/Services assigned to a Fundraiser
• → Update Fundraiser Campaign Details

Module 2: Share Your Fundraiser

Get the word out by sharing your fundraiser link with members and the public. (Est. Time: 10 mins)

• → Sharing the Fundraiser Link

Module 3: Manage Donors & Donations

Understand the donation process flow, then add, invoice, and track donations and donors. (Est. Time: 45 mins)

• → Donation Process Flow
• → Manually Add Donations from the Back-Office
• → Add a Donor & Check Payment Simultaneously
• → Send Out Invoices for Donations
• → Manage Recurring Donations
• → View All Donation Activity
• → View List of Donors
• → Send an E-mail all Donors

Module 4: Report on Your Results

Review the fundraiser reports available to measure your campaign's performance. (Est. Time: 15 mins)

• → Fundraiser Reports

Certification Goal: Fundraising Administrator

By completing every module above, you will be able to launch a fundraising campaign, share it, process and track donations end to end, and report on results — all from the Fundraising section under the Revenue rail.