The Goal: Learn how to set up and manage a fundraising campaign for both pledge-based and non-pledge donations, with reporting and financial tracking for your staff and board.
Before You Begin:
- You have permission to access fundraising tools (Go to Revenue, Fundraising section).
- You have your campaign details ready — campaign name, goal amount, and whether donations are pledge-based or non-pledge.
Microlearning Overview
This recorded webinar walks through how to set up and manage a fundraising campaign. Topics covered:
- Overview
- Setting up a new campaign
- Managing donations
- Fundraiser reporting
Click the image below to start the session.
Step-by-Step Instructions
- Go to Revenue, Fundraising section to access your fundraising campaigns.
- Set up a new campaign, choosing whether it is pledge-based or accepts non-pledge donations.
- Manage donations as they come in, recording and tracking each contribution.
- Use fundraiser reporting to give your staff and board financial tracking and progress visibility.
Common Pitfalls
- Choosing the wrong donation type: Decide up front whether the campaign is pledge-based or non-pledge — this affects how donations and reporting behave, so confirm it before recording any contributions.