Fundraising

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Add a New Fundraising Campaign


  1. Click Fundraising in the Navigation Panel. The Fundraising module will display all of your fundraising campaigns.
    Fundraising.jpg
  2. Click the Add New button.
    Add Edit Campaign.jpg
  3. Configure the following settings:
    • Campaign Name: Enter a name for this new campaign. This will be the display name for the campaign.
    • Start Date and End Date: Enter the start and end dates. Donations may be accepted from start date to end date.
    • Description - Enter a description of the new campaign.
    • Goal Amount: Enter your financial goals for this campaign.
    • Receipt Template: Select the receipt template you wish to use for this campaign. Click here for details on managing and editing your templates.
    • Thank You Template: Select the thank you template you wish to send when a donation is submitted. By default the Fundraising/Donation/Pledge Thank You template is populated, but you may select a different template as desired. Click here for details on managing and editing your templates.
    • Fundraising Status: Select the status of this campaign from the drop-down list.
    • Allow Invoicing: Select this option if you wish to allow a donors to choose to be billed for their donation.
    • Collect Donor Message: Select this check-box if you wish to allow a donor to enter a message.
    • Allow Tributes: Select this option if you wish to allow tributes. The donor can honor a specific donation in someone's name.
    • Allow User To Create Account / Login: Select this option if you wish to allow the donor to create log-in credentials to the Info Hub. This is best practice to allow the donor to store their credit card information and be able to pay bills on-line.
  4. Click Done.

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NOTE: Once the new fundraiser is saved, a Donation Link will be available on the Donations Setup tab. This link may be added to your web-page

Configure a Gateway for your Fundraiser


By default, the gateway that you have set in your Finance > General Settings will be used for processing credit card payments. If you wish to set a different gateway:

  1. Click the Donation Setup tab.
    CP Donation Terms.jpg
  2. Select the desired gateway from the Payment Gateway drop-down list.
  3. Click Save.

Associate Donation Terms to a Fundraiser


After completing the initial setup, you can add terms/conditions to the Fundraiser:

  1. Click the Donation Setup tab.
    CP Donation Terms.jpg
  2. Enter your Donation Terms.
  3. Click Save.

Customize your Fundraiser Confirmation Message


After completing the initial setup, you can customize the confirmation message donors will receive.

  1. Click the Donation Setup tab.
  2. Enter your confirmation message in the Confirmation HTML for Fundraiser Donation text box. You can use the rich text editor options to customize your message.
    CP Fundraiser Confirmation.jpg
  3. Click Save.

Associate Donation/Pledge Items to a Fundraiser


After completing the initial setup of the campaign, you will associate goods/services to the campaign on the Donation Setup tab.

  1. Click the Donation Setup tab.
    Donation Setup CP.jpg
  2. On the Donation Setup tab, click the Orange plus icon.jpg icon in the Donation/Pledge Items section.
    CP Add Donation Item.jpg
  3. Select a previously created good/service in the Item drop-down list OR click the Orange plus icon.jpg to add a new goods/service. Click here for details on setting up good/services.
  4. If this fee item is a pledge, click the Is a Pledge check-box.
  5. Default To Suggested Amount: Select this check-box if you wish your donation form to default the donation amount to suggested amount. If not selected
  6. To edit the amounts associated with this good/service click the pencil icon.
    Edit Amounts.jpg
  7. On the Edit Amounts screen, configure the following:
    • Minimum Amount - this setting allows you to define the minimum donation dollar value.
    • Suggested Amount - this setting allows you to define the suggested dollar value of a donation.
    • Show Minimum Amount - select this check-box if you wish to display the minimum amount on the donation form.
    • Allow donor to select donation start date - click this check box to allow a donor who is contributing on a recurring basis to define their own start date.
    • Allow Custom Amount - select this check box to allow donors to enter any donation amount.
  8. Click Done.
  9. Click Save.

Sharing the Fundraiser Link


Once you have added a fundraiser, a link is automatically created on the Donation Setup tab.

CP Fundraiser Link.jpg

This link may be shared in many ways:

  • On your public web-site: Embed this link on your web-site.
  • Email/Newsletters: Send the link via email or include in your newsletters.
  • Membership Application Form: You may choose to enable Collect Donations on your membership application form.
  • Event Registrations: You may choose to enable Collect Donations on your event registration forms.

Managing Donors/Donations


Various functions are available in the Fundraising module to manage your donors and donation.

Edit Fundraiser Campaign details


  1. Click Fundraising in the Navigation Panel. The Fundraising module will display all of your fundraising campaigns.
    Fundraising.jpg
  2. Click the hyper-link for the desired fundraiser.
  3. Click the Actions common tasks button.
    Edit Campaign.jpg
  4. Click Edit Campaign.
    Edit Fundraising Campaign CP.jpg

In addition to the information previously configured for the campaign, you will be able to select the desired receipt template used when a donation is entered. By default, the Fundraising/Donation/Pledge Monetary Receipt Template is selected. Click here for details on viewing and/or editing the default templates.

Manually Add Donations from the Back-Office


You can provide the link that was automatically created to potential donors, add a fundraiser page to your web-site, or you may manually enter the donations through the back office as described below.

NOTE: Currenlty, donations will always be associated to individuals not to organizations. If the donation is to be associated to a business, you may add the invoice to the corporation and then “Enter Cash” donation to the fundraiser for tracking the donation.

  1. Click Fundraising in the Navigation Panel. The Fundraising module will display all of your fundraising campaigns.
    Fundraising.jpg
  2. Click the hyper-link for the desired fundraiser.
  3. Click the Actions common tasks button.
    Add Donations CP.jpg
  4. Click Add Donations. The Donations form will be displayed.
  5. Fill in the required fields and payment information.

Once the form is completed the following will occur:

  1. A thank you email will be sent to the donor
    Email Notification.jpg
  2. If they have chosen to pay by credit card:
    • An invoice and a payment record will be displayed on the contact's billing tab.
  3. If they chose to be invoiced:
    • An invoice will be created and displayed on the contact's billing tab.
  4. Those staff members who have subscribed to the Online Donation Notice notification will receive an email notification.

Add a Donor & Check Payment Simultaneously


If you have received checks from individual who have not filled in your donation form, you can easily add the donation information and the payment at the same time. NOTE: This option is NOT used to pay for existing invoices, only to enter a donor and a check received when a donation has not already been setup. When a donation/payment is entered in this manner, the thank you email is not sent.

  1. Click Fundraising in the Navigation Panel. The Fundraising module will display all of your fundraising campaigns.
    Fundraising.jpg
  2. Click the hyper-link for the desired fundraiser.
  3. Click the Actions common tasks icon.
    Enter Cash Donation.jpg
  4. Click Enter Cash Donation.
    Enter donation payment1.jpg
  5. Enter the following:
    • Name: Enter the name of the donor. If the donor does not exist in your database as a contact, a new non-member contact will be created.
    • Date: The current date will be displayed by default, and may be changed.
    • Check Number: Enter the check number as a reference.
    • Message: Enter the message the donor wishes displayed.
    • Tribute Contact:
    • Recognition Name: The recognition name is the name of the person who will get recognized for the donation.
    • Donation Pledge Items: Select the appropriate item from the drop-down list.
    • Price: Enter the amount of the donation.
  6. Click Done.

After the donation and payment is entered, and invoice and payment will be displayed on the contact's billing tab.

Billing History2.jpg

View All Donation Activity


  1. Click Fundraising in the Navigation Panel. The Fundraising module will display all of your fundraising campaigns.
    Fundraising.jpg
  2. Click the hyper-link for the desired fundraiser.
  3. Click the Donation Activity tab. The Donation Activity tab will display both one time and recurring donations.
Dontation Activity.jpg

Click the View Donation Details.jpg to view the details of the donation.

Fundraising Donation Details.jpg

On the Fundraising Donation Details screen you can edit the donation details, as well as add notes.

View Recurring Donations


  1. Click Fundraising in the Navigation Panel. The Fundraising module will display all of your fundraising campaigns.
    Fundraising.jpg
  2. Click the hyper-link for the desired fundraiser.
  3. Click the Recurring tab to display all recurring donations.
Recurring Donations.jpg

Click the Pencil icon.jpg to edit the recurring donation.

NOTE: You will be able to edit the frequency of the donation, and the end date for the donation


Add Edit Donation.jpg

View List of Donors


  1. Click Fundraising in the Navigation Panel. The Fundraising module will display all of your fundraising campaigns.
    Fundraising.jpg
  2. Click the hyper-link for the desired fundraiser.
  3. Click the Donors tab to display the list of all donors to this campaign.


Donors.jpg

Email all Donors


  1. Click Fundraising in the Navigation Panel. The Fundraising module will display all of your fundraising campaigns.
    Fundraising.jpg
  2. Click the hyper-link for the desired fundraiser.
  3. Click the Actions common tasks icon.
    Email Donors.jpg
  4. Click Send Email to Donors. The Send Email screen will be displayed.

Fundraiser Reporting


Donation Summary


The Donation Summary tab in the Fundraising module will display a list of all donors to all campaigns. The summary may be filtered to a specific date range and/or a specific donor.

Donation Summary.jpg

Fundraiser History by Donor


The Fundraising History By Donor Report allows you to easily view the sum of donations for individual donors or all donors. It may be filtered to specific campaigns, or all of your current campaigns. If you have had a major push in fundraising over a period in time, you can filter the report to a selected date range.

  1. Click Reports in the Navigation Panel
  2. Select Fundraising History By Donor Report.
    Fund Criteria.jpg
  3. Select your search filtering criteria. For example, if you would like to see donation history by a specific contact, type the name of the contact in the Contact text box.
  4. Optional - Enter a Search/Filter query. For example, if you would like to see the history for a specific fundraising campaign, select Campaign Name.
    Spec Olym.jpg
  5. Select Display Options. They system is setup with default fields to display in your report. You may add or remove fields by clicking on the Fields to Display drop-down arrow.
  6. Select Summarize by criteria. This optional field allows you to select how you wish report results grouped. For example, you may choose to group results by campaign name.
  7. Click Run Report.
Fund Results 2.jpg

See Common Report Functions for performing the following: You can perform the following actions with the report by clicking the down arrow on the Run Report button:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Add as a Favorite Report

Recurring Donation Report


The Recurring Donations Report allows you to generate a list of all contacts who have setup recurring donations for a fundraiser. This report can be generated for all fundraisers or a specific fundraiser.

  1. Click Reports in the Navigation Panel
  2. Select Recurring Donations Report.
    Rec Don Criteria.jpg
  3. Select your search filtering criteria. For example, if you would like to see recurring donations for a specific fundraiser, or a specific contact.
  4. Optional - Enter a Search/Filter query.
  5. Select Display Options. They system is setup with default fields to display in your report. You may add or remove fields by clicking on the Fields to Display drop-down arrow.
  6. Select Summarize by criteria. This optional field allows you to select how you wish report results grouped. For example, you may choose to group results by campaign name.
  7. Click Run Report.
Rec Donations Results.jpg

See Common Report Functions for performing the following:

  • Export as PDF
  • Export as Excel.
  • Export Summary as PDF
  • Export Summary as Excel
  • Email Report
  • Add to List
  • Add as a Favorite Report

Fundraiser FAQ's


Click the links below for answers to frequently asked questions: