Fundraising

Overview

The GrowthZone Fundraising module provides the functionality to manage fundraising campaigns for both pledge-based and non-pledge donations.

Add a New Fundraising Campaign

1. Click Fundraising in the Navigation Panel. The Fundraising module will display all of your fundraising campaigns.

   

2. Click the 'Add New button.

   

3. Enter a Campaign Name for the new campaign.
4. Enter the Start Date and End Date for this campaign.
5. Enter a Description of the new campaign.
6. Enter the Goal Amount for the new campaign. This is a dollar value goal.
7. Enter the Primary Contact for this campaign.
8. Select the Receipt Template you wish to use for this campaign.
9. Select the Thank You Template you wish to use for this campaign.
10. Select the Fundraising Status for this campaign from the drop-down list.
11. If you wish to allow a donor to be billed, click the Allow Invoicing check-box.
12. If you wish to allow a donor to enter a message, click the Collect Donor Message check-box.
13. If you wish to allow tributes, click the Allow Tributes check-box.
14. If you wish to allow the donor to create log-in credentials to the Info Hub, click the Allow User To Create Account / Login. This is best practice to allow the donor to store their credit card information.
15. Click Done.

After completing the initial setup of the campaign, you will associate fee items to the campaign on the Donation Setup tab. You may wish to setup both one-time, and recurring good/services for your campaign. Click here for details on setting up good/services.

1. on the Donation Setup tab.