Get started with Fundraising
Our Peer to Peer Fundraising (P2P) feature empowers employees to fundraise for eligible charities internally and externally. The mobile-responsive crowdfunding environment is a unique way to engage employees and support their passions within your corporate giving programs. A review and approval process is optional to ensure alignment with corporate values.
Peer to Peer Fundraising pages
Explore Fundraisers
A branded landing page where your employees can browse active fundraisers.
Fundraiser pages
Each fundraiser has its own page with custom content, a donation flow, and donation tracking.
My Fundraisers
A personal dashboard to manage the fundraisers an individual has created. They can view status information, edit, and pull a report for their fundraisers. The report contains details about all donations to a fundraiser.
Fundraising User Experience
For an overview of the fundraiser creation flow, see Create a fundraiser.
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From the Fundraiser page, internal donors (employees) can select either New Donation or Log a Donation (for offline donations).
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They select an eligible donation type from the dropdown and enter an amount.
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They can select a designation and choose their privacy preference for the charity and the Fundraiser page.
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They select a Match Program, if applicable, then confirm their donation. They can proceed to checkout or add the donation to their cart.
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A confirmation email and receipt, if applicable, are sent to the donor after the donation is submitted.
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External donors select New Donation from the Fundraiser page.
Note: Credit card donations are the only donation type for external donors.
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They enter their name and a donation amount.
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They can select a designation and choose their privacy preference for the charity and the Fundraiser page.
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They enter their credit card information.
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A confirmation email and receipt are sent to the donor after the donation is submitted.
For more information about external fundraisers, see Peer to Peer Fundraisers.
Setup
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For more about these settings, see Fundraising Design settings.
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Upload a Fundraising Community background image (1280 x 700 pixels recommended).
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Upload a Fundraising Badge (130 x 130 pixels recommended).
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Enter a Fundraising Community Name.
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Enter a Fundraising Community Description.
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Work with your Customer Success Manager to configure the settings below. For more information about these settings, see Peer to Peer Fundraisers.
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Set a custom list of fundraiser-eligible charities.
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Determine whether to enable Fundraiser Approval.
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If enabled, determine whether to enable email notifications for fundraiser creators.
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Determine whether to enable social share.
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If enabled, select social media options, enter suggested social post text, and enter a suggested hashtag.
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Set text for internal disclaimers, external donor disclaimers, and external donor welcome text, if desired.
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Internal Donor Disclaimer text: Up to 5,000 characters
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External Donor Disclaimer text: Up to 250 characters
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External Donor Custom Welcome text: Up to 250 characters
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Enable Peer to Peer Fundraising Data Source for Ad Hoc Reporting (Tableau).