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.

Explore Fundraisers displays community metrics, recent fundraisers, and a featured fundraiser.

Fundraiser pages

Each fundraiser has its own page with custom content, a donation flow, and donation tracking.

Fundraiser page shows a progress bar, donation buttons, and sharing options.

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.

My Fundraisers displays impact metrics, with active fundraisers and fundraiser history listed below.

Fundraising User Experience

For an overview of the fundraiser creation flow, see Create a fundraiser.

  1. From the Fundraiser page, internal donors (employees) can select either New Donation or Log a Donation (for offline donations).

  2. They select an eligible donation type from the dropdown and enter an amount.

  3. They can select a designation and choose their privacy preference for the charity and the Fundraiser page.

  4. They select a Match Program, if applicable, then confirm their donation. They can proceed to checkout or add the donation to their cart.

  5. A confirmation email and receipt, if applicable, are sent to the donor after the donation is submitted.

  1. External donors select New Donation from the Fundraiser page.

    Note: Credit card donations are the only donation type for external donors.

  2. They enter their name and a donation amount.

  3. They can select a designation and choose their privacy preference for the charity and the Fundraiser page.

  4. They enter their credit card information.

  5. 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

For more about these settings, see Fundraising Design settings.

  • Upload a Fundraising Community background image (1280 x 700 pixels recommended).

  • Upload a Fundraising Badge (130 x 130 pixels recommended).

  • Enter a Fundraising Community Name.

  • Enter a Fundraising Community Description.

Work with your Customer Success Manager to configure the settings below. For more information about these settings, see Peer to Peer Fundraisers.

  • Set a custom list of fundraiser-eligible charities.

  • Determine whether to enable Fundraiser Approval.

    • If enabled, determine whether to enable email notifications for fundraiser creators.

  • Determine whether to enable social share.

    • If enabled, select social media options, enter suggested social post text, and enter a suggested hashtag.

  • Set text for internal disclaimers, external donor disclaimers, and external donor welcome text, if desired.

    • Internal Donor Disclaimer text: Up to 5,000 characters

    • External Donor Disclaimer text: Up to 250 characters

    • External Donor Custom Welcome text: Up to 250 characters

  • Enable Peer to Peer Fundraising Data Source for Ad Hoc Reporting (Tableau).