Get started with Fundraising

The Peer to Peer Fundraising feature allows your employees to create new fundraisers for charitable organizations and donate to fundraisers made by your community.

Use the settings below to set up your community's peer to peer fundraising program.

YourCause-managed settings

Work with your Customer Success Manager to configure these settings:

  • Set a custom list of fundraiser-eligible charities.

    Note: Most global processing partners do not support all available donation types for peer to peer fundraisers. See Global processing partners for supported fundraising donation types by processor. Work with your Customer Success Manager to decide which processors should be included in your fundraiser-eligible charity list.

  • Determine whether to enable Fundraiser Approval.

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

Configure main fundraising settings

From Fundraisers settings, you can brand your Explore Fundraisers page and enter custom text that appears within your fundraising community:

  • Customize the text that appears on your community's Fundraiser pages and in the Create a Fundraiser flow.

    • 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

  • 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 and Fundraising Community Description.

  • Set a Featured Fundraiser.

Social share and external fundraisers

Enabling social share for your community from Fundraisers settings allows your users to share fundraisers outside of your organization. External fundraisers may be also be referred to as public fundraisers.

Your employees can share fundraisers externally by using the Share This Page link or by posting to select social media platforms (Facebook, Twitter). If social share is not active, users can only share direct links with other members of their CSRconnect community.

Note: External fundraiser donations will always charge fees. There is no fee coverage option for external fundraiser donations.

Warning: The only third-party global processor that supports external fundraiser donations is Charities Trust.

Approve fundraisers and set match eligibility

Your community can require admin approval of Peer to Peer Fundraisers. This feature must be turned on by your Customer Success Manager.

After employees create fundraisers in the CSRconnect community, admins can approve or decline those fundraisers from the Fundraisers Manager in the CSRconnect Admin Portal.

You can also turn off match eligibility for individual fundraisers from the Fundraisers Manager. This allows you to run fundraisers that do not count towards your employees' match cap.

Note: Fundraisers are match eligible by default.

Manage fundraiser communications

You can configure the messages your employees receive during the fundraiser approval process and set default approved or declined messages to fundraiser creators. See Fundraiser communication settings.