Manage Record a Fundraiser Settings

Admins can manage Record a Fundraiser settings from the CSRconnect Admin Portal, Community setup, Fundraising, Record Fundraisers. You must have the Can Manage Record Fundraiser permission. See Manage Roles.

Tip: Your community's Record a Fundraiser link is available at the top of this page.

1. Under Record a Fundraiser Charity Eligibility, select a charity bucket. If a list of eligible charities is not selected, you will still be able to access the page, but you will not be able to record a fundraiser.

   Note: Charity buckets are the lists of charities your employees can engage with for each feature. For example, you can only create fundraisers for charities you have included in your peer to peer fundraising bucket. Your Customer Success Manager (CSM) configures your charity buckets for you.

2. Under Record a Fundraiser Disclaimer, enter text to appear as a disclaimer when an employee records a fundraiser. The disclaimer text has a maximum of 500 characters.