Peer to Peer Fundraising

This is the hub for fundraising in your community. From this page, users can find fundraisers made by their peers. Only registered users can view Explore Fundraisers. It is not visible to external donors.

When creating a fundraiser, employees can choose to make the page private. Private fundraisers will not appear in Explore Fundraisers. Employees can share private fundraisers through a direct link.

Note: You may see this page also referred to as the Fundraising home page or Fundraising Community.

Each fundraiser has its own page with custom content, a donation flow, donation tracking, and social share options, if enabled.

The progress bar total includes company match contributions only after match contributions have been approved by an admin. The Recent Donations section does not display company match contributions.

This is a personal dashboard for users to manage the fundraisers they've created and view fundraisers they've donated to. Fundraiser creators can view summary metrics about their fundraising, edit and monitor their fundraisers, and pull exports of donation data.

Note: In communities with only one currency enabled, aggregated totals on My Fundraisers display in their community's selected currency. In communities that can use multiple currencies, aggregated totals are shown in USD.

Your community can require admin approval of Peer to Peer Fundraisers. After employees create fundraisers in the CSRconnect community, admins can approve or decline those fundraisers from the CSRconnect Admin Portal. This feature can be turned on by your Customer Success Manager.

See Peer to Peer Fundraiser Approval for more information.

You can configure the messages your employees receive during the fundraiser approval process. See Fundraiser communication settings.

Enabling social share for your community 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, then users are only able to share direct links with their organization and only those with access to CSRconnect are able to donate.

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

To enable social share, see Fundraisers settings.

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

You can brand your Explore Fundraisers page and enter custom text that appears within your fundraising community. These settings are available in the CSRconnect Admin Portal. See Fundraisers settings.

To enable the following permissions for an admin, see Manage roles.

• Can Manage Fundraising Design: Admins with this permissions can edit Fundraisers settings and Fundraiser communication settings.

• Can Create Fundraiser: Users with this permission can create fundraisers from your CSRconnect Community. This is done from your CSRconnect Community and the user does not need access to the CSRconnect Admin Portal. See Create fundraiser.

• Can Edit Fundraisers: Admins with this permission can select Edit Fundraiser from a Fundraiser page to make changes.

  Note: While editing a fundraiser, the user can see the date, time, and author of the fundraiser’s last edit.

• Can Approve Fundraiser: Admins with this permission can approve or decline fundraisers when Fundraiser Approval is enabled.

Only users with the Can Create Fundraiser permission can create fundraisers within the community. You can limit this permission to selected admins or allow all employees to create fundraisers. To manage this permission from the CSRconnect Admin Portal, see Manage roles.

Fundraising reports are located in the CSRconnect Admin Portal, Admin tools, Reporting, Standard Reports, Give.

• Peer to Peer Summary Report: Information about each fundraiser including Creator Information, Donation Totals, Donor Counts, and Charity Information.

• Peer to Peer Detail Report: Transactional data about each fundraiser including Donor Information, Creator Information, Donation Totals, Donor Counts, and Charity Information.

• Other Give reports: Fundraising donations appear in other Give reports, like the All Giving Report. Fundraising transactions can be identified by Donation Type (Peer to Peer), Donation Location (Peer to Peer), and Donation Location Name (Fundraiser Page Name).

Peer to Peer Fundraising Data Source available upon request to your Customer Success Manager.

Fundraiser creators can download a report for each fundraiser from My Fundraisers. This export includes donor information (dependent on privacy settings), donation details, and match information.