Peer to Peer Fundraising

This is the hub for fundraising in your community. From this page, users can create fundraisers, view featured fundraisers, and search for 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. Fundraiser creators can view summary metrics about their fundraising, edit and monitor their fundraisers, and pull exports of donation data.

Client admins can brand their Explore Fundraisers page and customize the tooltip text that appears on individual Fundraiser pages. Both of these settings are available in the CSRconnect Admin Portal. See Fundraising Design settings.

Enabling social share for your community allows your users to share fundraisers outside of your organization. These may be referred to as public fundraisers or external fundraisers.

Your employees can share fundraisers externally by using the Share This Page link or by posting to select social media platforms (Twitter, Facebook, LinkedIn). 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.

To enable social share, contact your Customer Success Manager. At least one social media platform must be selected.

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 add custom text to your Create a Fundraiser form and to the welcome modals that appear for external donors. Contact your Customer Success Manager to configure these settings.

• 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

To enable the following permissions for an admin, see Roles and permissions.

• 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.

Fundraising reports are located in the CSRconnect Admin Portal, Reports, 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.