Record a Fundraiser

Record a Fundraiser is a simple, behind-the-scenes feature that allows clients to collect data from employees about fundraisers they coordinate outside of CSRconnect.

For example, an employee may coordinate a fundraiser for the local food bank and collect $5 from everyone in the office. You may not have a list of employees that participated, but you do want to know how much money was collected and the charity that was supported.

You and your employees access Record a Fundraiser through a direct link. You can include this link in an Engagement Element or you can send the link only to relevant employees as needed.

You can copy the Record a Fundraiser link from CSRconnect Admin Portal, Community setup, Fundraising, Record Fundraisers. The link uses the following format:

  • https://clientname.yourcause.com/home#/myrecordfundraiser

See Record a Fundraiser settings to configure this feature.

Record a New Fundraiser

  1. Go to your community's Record a Fundraiser page.

  2. Select Record a New Fundraiser.

  3. Under Record this Fundraiser under the name, your email will appear by default.

    • If you are recording a fundraiser on behalf of another employee, select Change to search for and select the desired employee.

  4. Select Search for Charity to select the organization.

  5. Enter the Donation Amount and Date of Fundraiser.

    Note: The Donation Amount field uses the organization's local currency.

  6. Enter a Title and Description for this fundraiser.

  7. Optionally, you can upload a list of participating employees if you have that information.

    Note: Participation in this fundraiser appears in reporting for the Record a Fundraiser feature, but it will not appear in each employee's My Giving history unless the employee has logged this as an offline donation.

  8. Select Confirm Fundraiser to submit.

View Your Recorded Rundraisers

Your previous recorded fundraisers display on the Record a Fundraiser page.

Note: If you recorded a fundraiser under another employee's name, that fundraiser will still display on your Record a Fundraiser page. The other employee will appear on reporting, but will not see this fundraiser on their Record a Fundraiser page.

To edit a recorded fundraiser, select View/Edit under Actions.