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, Fundraisers, Record a Fundraiser. The link uses the following format:

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

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

  • Charity Eligibility: You must select a list of eligible charities to use this feature. 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.

  • Disclaimer: You can save text to appear as a disclaimer when an employee records a fundraiser. 500 character maximum.

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

  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.

To access the Record a Fundraiser Report and the Record a Fundraiser Participants report, navigate to the CSRconnect Admin Portal, Report, Standard Reports, Give.