Donation Campaigns

Cartoon example of an EOY campaign and a Giving Tuesday campaign with different forms and permissions.

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Create donation campaigns to manage all the permissions, configurations, and data related to a goal (e.g., End of Year Giving or New Annex Building Funds). Configure campaign attributes to set default values for associated donation forms.

Attributes are set during campaign creation and can be edited at any time.

  • Name - An internal name used for finding and sorting the campaigns in the list, queries, and reports.

  • Description - An internal summary of the campaign for the benefit of campaign administrators.

  • Security category - Set permission settings for the campaign and campaign objects. See Managing Security to learn more.

  • Type - A value used to group, filter, and sort campaigns in the list, queries, and reports.

  • Merchant account - A set of payment processing configurations. See Payment Processing for more information.

  • Goal - Set a fundraising goal for the campaign.

  • Maximum Donor Amount - If your fundraiser is subject to legal limitations (e.g., political campaigns) you may set a maximum value for single donations. If a donor enters too large an amount, a message prompts the donor to enter a lesser amount up to the maximum amount.

  • Group - Automatically assign donors to a new or existing constituent group for email and reporting purposes.

  • Large gift notification - Automatically notify specified stakeholders when donors give single donations above a specified amount.

  • Large gift group - Automatically assign donors giving above a specified amount to a new or existing constituent group for email and reporting purposes.

  • Stakeholder notifications - Set automatic notifications to specified stakeholders when donation conditions are met (e.g., tributes, upsells or premiums, memberships, etc.,).