Fundraisers

To help manage your organization's relationships with its constituents, you may use fundraisers or constituents who interact with other constituents and prospects on behalf of your organization, to cultivate relationships and solicit giving. For example:

Staff members — such as Major Gift Officers — may be responsible for sizable gifts from wealthy constituents and prospects.
Volunteers and committee members may spend time to build constituent relationships and ask specific donors for gifts.
Board members, trustees, or executives who have been with your organization for an extended period may personally know constituents and be able to secure giving.
Donors, who may solicit gifts from friends and family on behalf of your organization. For information, see Peer-to-Peer Fundraising.

Add a fundraiser

Adding a fundraiser requires two separate actions that must be performed in the following order:

If the individual is not in your constituent list, add them as a constituent.

Add an individual constituent.

Note: Admins! To manage who can use this feature, assign record security privileges in the database view from Admin, Security.

From Home, select Add constituent, Individual.
Under Add individual, provide biographical information, such as the individual’s name and birthdate.
To save an address, select Add address under Address. For more information, see Addresses.
To save a phone number, select Add phone number under Phone. For more information, see Phone Numbers.
To save an email address, select Add email address under Email. For more information, see Email Addresses.
To save online presence information — such as the individual’s website or Facebook account — select Add account under Online presence. For more information, see Online Presence.
To select how the individual is affiliated with your organization, select Add a constituent code under Constituent codes. For more information, see Constituent Codes.
Choose how the individual’s name should appear in mail and email interactions.
- In the Addressee field, choose the name format to use with a mailing address, such as on envelopes or mailing labels.
- In the Salutation field, choose the name format to use as a greeting.
  
  Note: The preview of formats that appears when you select the Addressee and Salutation fields includes indicators for conditional ↵* and hard line break ↵ options.
To define a new format specific to this individual, select Custom and enter the addressee or salutation to use. For more information, see Name Formats.
If Possible duplicates found appears, select it and review the list. To use an existing record rather than add a new one, select the individual’s name. For more information, see Duplicate Constituent Records.
Select Save.

Tip: Don’t see this option? Contact your system admin for rights to make this type of change.

Make the constituent a fundraiser.

To enable someone to manage relationships with constituents or related actions or opportunities and view their assignments in Work Center, they must be a fundraiser. To make a constituent a fundraiser, select Mark as, Fundraiser on their record, choose their user name, and select Save.

Note: When you mark a constituent as a fundraiser in the web view, the program automatically selects Is a solicitor on their record in the database view and links them to their user record.

For more information on viewing and assigning fundraisers, see Fundraiser Assignments.

Stop fundraiser assignments

To prevent a constituent from receiving new relationships or other assignments, system admins can remove them as a fundraiser. To do so, select Stop assignments on their record and then again on the confirmation message.

Tip: Before you stop assignments for a fundraiser, first reassign their work as they'll still appear on any current assignments but won't be available in Work Center.

Note: When you select Stop assignments in the web view, the program automatically clears Is a solicitor on their record in the database view and removes the link to their user record.

Tip: To learn more, take the Basics of Fundraising online training class from our Basics of Raiser’s Edge Learning Path.