Skip to content
MyFundCenterDocs

Run your first fundraiser

Create a fundraiser, make it look like your organization, and get it in front of donors.

Before you start

Section titled “Before you start”
  • You need a role that can manage accounts (Owner, Admin, or Finance).
  • You need at least one fundraising account. If you don’t have one yet, create it under Manage → Accounts first.
  • It helps to connect a payment provider before you start, though you can also do this later.

Steps

Section titled “Steps”
  1. Go to Fundraisers (/fundraisers) and click Create your first fundraiser, or go directly to /fundraisers/new.
  2. On the Basics step, enter a Fundraiser Name, an optional Short Description, and set the Start Date, Start Time, End Date, and End Time. Check the Timezone.
  3. On the Donations step, choose Suggested Amounts (donors pick a preset or enter their own) or Fixed Amount (everyone pays the same amount), then set your amounts and whether to allow multiple donations.
  4. On the Payment step, select a connected payment provider. If none is connected yet, you can skip this and add it later from the fundraiser’s Settings tab.
  5. On the Goal step, optionally set a Fundraising Goal and turn on Show Goal Progress to display a progress bar.
  6. Review everything on the Review & Create step, then click Create Fundraiser. New fundraisers start as a draft, so nothing is public yet.
  7. On the fundraiser’s Branding tab, set a Color, a Short Description, a Long Description, and any Rules & Terms, then click Save Branding.
  8. On the Settings tab, confirm a payment provider is attached and turn on Show on public page if you want the fundraiser listed publicly.
  9. Click Go Live at the top of the page. This requires a payment provider and both a start and end date.
  10. On the Share tab, copy the giving link with Copy link, download a Poster or Bulletin insert with a QR code, or copy the embed script or iframe for your website. These options only work once the fundraiser is live, public, and has a payment provider.
  11. Track results on the Overview tab, which shows Amount Raised, Total Donations, Paid/Pending counts, and goal progress. Click View Donations for the full donation list.

What’s next

Section titled “What’s next”