Adding/Editing a Fundraising Campaign

Campaign Profile

A Campaign is a fundraising effort designed to raise a specified sum of money within a defined time period. 

Left-hand Navigation: Fundraising » All Campaigns » Add

Adding a Campaign 

1. Under All Campaigns click "Add" in the upper right corner
2. Fill out all applicable fields (bolded are required):
   • Name - full name of the Campaign 
   • Select Merchant - Who will process the payments 
   • Campaign Type - added at conversion or upon request  
     • Common types are Annual and Capital
     • Others could be Major Gifts campaign or Endowment campaign 
   • Title 1 - This is available if you have a sub-title for your campaign 
   • Title 2 - This is available if you have a second sub-title for your campaign
   • Organization Name - This is where you list the beneficiary of the campaign. 
   • Description - Describe your campaign 
   • Manager - Campaign Manager or Board Volunteer in charge of the campaign 
   • Goal - What is the financial goal of this campaign
   • Start - When will the fundraising effort start
   • End - When will you conclude active fundraising 
   • Default Fund - Main fund where money will go 
   • Count in Cumulative Giving - Establish if gifts will be counted in Cumulative Giving totals. 
   • Count in Annual Giving - Establish if gifts will be counted in Annual Giving totals. 
   • Notes  
   • Active – Yes/No

Donation Processing Details 

Activate this section if you will process Pledge Reminders and Thank You letters.

• Process Pledge Reminders – Elect whether to process Pledge Reminders for this campaign.  
• Process Pledge Reminders On – Select the monthly day you wish for the reminders to populate. 
• Pledge Reminder Message – Add your Pledge Reminder Message here. 
• Statement Names – Create a Statement Name
• Statement Address – Where will the statement be sent from 
• Payment Options – What payment options will you have for the campaign? Include them within the statement for the donor. 
• Process Thank You Letters – Elect whether to process Thank You letters for the campaign. T.Y. letters are tied to the payment and will post at midnight following gift entry. These letters will be available for review and printing in the Print Queue. 
• Default Thank You Letter – After adding Thank You letters via the configuration tab; you can edit the campaign and select the letter that should automatically default during pledge entry. This default is optional. 

Contact on Statement 

Information on statements sent to donors for them to reach out and ask questions.

• Make Checks Payable To – Who should donors make checks out to? 
• Contact Name – Name of staff whose attention the statement should be directed. This is the person who will receive and/or process checks. 
• Contact Title – Title of staff that will receive and process checks. 
• Contact Phone – Phone number of the staff member who can answer questions about campaign donations. 
• Contact Email – Email address of that staff member. 

Editing a Campaign 

Fundraising » All Campaigns » select desired Campaign » Profile » Edit

You can update any information for the campaign here. 

Inactivating a Campaign 

Fundraising » All Campaigns » select desired Campaign » Profile » Edit » "Active" = No » Submit

If a campaign is finished and no more fundraising will be done, it can be marked Inactive. 

Delete a Campaign 

Fundraising » All Campaigns » select desired Campaign » click "Delete"

Delete a campaign if it was entered in error and no donations are tied to it.