Presentation Description

Manage multiple fundraisers under one login by configuring designated giving projects in Continue to Give.


Presentation Transcript

Designated Giving with Fundraising Projects :

Designated Giving with Fundraising Projects By Kelly Gutowski

Project Definition:

Project Definition A project in Continue to Give represents designated online giving , a specific fundrais er, or goal and each can connect to a different Chart of Accounts for your Accounting . Some examples: General Donations Capital Campaign Tithing

Why Multiple Projects?:

Why Multiple Projects? Fund Project 1 Project 2 Project 3 Project 4 Managing goals as projects allows administrators to: Easily report and track progress of a specific goal while managing a central fund. Promote projects independently with their own text & QR codes, photos and giving pages. 2. Allows donors to select which project their donation with benefit.

Church Example:

Church Example Fund Mission 1 Event 2 Equip-ment 3 Tithing 4 Using a church as an example, they may have separate goals such as: Missionary Fundraising Social Event New Computer Equipment Church Tithing

How to Create a Project:

How to Create a Project Step 1: Login as Administrator Step 2: Select Project/Events from left pane. Step 3: Select Create New Project

How to Create a Project (cont.):

How to Create a Project (cont.) Step 4: Enter project settings and Save Changes . Note that these settings are specific to the project. Each project has a separate fund goal, URL, text and QR codes for promoting. Additionally, an account can be assigned for accounting purposes.

How to Create a Project (cont.):

How to Create a Project (cont.) Step 5: Don’t forget to add photos. Pictures speak where words fail. Step 6: And videos (if you have them). Step 7: Promote your project. Share the project URL through social media, in email campaigns, and newsletters.

The Donor will have Options:

The Donor will have Options When a donor gives to your organization, they will have the option to select from a list of projects. The administrator can set a project inactive at any time under project settings, and it will drop off the project list the donor selects. On the donation page…

Transactions by Project:

Transactions by Project The Administrator will see the project designation in their list of transactions received.


Review The steps to managing projects: Login as administrator. Select Project/Events from left pane. Select Create New Project . Enter project information, settings, and Save Don’t forget the photos! Repeat for multiple projects. Promote projects independently through project page, or centrally through your organization page. Monitor your projects.

Additional References & Links:

Additional References & Links From our blog: Start your own fundraising project: HELPING PEOPLE HELP PEOPLE

The End:

The End Thank you for watching.

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