Fundraiser campaigns provide powerful opportunities for individuals, local businesses, and community organizations to contribute and support meaningful initiatives. Below, we’ll walk you through the steps to set up your campaign and start engaging your community.
Steps for Creating a Fundraiser Campaign:
1. Select Create Campaign
In your Campaigns Tab select the blue Create Campaign button in the upper right corner of your screen. Select the Fundraiser option to start from scratch or search/choose a specific Fundraiser Program Template.
2. Enter Campaign Overview Information
Title:
Use this field to give your Fundraiser Campaign a clear, descriptive name — for example, “Baseball Improvement Fundraiser” or “New Splash Pad Fundraiser” Choose a title that clearly reflects the type of fundraising initiative and its purpose.
Description:
In this section, describe the purpose and goals of your Fundraiser Campaign. Explain how contributions will make an impact, what community or organizational initiatives they support, and why individuals, businesses, or groups should participate. This is your opportunity to showcase the value of giving and inspire donors to get involved.
Add Guidelines:
Outline any program guidelines such as donation tiers, perks or recognition for contributors, eligibility criteria, or timelines for participation. Clear guidelines help set expectations, ensure transparency, and make the process simple for participants. This section can also remain blank if not needed.
Add Dates:
If your fundraiser runs on a specific timeline, use this section to include important dates — such as campaign start and end dates, deadlines for contributions, or special recognition events. You can also leave these fields blank for ongoing campaigns.
Campaign Map:
This feature is typically not enabled for fundraiser campaigns, as there are no physical items to display on a map. However, if your campaign involves specific locations or events, you can enable it to help participants visualize the campaign and see where their contributions are making a difference.
3. Add Photos & Documents
Add high-quality photos to your Fundraiser Campaign and any supporting campaign documents. Below are a few ideas for the types of photos and documents to include:
- Photos from previous fundraisers or events
- Themed images that reflect your campaign’s mission or cause
- Photos of items, activities, or experiences that contributors will support or benefit from
4. Choose Who Should Receive Notifications
When creating a campaign, you must have a notification recipient. The notification recipient is the designated person who will automatically receive email alerts when someone participates in the campaign. To learn more about managing notifications, click here.
5. Enter Settings Information
Select Disbursement Account:
Select the disbursement account to indicate where collected funds should be routed. This ensures the SeeMyLegacy Finance team deposits campaign contributions into the correct account.
Generate Tax Receipt:
The generate tax receipt option will determine if a participant receives a tax receipt automatically upon purchase. If enabled, the email will automatically be sent. If it's not enabled, the email will not send. Click here to view an example of a tax receipt.
Note: All contributions to cities + non profits are tax deductible if for the public benefit. Supporting article for reference.
Generate Public Recognition Cards:
Enable this option to automatically if you would like public recognition cards for each donation. These cards will appear publicly, allowing contributors to be recognized for their support. This option can also be turned off.
Campaign Visibility:
Use this setting to control who can view your campaign:
-
Private:
Keeps your campaign hidden from the public. -
Public:
Makes your campaign visible and accessible to your community.
6. Add Donation Options
Add, edit, sort, or remove Donation Options to keep your offerings current and organized
Add Donation Options:
Easily add new sponsorship options to your program by selecting the “Add Donation Option” button. Need more guidance? Click here for the complete guide for step-by-step instructions.
Once your Donation Options are added, you can sort, edit, or remove them at any time to keep your list organized and up to date.
7. Save and Create Your Fundraiser Program
Once you have filled in all of your program details, create your Fundraiser Program by hitting Save. After saving you can review your new Fundraiser Program or go back to the Campaigns Tab.
Fundraiser Examples
Explore our template library filled with inspiring fundraiser campaign examples—click here to browse and find the perfect fit for your needs!