4giving

Pete

Chris

A 101 guide to fundraise and donate using the 4giving platform

Get Started 

Sign up for automatic email notifications every time a donor gives to your campaign.

How to receive notifications for donations?

Step by Step Guide to set-up your organization on the 4giving platform. Create your account and your first fundraiser...

Getting Started on the 4giving Platform

Use 4giving to create a LIVE campaign to get the word out about your cause.

Creating Fundraising Campaigns

You need to create an account on 4giving to be associated with an organization.

How to Create an Account on 4giving?

The Basics

This is a step by step guide to turning on and off the 'friendly' team fundraising option

How To: turn on/off friendly team fundraising

Step by step guide on the dashboard settings needed for a campaign admin to allow team members to self enroll

How To: configure dashboard settings for teams

This is a step-by-step guide on how and what a campaign admin needs to communicate to users to self enroll as a team member

How To: communicate to users on how to join the team

This is a step-by-step guide of the process for a user to self enroll as a team member to a campaign page

How To: how to self enroll as a team member

This is a step-by-step guide on how you can customize the button label for teams

How To: customize teams button label

This is an overview of the different settings and capabilities with team fundraising

Settings Overview: Team Fundraising

Save yourself work, give members ownership and engage donors with team member self enrollment.

Use Member Self Enrollment for Teams

Create, set up and manage a team fundraising campaign.

Team Fundraising - Overview

Team

This is a step by step guide to creating custom fields for your campaign.

How To: Create Custom Fields

Checkout options you can configure in your campaign.

Advanced Campaign Settings: Checkout

Configuring advanced features of your campaign within the 4giving system.

Advanced Campaign Settings

You always have the ability, at anytime, to change or update your campaign donation goal

How to Change or Update Donation Goal

The donation thermometer on your campaign page can easily be turned on and off

How to turn on and off the donation bar thermometer

4giving has created an option to have fees covered.

Can I ask donors to cover fees?

Settings

This is a step by step guide to duplicating or copying a campaign

How To: Copy/Duplicate a Campaign

This shows you how to see who has donated and download and export a list of your donor data, including their name, address, email, etc...

How to see, download and export donor data

4giving makes it simple and easy to enter and/or delete offline or manual donations (i.e. donation checks) to your fundraising campaign

How To: enter and/or delete offline or manual donations

Let Donors and Supporters Connect with your Organizational Mission

How to Fill Out Organizational Profile

Entering your bank account information is quick and easy to do in your dashboard