Get Started | 4giving Fundraising: Help

The Basics

How to receive notifications for donations?

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

Getting Started on the 4giving Platform

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

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Creating Fundraising Campaigns

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

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How to Create an Account on 4giving?

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

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Team

How To: turn on/off friendly team fundraising

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

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How To: configure dashboard settings for teams

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

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

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

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How To: how to self enroll as a team member

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

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How To: customize teams button label

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

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Settings Overview: Team Fundraising

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

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Use Member Self Enrollment for Teams

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

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Team Fundraising - Overview

Create, set up and manage a team fundraising campaign.

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Settings

How To: Create Custom Fields

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

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Advanced Campaign Settings: Checkout

Checkout options you can configure in your campaign.

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Advanced Campaign Settings

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

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How to Change or Update Donation Goal

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

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How to turn on and off the donation bar thermometer

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

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Dashboard

How To: Copy/Duplicate a Campaign

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

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How to see, download and export donor data

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...

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

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

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How to Fill Out Organizational Profile

Let Donors and Supporters Connect with your Organizational Mission

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How to add bank account information

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

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