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A 101 guide to fundraise and donate using the 4giving platform
22 articles in this collection
Written by
Pete
and
Jim
The Basics
How to receive notifications for donations?
Sign up for automatic email notifications every time a donor gives to your campaign.
Written by
Pete
Updated over a week ago
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...
Written by
Pete
Updated over a week ago
Creating Fundraising Campaigns
Use 4giving to create a LIVE campaign to get the word out about your cause.
Written by
Jim
Updated over a week ago
How to Create an Account on 4giving?
You need to create an account on 4giving to be associated with an organization.
Written by
Pete
Updated over a week ago
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
Written by
Pete
Updated over a week ago
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
Written by
Pete
Updated over a week ago
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
Written by
Pete
Updated over a week ago
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
Written by
Pete
Updated over a week ago
How To: customize teams button label
This is a step-by-step guide on how you can customize the button label for teams
Written by
Pete
Updated over a week ago
Settings Overview: Team Fundraising
This is an overview of the different settings and capabilities with team fundraising
Written by
Pete
Updated over a week ago
Use Member Self Enrollment for Teams
Save yourself work, give members ownership and engage donors with team member self enrollment.
Written by
Jim
Updated over a week ago
Team Fundraising - Overview
Create, set up and manage a team fundraising campaign.
Written by
Jim
Updated over a week ago
Settings
How To: Create Custom Fields
This is a step by step guide to creating custom fields for your campaign.
Written by
Pete
Updated over a week ago
Advanced Campaign Settings: Checkout
Checkout options you can configure in your campaign.
Written by
Pete
Updated over a week ago
Advanced Campaign Settings
Configuring advanced features of your campaign within the 4giving system.
Written by
Pete
Updated over a week ago
How to Change or Update Donation Goal
You always have the ability, at anytime, to change or update your campaign donation goal
Written by
Pete
Updated over a week ago
How to turn on and off the donation bar thermometer
The donation thermometer on your campaign page can easily be turned on and off
Written by
Pete
Updated over a week ago
Dashboard
How To: Copy/Duplicate a Campaign
This is a step by step guide to duplicating or copying a campaign
Written by
Pete
Updated over a week ago
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...
Written by
Pete
Updated over a week ago
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
Written by
Pete
Updated over a week ago
How to Fill Out Organizational Profile
Let Donors and Supporters Connect with your Organizational Mission
Written by
Pete
Updated over a week ago
How to add bank account information
Entering your bank account information is quick and easy to do in your dashboard
Written by
Pete
Updated over a week ago