Get Started

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

22 articles in this collection
Written by Pete, Jim, and Cory

The Basics

How to receive notifications for donations?

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

Written by Cory
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 Cory
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 Cory
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 Cory
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 Cory
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 Cory
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 Cory
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 Cory
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 Cory
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 Cory
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 Cory
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 Cory
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 Cory
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 Cory
Updated over a week ago

How to Fill Out Organizational Profile

Let Donors and Supporters Connect with your Organizational Mission

Written by Cory
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 Cory
Updated over a week ago