Designated Donations for Online Giving

1
Designated Giving with Fundraising Projects

• By Kelly Gutowski

2
Project Definition

• A project in Continue to Give represents
  designated online giving, a specific fundraiser,
  or goal and each can connect to a different Chart
  of Accounts for your Accounting.
• Some examples
• General Donations
• Capital Campaign
• Tithing

3
Why Multiple Projects?

• Managing goals as projects allows administrators
  to
• Easily report and track progress of a specific
  goal while managing a central fund.
• Promote projects independently with their own
  text QR codes, photos and giving pages.
• 2. Allows donors to select which project their
  donation with benefit.

4
Church Example

• Using a church as an example, they may have
  separate goals such as
• Missionary Fundraising
• Social Event
• New Computer Equipment
• Church Tithing

5
How to Create a Project

• Step 1

• Step 2

• Step 3

• Login as Administrator

• Select Project/Events from left pane.

• Select Create New Project

6
How to Create a Project (cont.)

• Step 4
• Enter project settings and Save Changes.
• Note that these settings are specific to the
  project. Each project has a separate fund goal,
  URL, text and QR codes for promoting.
  Additionally, an account can be assigned for
  accounting purposes.

7
How to Create a Project (cont.)

• Step 5

• Step 6

• Step 7

• Dont forget to add photos. Pictures speak where
  words fail.

• And videos (if you have them).

• Promote your project. Share the project URL
  through social media, in email campaigns, and
  newsletters.

8
The Donor will have Options

• When a donor gives to your organization, they
  will have the option to select from a list of
  projects.
• The administrator can set a project inactive at
  any time under project settings, and it will drop
  off the project list the donor selects.

• On the donation page

9
Transactions by Project

• The Administrator will see the project
  designation in their list of transactions
  received.

10
Review

• The steps to managing projects
• Login as administrator.
• Select Project/Events from left pane.
• Select Create New Project.
• Enter project information, settings, and Save
• Dont forget the photos!
• Repeat for multiple projects.
• Promote projects independently through project
  page, or centrally through your organization
  page.
• Monitor your projects.

11
Additional References Links

• From our blog
• https//demo.continuetogive.com/blog/Creating-Fund
  raising-Projects.html
• Start your own fundraising project
• https//www.continuetogive.com/

HELPING PEOPLE HELP PEOPLE
12
The End

• Thank you for watching.