Financials Module: Basic Fundraiser Guide

How to Set Up and Manage a Basic Fundraiser

  1. Go to the Financials Module: Fundraising Page
  2. Click the "Create new campaign" button
    1. *Note: If you need to set up a Campaign for next year, choose the next Academic Year in the dropdown menu.
  3. Enter the Name and Description
  4. Attach and Documents applicable
  5. Choose a Start and End Date
  6. Select the Fundraiser Type for Basic fundraiser
  7. Designate the Amount to member:
    1. If there is a specific $ Amount
    2. Or Percentage
  8. Click "Save"
  9. Once it has been created, scroll down to the Campaign and click "Update"
  10. From here you can Add your Members by clicking "Assign to members"
  11. Use the filter system to find and Select your Members
  12. Click "Add all" or "Add" individually. They will then appear on the left hand side
    1. *Note: Members who have just been Added will have $0.00 listed. As earnings are Logged and Distributed, this number will adjust.

How to Track the Earnings on a Basic Fundraiser

  1. Click the "Earnings" button next to the desired Campaign
  2. Next to the Member's Name, enter the Money Collected
  3. Click "Save update"
  4. Depending on how you set up this Campaign, the numbers will be calculated accordingly at the top:
    1. Total Collected - the total Amount put into these Earnings over time
    2. Member Earned - what the Member truly earned (Ex. If this campaign is set for %60 going towards the Member, then $100 entered into Add money collected would by $60 in Member Earned)
    3. Remainder - what was left over (If we're still using the example above, this Remainder would be $40)
    4. Amount distributed - what will be listed in total in the Member's Credit Balance
  5. Click "Distributions mode"
  6. Check All or Individual Names
  7. Click "Distribute"
  8. Click "OK" to confirm that you're ready to give out these Credits
  9. You will then see the Amount distributed column update to display the amount Distributed
  10. As well as a new line of Credit logged in this Member's Credits on their Ledger Details Page
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