Financials Module: Equal Distribution Fundraiser

How to Set Up an Equal Distribution 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:
  8. Select the All students earn equal amounts box
    1. *Note: If Students are earning equal Amounts, the Total Earned will populate in this Campaign once it has been created. This will allow the Admin to Update this Campaign later, when they are ready to enter the true Amount Earned at the end of the Fundraiser
  9. Click "Save"
  10. Once it has been created, scroll down to the Campaign and click "Update"
  11. From here you can Add your Members by clicking "Assign to members"
  12. Use the filter system to find and Select your Members
  13. 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 Equally Distribute Funds Earned to All Members Assigned

Now that you've Added your Members to this Campaign, we can log any Funds Earned through this Campaign

  1. Click "Update" next to the Campaign
  2. In the Total earned box enter the Total Amount Earned during the lifetime of this Campaign (Ex. $1000)
  3. In the Amount to member box enter the $ Amount that each Member should be Earning (Ex. $100/person)
    1. *Note: If you keep this box blank but fill in the Total earned, the system will assume that Members will not have Funds Distributed to them. Therefore, unless you aren't planning on actually Distributing Funds, make sure to fill this out.
  4. Click "Save"
  5. Go to the yellow "Earnings" button for this Campaign
  6. Click "Distribution mode"
  7. Check all or individual boxes of Members
  8. Click "Distribute" 
  9. Confirm that you want to add these Earnings as lines of Credits for these Members by clicking "OK"
  10. You will then see the Amount distributed column update to display the amount Distributed
  11. As well as a new line of Credit logged in this Member's Credits on their Ledger Details Page
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.