Basic Info: Step 1
To create your fundraising campaign, go to https://www.givesignup.org/FundraisingCampaign/New....
Begin by entering your nonprofit's name, the contact email for the campaign, and a name for the campaign (e.g., Support the Whales or Capital Campaign).
Next, add a goal. If you select Show goal progress on campaign page, then your goal will show in a thermometer on the campaign page.
Finally, add a campaign message. This is a description of your campaign to show on the campaign page. You will be able to edit all these settings later.
Fundraising Customization: Step 2
On Step 2, select whether you'd like fundraisers to last a set number of days or if you'd like your supporters to set their own end dates. If you select the second option, your supporters will have control over the length of their fundraiser.
Next, enter a default goal for individual fundraisers. They will be able to change this if they want to. Finally, enter a default message to show on fundraisers' pages.
Donation Customization: Step 3
The Donation Message on Step 3 auto-pulls the campaign message you already set up in step 1. If you'd like, you can edit it here. You also have 4 default donation levels. You can change the amounts on those or give them titles if you'd like.
Branding: Step 4
Next, in Step 4, you can upload a logo and select or add a color scheme.
Note: Round or square logos that are about 300x300 pixels display best.
Payment: Step 5
Step 5 is where you will add or create a GiveSignup | RunSignup payment account. If you have a payment account on RunSignup or GiveSignup already, you will be able to link the same one by selecting it from the dropdown.
Choose whether you would like to absorb the processing fee, pass it on to donors, or split it. If you choose to absorb it, you can also allow donors to opt to cover the fee.
Nest, select a Payment Account. It must be a 501(c)3 account. If you haven't set one up yet, you can follow the click here link to create one. Instructions for setting up a new payment account on GiveSignup are here.
If you'd prefer, you can use Set Up Later to invite someone else from your organization to set up or add the payment account. Test Mode will allow you to keep customizing the campaign before you set up payments.
Note: If you have used RunSignup or GiveSignup before and your organization has a payment account already, but it isn't showing in the payment account dropdown, you are likely not an owner of that payment account. You can either set up a new one or contact the person at your organization who has control of the existing payment account (often a financial officer, CFO, or treasurer).
The Dynamic Descriptor fields allow you to customize the way donations appear on a credit card statement. The text you enter in the box is the text that shows up next to a donation on a credit card or bank statement.
Finish: Step 6
On Step 6, you're all done! You can view your campaign dashboard or go to your fundraising campaign.