Creating a Fundraiser in Simple Raise
To create a new fundraiser in Simple Raise, select "Start New Raiser" from the Fundraisers Dashboard. This action will trigger the create fundraiser workflow.
Step 1: Select Your Fundraising Method
Choose whether you are organizing a fundraiser where donors contribute monetary donations or selling physical products or event tickets through an online store.
Looking to sell products or event tickets for your fundraiser? Discover how to create an online store here.
Step 2: Select The Goal Type
You will first be asked to select the goal type - either Team /Combined Goal or Individual/Participant Goal. These are defined as follows:
Team Oriented/Combined Goal - you set one singular goal for the fundraiser that is collectively shared by ALL of your fundraising participants. Everyone is working towards a common financial objective.
Individual Oriented/Participant Goal - you set a specific financial goal for EACH of your fundraising participants.
Managing Multiple Fundraising Organizations?
Keep in mind, if you are an Enterprise Administrator overseeing multiple Organizations in Simple Raise, you will need to select the applicable Organization from the drop down list located at the top left corner of the screen.
Step 3: Complete Fundraiser Details
Once you’ve selected your fundraising goal type, you will see a screen with entry fields for you to enter the remaining details for your fundraiser:
- Goal Amount (number in $ currency with no commas or spaces)
- Fundraiser Title / Name (letters only, CANNOT have any special characters).
- Description (there is a 154 character minimum in order to publish)
- Fundraiser Assistant - you can invite a specific helper such as a teacher, booster club volunteer, school secretary, etc. (this field is optional).
Important Note - Once you ‘name’ your fundraiser, the title CANNOT be changed. The primary reason for this technical limitation is that the title you authored is now part of the fundraiser URL that has gone out to your participants and donor contacts. If you alter, it will break the link ;)
- Invitations to Participants
- The default setting is configured to “Send Later,” meaning invitations will be automatically scheduled for delivery on the date specified under "Announce To Participants."
- You can select "Send Instantly" if you prefer invitations to be sent immediately when participants are imported or added to the fundraiser.
- Fundraiser Stages
- Announce to participants: the fundraiser will be automatically publish at 12:01am on the selected start date.
- Start Receiving donations: the fundraiser will automatically invite donor contacts, and donations will begin to be collected starting on this date.
- Stop receiving donations: fundraisers will automatically unpublish at 11:59pm on the end date
- Multimedia
- Upload a promotional banner or photo to help convey what your fundraiser is about / who its for (This is required. Formats supported: JPG, PNG, JPEG Max size: 10MB (150x60px size)
- You can upload multiple images to create a Photo Gallery display on your Fundraising Page
- Add a YouTube URL to display a video about your fundraiser. This is optional, but HIGHLY recommended to encourage donor contributions. Consider video of a performance, testimonials of your participants and previous donors, be creative!
- Review all of your entries to ensure there are no spelling errors or omissions.
- Click on the Create Fundraiser button and voila, you will see your Fundraiser Dashboard appear!
Need More Inspiration?
View our Frequently Asked Questions article.
Get more Fundraising Promotional Tips from our website.