Fundraiser Management Experience in Simple Raise

Fundraisers can be managed by Organization Admins and Fundraiser Assistants, both are considered ‘user roles’ within Simple Raise. User access permissions will vary depending on the role. User access permissions will vary depending on the role. You can view a summary/chart of the User Permissions here.

Using the Fundraiser Dashboard

From the main dashboard screen, you can view all of the activity associated with your fundraiser:

Participants (defined as individuals who have not accepted their invitations or entered less than five donor contacts)
Fundraiser ($ amount processed as of the date you are viewing the dashboard as well as the $ amount you set as the total fundraising goal for the fundraiser activity)
Donor Contacts (reflects the total active and pending donor contacts invited to contribute)
Important Items (Number of participants who have not yet accepted their fundraiser invitation or added donor contacts.)
What's Next? (next step in your fundraiser timeline)

You can also view additional information from the following tabs on your dashboard table:

Goals (click to view Angel Fund and Participant individual fundraising goals)
Participant Invites (click to view Active, Pending and Invite New Participants)
Donor Invites (click to view all Donor Contacts and their associated Participants)
Participant Videos (click to view all video submissions and their approval status)
Donations (click to see a list of all donation contributions made to date with details and export reports)
Groups (click to see or create groups of participants if desired to encourage healthy competition during the fundraiser. These are specific to Simple Raise and do not affect existing Groups if you are a CutTime connected user).
Settings (click to perform additional functions such as previewing, cloning, editing, and deleting).

Important Note - you are NOT able to delete a fundraiser that is active with participants, donor contacts, and active contributions. You can modify to either shorten the end date or extend the end date for accepting donations if needed. Also keep in mind that once you ‘name’ your fundraiser, the title CANNOT be changed. The reason for this limitation is that the title is part of the fundraiser URL that has gone out to your participants and donors ;)

Recording a Manual Donation

If someone gives you a check or cash, then the Organization Administrator or Fundraising Assistant can go into the fundraiser click on Donations then Manually Record Donation:

From the Dashboard, click on the ‘Donations’ tab, and then look for and click on the ‘Manually Record Donation’ button located on the right side of your screen. You will then see a screen titled ‘Record Offline Donation’ with form fields. Enter the applicable details into the form fields. You can choose to ‘not display’ the person’s name on the fundraiser for the manual donation. Once you are finished entering the information, click on the ‘Record Donation’ button located on the right side of the screen.

Accessing the Fundraiser Reports

From the Dashboard, click on the ‘Donations’ tab, and then look for and click on the ‘Export Donations’ button located on the right side of your screen. This action will trigger a download of a .csv file with all of your donation transactions to that point in time.

The exported report file contains the following column fields:

Fundraiser Title
Amount
Donor Name
Email Address
Payment Status
Donation On Date
Stripe Payment ID
Participant Name

User Role Permissions within Simple Raise:

The table below illustrates the various permission levels for users within Simple Raise:

Permissions	Organization Owner	Organization Admin	Fundraiser Assistant	Fundraiser Participant	Fundraiser Donor Contact
	Group leader or Program Director	Program Assistant or Booster Leader	Program Assistant or Booster Volunteer / Helper	Students / Program Members	Parents-Guardians, Family Members, Friends, Neighbors, Community
	Single person	Multiple people	Single person	Multiple	Multiple
Edit Organization	✅	❌	❌	❌	❌
add/delete Organization Admin	✅	❌	❌	❌	❌
Create Fundraiser	✅	✅	❌	❌	❌
View Fundraisers	All in Organization	All in Organization	Only ones they are a part of	Only ones they are a participant of	N/A
Edit Fundraiser	✅	✅	✅	❌	❌
Monitor Fundraiser	✅	✅	✅	✅	❌
Request Payment	✅	❌	❌	❌	❌
Create Groups	✅	✅	✅	❌	❌
Add Donor Contacts	✅	✅	✅	✅	❌
Share Donor Link	✅	✅	✅	✅	✅

Important Note for CutTime Connected Users - User Permission settings in CutTime are NOT automatically applied to your Fundraising Assistants in Simple Raise. The Organization Administrator will need to manually assign Simple Raise specific user permissions to each Fundraising Assistant per the table above.

Fees with using Simple Raise

Exciting news! Simple Raise is now working for tips! This means that YOU and your program can relish the freedom from fees! We are eliminating the 10% platform fee, and we will also cover the 3.5% convenience fee that is assessed by our payment processor when a donation is made to your fundraisers, or when a product or event tickets are purchased. Your donors will have the option to add an extra tip at checkout to support the upkeep of our platform in addition to their donation to your program.