Closing a Fundraiser in SimpleRaise
Table of Contents
Request A Payout for Remaining Funds
When a fundraiser reaches its end date for accepting donations, it will be unpublished and marked as ‘closed’ in your Campaigns Page under the Archived Tab. Organization Administrators and Fundraising Assistants can both view the results of the fundraiser.
Request A Payout for Remaining Funds
To confirm whether you need to request a payout for any remaining funds, navigate to the Transactions Page > Payouts tab in your fundraiser dashboard. A dollar amount displayed in the green 'Available for Payout' indicator at the top of your screen means a payout is available.
For detailed instructions on how to initiate a payout, please refer to the article Initiating a Payout in SimpleRaise.
Customers can now set up their payouts through Stripe Connect, providing a faster and more streamlined payout experience!
For new customers, an automated prompt will guide them through the setup process.
Existing customers who were using SimpleRaise prior to this update will need to contact Support so we can enable the Stripe Connect payout setup option in their account settings. From there you will see the prompt as a banner in the bottom of your screen. Follow the steps in the prompt to get your Stripe Connect account setup
NOTE: Stripe Connect in SimpleRaise is separate from your CutTime account (if you have a Stripe Connect Account setup). You will need to set this up in SimpleRaise to receive your payouts through Stripe.
Payouts can be requested once every seven days throughout the duration of the fundraiser.
Generate Final Reports
You can review the Fundraiser Orders from the Transactions Page > Orders tab and export them to manually review the funds collected and either assign them individually or to specific budget line items for your organization.
If you are a CutTime connected user, then SimpleRaise will provide automatic entries back via a bulk credit to your program’s Financial Dashboard, which will be further applied towards individual student account balance statements and/or your Program’s Angel Fund depending on the fundraising goal type and goal amounts you set.
You’ll see the credits appear in your account as soon as the payout is marked “Paid.”
Archiving Participants
Should you need to archive a Participant or to change them from being an Active Participant to a Supporter/Donor (for instance, recent graduates who would now be considered alumni), you can mark them accordingly.