Getting Started - Detailed Checklist

What you need to get started…

To set up your organization settings in Configuration:

1. Electronic Payments (Payment Gateway such as: PayPal, IATS)

• Do you want to include card security number and/or CAPTCHA (word verification) security features on your payment gateway?
• What credit cards does your payment gateway accept?
• In what currency will you be processing transactions?

2. Tax Receipting

• Do you want to use a tax receipt number prefix and/or suffix (to differentiate receipts generated by our system from others your organization will generate)?
• Is there a minimum amount you’d like to set to automatically issue a tax receipt?
• What block of numbers would you like to issue the receipts from? (these will be the numbers the receipts will be generated from, for example 1-5000)
• Charitable registration number
• Address of organization
• Logo for tax receipt template
• Electronic version of a signature for tax receipt template
• Brief message to donor included on tax receipt

3. Title Setting

• Any titles that you would like to include in your contact pages (ex: Mr. Mrs. Miss)

4. Monthly Donations – do you want to give your donors the option to sign up for Monthly Donations? If yes:

• What day of the month would you like to process your monthly donations (1st, 15th, or the 28th), or would you like to give donors the option to choose the processing day?
• Will you give donors installment options for their donation (ie: 12, 24, 36, being one, two, and three years). You can have up to three selections, or allow the donor to enter the number of installments. The alternative is having the plan continue until the donor requests it to be cancelled
• Who at your organization will administer the monthly donors – have an email address handy

5. Privacy Policy -Please have this handy. This will be made available on each event or page. If you do not have a privacy policy you may use the one automatically provided.

To set up your first event using the Event/Campaign Type:

1. Event Name, event date(s), and registration dates, fundraising goal (if applicable)

2. Locations: Are you using Multiple Locations?

3. Registration Types:

• Are you allowing your participants to register as individuals and create/join teams?
• Are you using any registration fees?
• What description (if any) would you like to include for each type?

4. Are you using a waiver for your event? Participants will have to agree to this before continuing through the registration process. *Note: there is no electronic signature option available

5. Are you going to make a pledge form available for registrants collecting cash and cheque donations? You can upload your own or use our template.

6. Are there any survey questions you’d like to ask your participants, donors, or both?

7. Will you be incorporating a top fundraiser scoreboard, donor listing, thermometer, social media features (facebook, twitter) and google analytics to your event?

8. Do you want to make an e-card available for participants to thank their sponsors?

9. Emails: Please have the following email content handy/in mind (we have default content, though you may want to customize it):

• Registration Confirmation Email Content
• Donation Thank You Email Content
• Tax Receipt Email Content
• Get Sponsors Email Content (This is the email that will be sent out by your participants, asking their friends and family for sponsorship).

Note: There are many more system emails, but these are the most commonly customized ones.

10. Will you be adding any particular content to the home page?

11. Images to use in the participant Media Player – these can include logos, images from past events, as well as a fundraising message that will apply to the registrants personal fundraising page. (Ex: Please help me support…)

12. What fonts (style, size, etc), as well as background colours would you like to use?

To set up your first event using the Direct Donation Form:

1. Event Name and Fundraising Goal (if applicable)

2. Are there any survey questions you’d like to ask your donors?

3.  Do you want to make an e-card available for donors to send to others?

4. Emails: Please have the following email content handy/in mind (we have default content, though you may want to customize it):

• Donation Thank You Email
• Tax Receipt Email

5. Would you like to use Suggested Giving Amounts? For example, having pre-defined donation amounts that can be selected. If so, what donation amounts would you like to use? Note: The donor will still be given the option to enter a different amount in the ‘Other’ field

To set up your first event using the Tribute Form:

1. Event Name and Fundraising Goal (if applicable)

2. Are there any survey questions you’d like to ask your donors?

3. Would you like to make E-Cards and Print Cards available for donors: Please have images and messages for ready for these. Note: You can use the same images and messages for both types of In Memory or In Honour cards, and you can create more than one available template for each type.

4. Emails: Please have the following email content handy/in mind (we have default content, though you may want to customize it):

• Donation Thank you Email
• Tax Receipt Email Content
• In Memory Print Card; In Memory E-Card
• In Honour Print Card; In Honour E-Card

5. Would you like to use Suggested Giving Amounts? For example, having pre-defined donation amounts that can be selected. If so, what donation amounts would you like to use? Note: The donor will still be given the option to enter a different amount in the ‘Other’ field

To set up your first event using the Purchase Item Form:

1. Event Name and Fundraising Goal (if applicable)

2. Purchase Items: Please have the name, description, price, and tax receiptable (if applicable) amount ready for each item you would like to sell.

3. Are there any survey questions you’d like to ask your donors, purchasers, or both?

4. Emails: Please have the following email content handy/in mind (we have default content, though you may want to customize it):

• Donation Thank you Email
• Tax Receipt Email Content
• Purchase Confirmation Email