1. Leader Enrollment

    Have the organization’s leader enroll as a free member in

    Make sure they activate their account.

  2. Decision Committee Introduction

    Introduce to your decision committee

    Check your reports to confirm they joined under the leader account.

  3. Organization Enrollment

    Enroll the organization’s leader account as the Fundraiser.

  4. Make an Announcement

    Now that your organization is enrolled as a Fundraiser, it’s time to announce the big news to your contacts. This email/letter should:

    For inspiration, here are a few sample announcement messages:

  5. Get Started with Staff and Volunteers

    After your announcement, it’s time to introduce to your staff and volunteers. We recommend you:

  6. Continue the Message

    It’s important to give everyone in your organization a free membership by uploading your member list. Then, send an announcement to them as the first step in your campaign plan. This will primarily be an e-mail campaign.

    To get you started, check out a sample campaign plan. This gives you a great idea of what this program can do for your organization.

    Be sure to consider the other outreach avenues your organization is involved in, and add this program to those as well, including:

    • Website

    • Social Media

    • Newsletters

    • Registration Forms

    • Flyers or Brochures

    • Hosted Events

    Uploading Your List

    A tool is provided on your list of Fundraiser Tools that is labeled "Member Upload" which provides the mechanism for transferring your list. There are specific requirements which are laid out in the Member List Import details.

  7. Share Your Results

    Finally, be sure to share your results with your members, as this will keep them engaged and informed. Relaying positive feedback or testimonials to the rest of your team will also strengthen your organization and help lead you to your fundraising goal.

    Here’s a sample letter that can be sent to your supporters and sharing testimonials with other members.

    Want more info? Check out our Frequently Asked Questions page.

    Good luck, and welcome to a new world of fundraising success!