Starting a Campaign
Community Giving Campaigns allow families, friends, relatives, and colleagues to collaborate on giving while maximizing tax benefits and impact. Campaigns enable users to invite their community to join in their mission to raise funds for a specific charity. Contributors benefit from automated tax receipts sent directly to their email address.
There are 4 entry points into Starting a Giving Campaign:
Expanding out the Give button from your homepage:
Clicking Start a Campaign from a charity detail page:
One the homepage, scroll down to the campaign card and click Start a Campaign:
Click on Start a Campaign from the My Campaign Dashboard page:
Creating a Community Giving Campaign
After selecting one of the four entries into creating a Campaign, you are presented with the Campaign Creation form:
Begin by giving your campaign a name and designating a beneficiary charity if not already populated (depends on how you entered the campaign).
There are two options for uploading images to your Campaign:
Cover Photo: recommended dimensions of 1000x600
Profile Photo: recommended dimensions of 200x200
After uploading your campaign images, set a campaign goal for the amount you wish to raise and select a start date & end date for the campaign.
Give your campaign a mission statement if you wish to provide more details around the cause and reason you're raising funds.
Note: at the bottom of the page, you have the option to End the Campaign when the goal is reached or when a specific end date has been reached. You also have the option to end the campaign early at any point through the Edit campaign button.
As you're filling out these steps, the right pane allows for a Desktop or Mobile preview of what your campaign will look like on the respective interfaces.
Congrats! You've just completed the creation of a Community Giving Campaign.
My Campaign Dashboard
To view all your past, present, and future Community Giving Campaigns in one place, we've introduced the Campaign Dashboard page, which can be accessed by clicking on "My Giving Campaigns" from the homepage campaign card:
Atop the page are aggregated metrics for Active and Completed campaigns, including the aggregated amount raised and the number of participating donors.
There are four tabs that hold Active, Pending (scheduled), Completed, and Canceled campaigns.
After creating a campaign, it will automatically populate on the Active campaign tab.
Pending campaigns are those scheduled to deploy at a future date.
Completed campaigns ended due to reaching the goal, hitting the end date, or manually ended early by the campaign creator.
Canceled campaigns are those that were created but in the pending state, which were then canceled by the creator before every commencing.
Editing Live Campaigns
After setting a campaign live, returning to the Campaign landing page will allow you to make edits if needed or enabling you to copy the link and share with your community as you see fit.
When navigating to a campaign page as the creator, you will see an "Edit" link in the top right corner that allows you to make adjustments after the campaign has already been created.
While you cannot edit the designated charity for the campaign or the start date, you can make adjustments to the Campaign:
Name
Cover Photo
Profile Photo
End Date
Mission Statement
Completion Options
You can also end a campaign early by clicking on the campaign, then selecting "Edit" in the top right corner. Scroll all the way down and click "End Campaign" to complete the process
Once ended, the campaign will show up in the Completed tab.
If you would like to duplicate and relaunch a campaign that has already completed, navigate to the campaign and click the "Duplicate & Relaunch" button in the bottom left of the page.
This will relaunch the campaign creation form and pre-fill it with all the same details of the existing campaign you are duplicating.
Share Your Giving Campaign With Your Network
Navigate to the campaign landing page and click the "Share" link in the top right corner of the page. This will copy a public-facing url that can be sent via email, posted on social media, or shared in numerous other ways to drive impact through community giving.
Once shared via a copied link, outside contributors will be able to visit your Campaign page, select Give, and contribute via Credit Card.
Shortly after the contribution is made, each outside contributor will receive a confirmation and tax receipt for their contribution.
When navigating to the campaign page via the share link, donors are presented with the full page view of your entire campaign, including the images, mission statement, and campaign details.
Towards the bottom of the campaign page is a "Community Donation Activity" table that provides a feed of everyone who has given to the campaign.
On the feed tab, campaign creators will be able to see the donors name, personal note, amount donated, and the date they donated.
Once the campaign is ended, whether after reaching the goal, the end date, or by ending the campaign manually, the Give operations team will process all contributions and send a single check for the total value to the charity selected.
All Grants will be made as unrestricted grants, meaning, there is not currently the ability to include a grant note. Once the campaign is created and money is collected, all funds will be sent to the charity with zero exceptions.
Friends and family can also take the campaign url and share it with other colleagues and folks within their network to amplify impact.
Campaign Creation FAQs
I made a mistake when creating my campaign, how do I edit it after the campaign has gone live?
Click the Edit button in the top right corner of the campaign to adjust the settings or end the campaign early.
Can I contribute stocks to a campaign?
No, currently the only way to contribute to a campaign is from your own personal DAF, or via credit card.
Can I contribute via ACH to a campaign?
No, currently the only way to contribute to a campaign is from your own personal DAF, or via credit card.
How do I contribute to my campaign through my DAF?
Go to the campaigns page and click "Give" on the campaign tab. Then choose the amount you'd like to give and submit.
I contributed to a campaign, but I have not received my tax receipt.
You should be emailed your tax receipt within 24 hours of your contribution to the campaign. Please reach out to care@bluegive.com if you have not received your tax receipt in a timely manner.