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Starting a Campaign

Whether you are running a sweepstake or an auction, here are the initial steps for creating a campaign on the Change dashboard.

Updated today

This guide will walk you through each phase of the process, from initial setup to launching your campaign, ensuring you have all the tools and knowledge needed to launch a successful professional fundraiser.


Getting Started

  • In the Dashboard, navigate and click on the “Campaigns” tab.

Note: "Campaigns" tab will not be visible on dashboard until after FSA is signed.

Adding a nonprofit partner

  • Click on + Add partner to invite the nonprofit you'll be raising funds for.

  • Search the nonprofit by Employer Identification Number (EIN). Once you've located the nonprofit, select and click "Next."

  • Lastly, notify the nonprofit by inserting their email address and sending a custom message. Click "Continue."

  • Lastly, preview the email and click "Send email" to send over the invite to the nonprofit. This will prompt them to claim their profile on Change and connect a bank account for ACH payouts (if they haven't already).

Documents

  • To create a campaign contract (also known as an SOW agreement), click on + Create campaign contract

Please refer to this article for more information on creating campaign contracts.

  • Once the campaign contract (SOW) is signed by both the Professional Fundraiser and Our Change Foundation, you are ready to create your campaign.

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