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
Log into your dashboard via https://api.getchange.io/sign_in.
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.