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Adding Nonprofit Partners and Campaign Contracts

Invite your nonprofit partners and prepare the contracts needed to create your professional fundraising campaigns.

Before creating a campaign, add your nonprofit partner(s) and prepare your campaign contract. This guide walks you through inviting a nonprofit to Change and completing the contract process.

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

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

Ready for the next step? Create your campaign in the dashboard.

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