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Third party Fundraising Event TrainingIn today’s session, you will learn how to create a third party campaign so your

supporters can sign up to host their own events to raise money for your charity.

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Third party Fundraising Event Training

WHAT IS THIRD-PARTY FUNDRAISING?

• Third-party fundraising allows an individual, team or company to ask their networks, families, and friends for donations on your behalf

• It also allows you to raise donations through events without having to host those events yourself

• Examples: tea party, birthday party, bowling, dinner party, BBQ lunch, book sale, garage sale

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Third party Fundraising Event Training

WHAT ARE THE BENEFITS?• Great time and cost savings (Your supporters are responsible for planning,

organizing and promoting their own events)• The average gift amount for third-party fundraising activities is $10-20 more

compared to traditional events.• Third-party fundraisers are connected to the cause they are supporting and

they are likely to raise funds for your charity throughout their lifetime.

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Third party Fundraising Event Training

NOW, LET’S TALK ABOUT YOUR MISSION:

• Set up a third party fundraising event by using an Event/Campaign template• Make necessary changes to the default Event/Campaign template to create a

third party fundraising event.

First, check out my demo website (the link to the website is available in the PowerPoint’s notes section).

Once you complete the first step, go through the upcoming slides to update your default settings.

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Third-party Fundraising Campaign Tips & Screenshots

1. Event Settings

• Enable “Enable Participant Message Board”• Enables a message board on personal pages

• Disable “Display the Event Information”- Disabling this option will ensure your default event location and date do not appear on your

participants’ fundraising pages

• Enable “Enable Account Verification for New Registrants”

• Enable “Enable payment of Cash & Cheque Pledges by credit card”

• Enable “Individual/Team cash & Cheque donations (lump sum)”

• Enable “Enable Previous Donor Address Book”

* Don’t forget to check out our Event Settings Checklist!

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Third-party Fundraising Campaign Tips & Screenshots

2. Widgets

Add your charity message

Example:

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Third-party Fundraising Campaign Tips & Screenshots

3. Media

Add your default pictures and videos

Example:

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Third-party Fundraising Campaign Tips & Screenshots

4. Downloadable Forms

Enable the pledge form & results form

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Third-party Fundraising Campaign Tips & Screenshots

5. Emails

• Create multiple fundraiser email templates

• Enable fundraiser activity and inactivity triggered emails

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Third-party Fundraising Campaign Tips & Screenshots

6. Content Page Examples

A.1. Event Home Page

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Third-party Fundraising Campaign Tips & Screenshots

C.8. Manage Cash, Cheque & Lump Sum Donations

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Third-party Fundraising Campaign Tips & Screenshots

B.3. Registration Type Form

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Third-party Fundraising Campaign Tips & ScreenshotsB.5. Additional Information Form

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Third-party Fundraising Campaign Tips & Screenshots

Other Tips

Make permission questions clear for both Scoreboard and Donor Listing

Examples:

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Third-party Fundraising Campaign Tips & Screenshots

Don’t forget to Customize the look and feel of your event website

Enable Social Media settings• Add This Settings (Customize your Twitter & Facebook message)• Facebook settings (Do not forget to enable the Facebook Personal Fundraising app)

Enable Ecards for your supporters.

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Third party Fundraising Event Training

For more how-to information and tips, please visit our Knowledge Base:

https://frontstream.zendesk.com/hc/en-us/categories/200337295-Enterprise-Fundraising