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- Fundraising Campaign Manager
- Implementation
How a Fundraising Campaign Manager rollout works
Start with one organization, eligible program and reviewed funding case.
Set scope
Choose an organization, active program and the team members who will prepare, review and reconcile work.
Set decisions
Agree what evidence is needed, who may review independently and how returned cases come back to the owner.
Connect confirmations
Set up the provider references used for confirmed receipts and disbursement acknowledgements.
Rehearse a case
Move one request from draft to award, record a confirmed receipt, test a restricted allocation and investigate an exception.
Begin the cycle
Review deadlines, submitted cases and pending operation receipts with the people who own them.
What the customer provides
Bring your organization and program list, operating members, current funding requests, review policy, sample evidence and the provider connection details. Decide which program is eligible for the pilot and who has authority to decide and release funds. Use real examples with safe test amounts during rehearsal.
Changing it afterwards
A change to an amount or evidence after review requires a new decision against the current case revision. Update program eligibility deliberately so historic cases remain intelligible. Test a revised provider connection with an acknowledged request and an uncertain result before using it for a live disbursement. Keep the old operation evidence during any correction.
Set up Fundraising Campaign Manager your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.