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- Fundraising Campaign Manager
- Who it's for
- Education nonprofits
Education nonprofits
An education nonprofit may fund several programs with distinct eligibility notes and due dates. A scholarship support request and a school supply request can share an organization while retaining separate program destinations. The operating unit is a funding case, linked to the organization and receiving program. Staff can see who owns the request, when it is due and which decision authorized the award.
How Fundraising Campaign Manager is set up for you
Program scope
Keep an active program directory with a contact and eligibility note, then select the intended program on each case. A similar name in another organization does not give a person authority over that program.
Decision trail
Attach the supporting files to the case and use an independent reviewer for the current revision. The reviewer records a reason for approval, rejection or return. The owner can follow up on a returned case without losing the earlier decision.
Money trail
Record a pledge separately from provider-confirmed money. Allocate only within the unused balance of the same restriction. A dated award, a receipt and a disbursement each answer a different question.
Operational follow-up
Use operation receipts to find pending, failed or review-needed actions. Investigate an uncertain provider effect before trying to close the case. A confirmed outcome needs the matching activity, not just a successful request.
An education nonprofit may fund several programs with distinct eligibility notes and due dates. A scholarship support request and a school supply request can share an organization while retaining separate program destinations. The operating unit is a funding case, linked to the organization and receiving program. Staff can see who owns the request, when it is due and which decision authorized the award.
Start with one program and one awarded case. Have the program owner explain eligibility and the reviewer check the exact case revision. Bring in a confirmed receipt, record its restriction and test that allocation stays within the available balance. Choose the people who will make each decision before importing historic cases. Decide how evidence is classified as Internal or Shared and who may see each class. Set up the payment provider separately and test the acknowledgement against a real operation receipt. Use the first operating cycle to check that the case status, decision and fund events tell the same story.
For the first review meeting, open the case and ask the owner to explain the request, the reviewer to explain the decision, and finance to explain which amounts are actually confirmed. If those answers disagree, correct the source record before treating the case as ready for closure.
Features to start with
Roles on the team
- Funding Owner
- Prepares funding cases and supporting evidence within the assigned organization.
- Funding Reviewer
- Independently decides submitted funding cases and records reasons against the reviewed revision.
- Finance Operator
- Records confirmed fund activity and prepares disbursement work for review.
- Admin
- Maintains organization and program scope and assigns operating members.
Set up Fundraising Campaign Manager your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.