1. Fundraising Gala Management
  2. Get started
Get started

Get Fundraising Gala Management running in four steps.

Prepare your first gala with an owner, eligible venue and clear review path.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Fundraising Gala Management. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Fundraising Gala Management in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started and use Proto to configure Fundraising Gala Management for your organization. Name the Event Coordinator, Event Reviewer, Pledge Reviewer and Finance Reviewer who will handle the first operating cycle.

Prepare the first operating cycle

Set up the organization, active team members and eligible venue. Enter a Draft event with its subject, schedule and capacity. Add a sample admission and a submitted pledge, then confirm that each record points to the intended gala. Agree which payment provider references Finance Reviewer will use for reconciliation.

Review before release

Have Event Reviewer inspect the exact event revision and record the opening decision. Test a changed venue or capacity before approval. Rehearse attendance, pledge review and closeout, then inspect the operation receipt and any exceptions. Use implementation to guide the operating rehearsal.

Set up Fundraising Gala Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started