Step-by-step guide Organizers

Choosing goal, dates, and fundraising modality

Choose your funds raised terms and understand how they affect contributions and campaign closing.

Reading time 2 min
Steps3

The goal and modality must correspond to a realistic budget. Before saving settings, determine what you can achieve with the funds raised and whether you need to reach a specific amount to carry out the project.

Setting up the goal and dates for a fictional campaign
Example with fictional data. Options may vary depending on your account and settings.

Choosing the modality

A flexible fundraising campaign can receive contributions without having to reach the goal, subject to its terms. Explain what you will be able to do if you raise an amount different from what was expected.

In an All or Nothing campaign, the charge depends on reaching the planned campaign outcome. Its process uses card authorization and does not offer recurring contributions. Do not describe an authorization as money already received.

Read the conditions displayed on the form before selecting the modality. If you are unsure how it works for your project, resolve it before submitting the campaign.

Defining goal and dates

  1. Break down the project needs and set a goal you can explain.
  2. Select valid start and end dates.
  3. Make sure the timelines for outreach and execution are realistic and consistent.
  4. Review which contribution options can be enabled for this modality.
  5. Save and review the summary of terms.

Avoid publicly announcing dates different from those configured. The campaign page and its terms should be the reference for everyone who collaborates.

Explaining scenarios

In the description, explain what you will do if the result falls below or exceeds the goal whenever the campaign model allows it. Do not promise an automatic return in a flexible campaign simply because it does not reach its goal.

In All or Nothing, check the final status of the campaign and contributions before announcing the financial result. Payment processing and potential issues should be checked separately.

Once published, do not assume you can freely modify the goal, dates, or model. If you need a sensitive change, request a review and update the public information according to the instructions provided.

Need help with your situation?

Write to us with the reference of your campaign, donation or request.

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