What Are Projects?

A Project in Virtuous Raise is where the donation is to be used - the destination! Projects are specific initiatives for which you are raising money. Every donation that comes through a Virtuous Raise donation page must be associated with a Project. By default, your Virtuous Raise account is configured with a "General Fund" (default) Project and a "Covers Processing Fees" project.

Table of Contents

1. Setup
2. Editing a Project
3. Inactive Projects
4. When Virtuous Raise is Integrated with Virtuous CRM+ 

Setup

Creating a Project in Virtuous Raise is straightforward. If you have existing Projects already established in Virtuous CRM+, you can use the Project Import feature to efficiently create those Projects in bulk.

To learn more about the Project Import feature, check out this Support Article. 

To get started with a brand new Project in Virtuous Raise, navigate to the Projects page using the left hand menu.

From this screen you’ll select New Project in the upper right corner to begin creating a new project.

Now you’re ready to start adding information to your Project.

Here are a few of the properties available to use with each project:

• Name: This is the name of the project, visible to everyone (internal and external). You are able to use any alpha-numeric value up to 150 characters.
• Code: This can be used however you wish; common uses include the GL code or an internal reference number. The code is not always publicly visible and will be used heavily with integrations to external systems. This can be any alphanumeric value up to 100 characters. By default, Virtuous Raise requires every code to be unique. You can have projects with identical names, but the codes must all be globally unique.
• Email Receipts: This allows you to select emails within your organization that you would like to be notified when a receipt is sent for any gift in this project. The emails listed will receive a copy of the donor receipt.
• Description: Provides insights and clarity on the purpose of the project. You can also include information with download links, HTML, and information that would be helpful to describe this project. The description has a max character limit of 3,000.
• Pin this project at the top of search results: Display this project at the top of search results
• Image: You can upload an image to be associated with a project to give context to the project and help provide a visual element. The image is used on the donation page when configured to show the project image.
• Metadata: Projects can host metadata which is a list of field names and value pairs. Common examples may include location, age, gender, etc. You can be creative and store any relevant data points to the project. These metadata fields can also be made visible to the donor in the donor portal to help the donor better understand how their recurring schedules are being used. 
  • In the example below, the fields "Favorite Color" and "Hobby" are used to store information that pertains to the Project for the child being sponsored, "Nella." These values can then be used in the Donor Portal. 
    
    

There are two additional toggles in the top right:

• Public: This field must be enabled for a Project to be an option for use in a Giving Form or Page.
• Active: At the top of the screen there is a toggle to make the project Active. Projects may come and go, but you don't want to delete a project. Best practice is to mark it as inactive. Doing so keeps the project alive and maintains all of the donations allocated towards it, but additional donations cannot be placed towards this project.
• Available Online: If this Project is used online, this must be toggled on.

To display any Project on a Form or Page, all of these toggles must be on. The status of these toggles will sync to Virtuous CRM+ and vice versa.

Important Note: The two way flow of data and Project updates will only begin AFTER you have set up and activated the Project Sync feature. After the sync has been successfully activated, all Project data and updates will flow between the two platforms to maintain data integrity. 

Editing a project

Once you’ve created your Projects, if you want to go back and edit the Project you’ll just need to head to your Projects screen and select the Project you want to edit. From this screen there is an actions button on the left side of the screen where you can choose to edit the Project.

Inactive Projects

If you have a Project you no longer need, we recommend you modify the Project to disable Available Online and mark Inactive. This will prevent the Project from being used on Forms and Pages, but it will still allow you to report on the Project or reactivate it in the future. If ultimately, you need to delete a Project, Raise will prompt you to replace the Project on any Recurring Gifts that are linked or any Pages using this Project.

Note: Deleting Projects in Raise will not sync to CRM+, meaning the Project will still appear as online and active in CRM+.

When Virtuous Raise is integrated with Virtuous CRM+

There are a few things to consider when editing a Project when Virtuous Raise is integrated with Virtuous CRM+. When you update a Project’s status in Virtuous CRM+—whether it’s marking it as “Available Online” or adjusting its active status—those changes will sync directly to Virtuous Raise, keeping everything aligned. Your Virtuous CRM+ database should remain your source of truth, ensuring the Project data stays consistent and reducing manual updates across platforms.

What Project fields are synced between Virtuous Raise and Virtuous CRM+?