A Project in RaiseDonors 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 RaiseDonors donation page must be associated with a Project. By default, your RaiseDonors account is configured with a "General Fund" (default) Project and a "Covers Processing Fees" project.
Table of Contents
Setup
Creating a Project in RaiseDonors 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 RaiseDonors, 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, RaiseDonors 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.
- 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.
- 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 hold metadata which is a list of key/value pairs. Common examples may include location, age, gender, etc. You can be very creative and store any data points to the project which can also be visible to the donor in the donor portal. The donor portal can be customized to display specific meta data to help the donor better understand how their recurring schedules are allocated to projects.
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.
When RaiseDonors is integrated with Virtuous CRM
There are a few things to consider when editing a Project when RaiseDonors is integrated with Virtuous CRM. When you update a Project’s status in Virtuous—whether it’s marking it as “not available online” or adjusting its active status—those changes will sync directly to RaiseDonors, keeping everything aligned. Your Virtuous platform should remain your source of truth, ensuring the Project data stays consistent and reducing manual updates across platforms.
What Project fields are synced between RaiseDonors and Virtuous CRM?
| RaiseDonors | Virtuous CRM | Comments |
| Project Name | Project Name | |
| Project Code | Project Code | |
| Project Name | External Display Name | RaiseDonors Projects do not have an “External Display Name” field like Virtuous CRM. |
| Project Description | Project Description | |
| Active status | IsActive & IsAvailable Online statuses |
Both of these Virtuous CRM properties must be true for the RaiseDonors Project to be Active. Setting both, or any one of the Virtuous CRM properties, to false will set Active=False in RaiseDonors. |
Some additional things to consider when editing Projects:
-
Changing the Project Code in RaiseDonors will create a new Project in Virtuous CRM. This “code” property is the unique key to sync the two platforms together.
-
Creating a new Project in RaiseDonors will create the corresponding Project in Virtuous CRM with the following default status:
- isActive = False
- isAvailable Online = False
- isPublic = False
- Not Tax Deductible = True
-
Enable Syncing Via Webhooks = True
- Running a bulk action from the query tool in Virtuous CRM for Projects will not send those bulk updates over to RaiseDonors Projects. These bulk updates to Projects in Virtuous CRM will remain in Virtuous CRM.
Once you've set up your project, you're well on your way to accepting donations! Read about more project options here.
Comments
0 comments
Article is closed for comments.