What Are Projects?

A Project in RaiseDonors is where the donation goes - 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.

• Setup
• Editing a Project
• When RaiseDonors is Integrated with Virtuous CRM

Setup

When you get started in RaiseDonors, you’ll want to add your own designations for your gifts. To get to the projects, you’ll first want to select Projects from the navigation menu on the left.

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.
  

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?