Overview
The Fundraising module enables you to run donation campaigns with multiple participating nonprofit organizations. Donors can browse participating nonprofits, learn about their missions, and make secure donations via credit card or check.
The module includes:
- Real-time progress tracking
- Charity matching programs
- Secure payment processing
- Comprehensive reporting and exports
Getting Started - Enabling Fundraising
The Fundraising module must be enabled for your project by a PartnerHQ administrator. Please reach out to the team to activate this option.
Once enabled, you'll see a Fundraising section in your project navigation.
Initial Setup Checklist
Before accepting donations, configure the following:
- Default nonprofit logo (required)
- Event details / instructions
- Donation deadline
- Minimum donation amount
- Contact email
- At least one payment method (Authorize.net or Check)
For Project Hosts - Configuring Fundraising Settings
Navigate to Fundraising Settings in your project menu.
General Settings
| Setting | Description |
| Default Nonprofit Logo | Displayed for organizations that don't upload their own logo. Required. |
| Button Color | Customize the "Donate Now" button color on public pages. |
| Details | Rich text content displayed at the top of the nonprofit directory page. |
| Minimum Donation Amount | Set a minimum donation threshold (e.g., $25). |
| Donation Deadline | Date and time when donations close. |
| Thank You Message | Custom message displayed after successful donation. |
| Contact Email | Primary email for donor inquiries. |
Payment Methods
You may enable one or both options that are currently available.
Credit Card (Authorize.net)
Enter your API Login ID, Transaction Key, and Client Key (Public).
Credentials are encrypted and stored securely. PartnerHQ never displays full credentials after saving.
Check Payments
To accept check donations, enter payable-to name and provide mailing instructions and address.
Donors selecting check will receive an invoice. They may later pay the invoice by credit card before the deadline.
Charity Match Program
Encourage donations with a matching campaign.
| Setting | Description |
| Enable Charity Match | Turn matching on/off |
| Match Percentage | Percentage to match (e.g., 50%) |
| Match Cap | Maximum amount matched per nonprofit (optional) |
| Display Text | How the match is labeled publicly |
When enabled, progress displays show both direct and matched amounts.
Navigation Menu Links
Add custom links to the public fundraising navigation bar. Useful for linking to:
- Event websites
- Sponsor pages
- Additional resources
Managing Donations - Donations Dashboard
Access the Donations section to view all donations across participating organizations.
Dashboard Includes:
- Summary cards (total raised, paid amount, donation count, average donation)
- Analytics charts (donations over time, payment breakdown, paid vs unpaid)
- Searchable, filterable donation table
Filters:
- Donor name, email, donation ID
- Payment method
- Payment status
- Organization
Export
Click Download CSV to export donation data.
Donation Details
Click a donation to view:
- Donor contact information
- Payment method and transaction details
- Donor message
- Mark check as received
- Add internal notes (not visible to donor)
Approving Nonprofit Organizations
Before a nonprofit goes live:
- Organization completes required tasks
- Host reviews their partnership
- Host activates the organization
Once active, their fundraising page becomes public.
For Participating Organizations
Setting Up Your Nonprofit Profile
Navigate to Manage Nonprofit Profile.
Required Fields
| Field | Description |
| Organization Name | Official nonprofit name |
| Cause Category | Select from 23 available categories |
| Mission Statement | Brief summary displayed prominently |
| Details | Rich text description |
| Address | Organization location |
Optional Fields
- Logo (recommended 300x300 pixels)
- Fundraising Goal (Defaults to $5,000)
- Social Media Links (Website, Facebook, X/Twitter, Instagram, LinkedIn, YouTube)
Fundraising Dashboard
Once approved, nonprofits can access their dashboard.
Includes:
- Real-time totals
- Donation trends chart
- Goal progress tracking
- Donation list with search/filter
- CSV export
- Downloadable QR code
Sharing Your Fundraiser
Copy your public fundraising URL from your dashboard. Tip: If charity matching is enabled, mention it to increase donations.
For Donors
Making a Donation
- Browse participating nonprofits
- Select an organization
- Click Donate
- Enter donor information
- Choose payment method
- Submit donation
Payment Options
Credit Card
- Processed securely via Authorize.net
- Recorded immediately as received
- Automatic email receipt
Check
- Receive invoice and mailing instructions
- Donation marked "Pending" until received
- Option to pay invoice later by credit card
Receipts & Invoices
- Receipt: Displayed after payment confirmation
- Invoice: Provided for check donations
- Email Confirmation: Sent automatically
Frequently Asked Questions
For Hosts
Can I change the deadline? Yes, update it anytime in Fundraising Settings.
How do I mark a check as received? Open the donation and select "Mark as Payment Received."
Can I refund a donation? Refunds must be processed in Authorize.net.
For Organizations
Why can't I see my dashboard? You must be approved by the host first.
Can I see donor information? Yes, your dashboard displays donor details.
Can I update my profile? Yes, anytime under Manage Nonprofit Profile.
For Donors
Is my payment secure? Yes. Credit cards are processed through Authorize.net. PartnerHQ does not store full card data.
Can I donate to multiple organizations? Yes, submit separate donations.
Can I switch from check to card? Yes, use the invoice link in your confirmation email.
Troubleshooting
| Issue | Solution |
| Donations not enabled | Verify payment method is configured |
| Organization not visible | Confirm it is approved and active |
| Credit card failed | Review Authorize.net error message |
| Check not marked received | Host must manually mark it |
| Match not displaying | Verify match settings are enabled |
Need Help?
Reach out to PartnerHQ support for assistance.