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How does Trellis' First Fundraiser Guarantee (FFG) work?

Trellis First Fundraiser Guarantee

The Trellis First Fundraiser Guarantee is designed to give new customers confidence when launching their first fundraiser on our platform.

If you meet the criteria below and are still unhappy with your fundraiser’s performance, we’ll work with you to make it right.

What the Guarantee Covers

The First Fundraiser Guarantee applies only to your first fundraiser on Trellis and is available to organizations that:

  • Are running their first-ever fundraiser on the Trellis platform

  • Have completed all five required touchpoints provided by Trellis

  • Are dissatisfied with the fundraiser’s performance, despite following best practices

This guarantee is intended to support customers who fully engage with the Trellis onboarding and guidance process but do not see the expected results.

Required Touch Points

To be eligible, your organization must complete all five Trellis touchpoints, which may include (but are not limited to):

  • Onboarding (1A Platform + 1B RE Integration)

  • Pre-Launch Check-In 

  • Advanced Features Review

  • Pre-Event Check-In

  • Post-Event Debrief

Failure to complete all required touchpoints will make the fundraiser ineligible for the guarantee.

Notification Timeline

To qualify for the guarantee, you must:

  • Notify Trellis within 14 days of your first fundraiser concluding

  • Submit your request through our Product Engagement team with confirmation that all touchpoints were completed

Requests submitted after the 14-day window cannot be considered.

What the Guarantee Does Not Cover

  • Any fundraiser beyond your first Trellis fundraiser

  • Fundraisers that did not complete all five touchpoints

  • Requests submitted more than 14 days after fundraiser completion

  • Performance issues resulting from deviation from Trellis guidance or platform misuse

How to Request Review

To request a review under the First Fundraiser Guarantee:

  1. Contact Product Engagement team within 14 days of your fundraiser ending

  2. Reference the First Fundraiser Guarantee in your request

  3. Be prepared to confirm completion of all five touch points

Our team will review your request and follow up with next steps