How to Set Up an Online Fund-a-Need

In this article, we will guide you through organizing an in-person Fund-a-Need (FAN) where your donors can easily use their mobile phones to donate or pledge!

With the Fund-a-Need builder, you'll be able to create pre-set giving amounts that your donors can select during the FAN. These amounts can be different from the Donation Options you also offer. During the FAN, guests will be presented with these donation amounts, and be able to quickly click and donate on the fly.

How to Set Up a Fund-a-Need

1. From your fundraiser builder, go to your sidebar settings and select Donation Options

2. Select Edit Fund a Need from the menu options

3. Set up your Preset Giving Levels. Use the preview on the right-hand side for reference.

   1. Use the 6 dots to move the order of display

   2. Use the Trash Can to delete an option

   3. Enable the Include "Other" option to allow donors to give a custom amount

4. Hit Save and Publish Changes to reflect it on your live page

5. Click the View Page button from the FAN builder to open up the designated FAN flow that your donors can use to give.

Now that you have established your Preset Giving Levels, it's time to set up a live display of your donations!

How to Set Up the FAN Display

1. From the fundraiser builder, go to the sidebar and choose Live Event Views
2. It will open up a new browser tab to show your different production views. Select Simple Fund-a-Need View

3. Click Configure Settings in the top left corner of your Simple Fund-a-Need View builder

4. Under "Which fundraising drivers would you like to include?" ensure you select custom donations, donation options, pre-loaded donations, and pledges.
5. Complete your settings with your Thermometer Goal and Appearance
6. Click Generate Production View
7. Once you click Generate Production View, a new browser tab will open. Be sure to copy the entire URL from this tab and use it for projecting the display

Once you have set up your display, it's time to determine how your donors can participate.

Donate or Pledge using your Mobile Phone

1. Make sure you project your Fund-a-Need view on the stage or where your donors can easily see it and ask them to either type the URL or scan the QR code on their mobile browser
2. After accessing the page, donors will be able to view the Preset Giving Levels you have established. They can easily pledge or make a donation even if they are not logged in. Below is an example video demonstrating how to scan the QR code using an iPhone:

As donations and pledges are made, you'll see your thermometer updated in real time.