Set up and manage fundraisers with the Donations module

The Donations module lets your organization create fundraising campaigns, collect one-time and recurring donations, and track donors, payments, invoices, and fundraising performance in Glue Up. Fundraisers are displayed in My Glue, event and membership checkout flows, and on your organization’s website. They can also be shared on social media or embedded on an external website.

The Donations module is available as a paid power-up.

Before you begin

The Donations power-up must be enabled for your organization.
Configure and validate the payment methods your organization plans to use before accepting online donations.

Configure organization-wide donation settings

Before creating a fundraiser, configure the forms used to collect donor information and review the system emails sent during the donation process. These settings apply across all fundraisers in your organization.

Customize the donor information forms

Glue Up provides separate forms for individual donors and company donors. Information submitted through these forms is stored in the Contacts module.

Go to the Settings menu and click on Donation Forms under Donation Settings.
Find the form you want to configure:
- Contact Donation Form: Collects information for individual donor profiles.
- Company Donation Form: Collects information for company donor profiles.
Click Preview to review the current form or Edit to open its field settings.
Add or update the required fields.
Save your changes.

The updated fields will be used on donation forms across the organization.

Review the donation email templates

Go to the Settings menu.
Select System Email Templates under Donation Settings.
Review the available templates:
- Donation Awaiting Payment: Notifies a donor that a donation is awaiting payment.
- Donation Payment Instructions: Provides instructions when a donor selects bank transfer or another offline payment method.
- Donation Received: Confirms that a donation has been successfully received.
- Fundraiser Goal Reached: Notifies the organization when a fundraiser reaches its donation goal.
Open the three-dot menu beside a template to view or edit the available settings.
You can use the toggle to enable or disable the 'Fundraiser Goal Reached' notification.

Create a fundraiser

Go to Donations on the left-side panel and then Fundraisers.
Click Create Fundraiser.
Enter a Fundraiser title.
(optional) Add an end date/time for countdown.
Select the fundraiser currency.
- Once fudraiser is created, the currency cannot be changed.
Select the language used on the fundraiser page.
(optional) Enable automatic recurring payments.
Click Create Fundraiser.

The fundraiser is added to draft Fundraisers.

Configure a fundraiser

After creating a fundraiser, you are taken directly to its dashboard to begin configuration. The fundraiser dashboard is the starting point for configuring and managing a fundraiser. You can also open the fundraiser later from Donations > Fundraisers in the Draft section.

Review the configuration checklist

The Fundraiser Configuration section shows the remaining setup tasks:

Validate your payment settings
Set Fundraiser Goal
Review fundraiser settings
Add Cover Photo
Add story

Clicking on each setup task, takes us to the page where we can at the info. A Publish Fundraiser button appears beside the checklist. We can only publish the fundraiser once all required info is added.

Update the general settings

From the fundraiser dashboard, go to Settings > General Settings.
Review or update the fundraiser title and subtitle.
Enter the fundraising goal.
If needed, add an end date and countdown.
Select the language used on the fundraiser page.
Click Save.

Select the accepted payment methods

Go to Settings > Payment Options.
Enable each payment method you want to offer:
- Allow Online Payment
- Allow Payment by Bank Transfer
- Allow Payment by Check
- Allow Payment in Kind
When a details field appears, enter the instructions donors need to complete that payment method.
Click Save.

Configure recurring donations and suggested amounts

Go to Settings > Donation Settings.
To accept recurring donations, turn on Enable Recurring Payments.
Select the frequencies donors can choose:
- Monthly
- Quarterly
- Yearly
Enable Suggested Amounts to display preset donation amounts.
Enter the suggested amounts you want to offer.
Use the row actions to edit, reorder, or remove an amount, or click Add Suggested Amount to add another.
Click Save.

The donation form displays the suggested amounts and a field for entering a custom amount.

Choose where the fundraiser appears

Go to Settings > Distribution Settings.
Select where the fundraiser can appear:
- Events: Adds a donation option to the ticket checkout flow.
- Memberships: Adds a donation option to membership application and renewal checkout.
- My Glue Home Page: Displays the fundraiser on the My Glue home page.
- Organization Website: Displays the fundraiser on the organization’s website.
Under Fundraiser Social Settings, select the social channels through which the fundraiser can be shared.
To embed the fundraiser on an external website, customize the widget’s color, font, layout, and displayed details.
Review the live preview, then copy the generated embed code into your website.
Click Save.

Add a cover photo and story

From the fundraiser dashboard, select Content.
Under Cover Photo, drag and drop an image or upload one from your computer.
Under Story, explain why the fundraiser matters and how contributions will be used.
Format the story using options such as bold, italic, lists, and alignment.
Click Save.

The cover photo appears at the top of the fundraiser page.

Publish the fundraiser

Return to the fundraiser Dashboard.
Review the Fundraiser Configuration checklist.
Click Publish Fundraiser.

Monitor fundraiser performance

After the fundraiser is published, use its dashboard to review its performance and recent activity.

The dashboard includes:

Amount raised
Number of donors
Average donation
Progress toward the fundraising goal
One-time donations
Recurring donations
Donations by individual and company donors
Amount raised by individual and company donors
Recent donations

Manage donors, donations, invoices, and payments

Review the fundraiser’s donors

Open the fundraiser and select Donors. The list is split between individual and company donors. Each row can show:

Donor details
Donation frequency
Most recent donation
Total donated

Use search, filters, export, and column settings to refine the list. Open the three-dot menu beside a donor for additional actions.

Review the donation ledger

Open the fundraiser and select Donations. Each row represents one contribution and includes:

Donation ID
Donor
Amount
Donor type
One-time or recurring donation type
Recurring frequency
Payment status
Donation date

Use the list to distinguish paid, outstanding, and recurring donations. Search, filters, export, and column controls are also available.

Add a donation manually

Use the Add Donation form to record donations received outside the platform.

Open the fundraiser and select Donations.
Click Add Donation.
Enter the donation amount and date.
Select whether the donor is an individual or a company.
Search for an existing contact or enter the new donor’s details.
Complete the form to add the donation.

The donation is added to the same records as donations made through the online donation flow.

Review invoices and payments

Open Finance from the fundraiser dashboard.

The Invoices page shows:

Value of open invoices
Value of overdue invoices
Invoice and pro forma invoice numbers
Invoice and due dates
Donor account
Total and outstanding balance

The Payments page shows:

Value of completed payments
Number of completed payments
Payment-method breakdown
Payer
Amount
Processing fee
Payment ID
Payment method

These pages provide a record of the invoices and completed payments associated with the fundraiser.

Review donations across the organization

The Donations module provides organization-wide views that combine activity from all fundraisers.

Donations dashboard

From the Home dashboard, go to Donations > Dashboard to review:

Total amount raised
Total donations
Average donation
Draft, active, and past fundraiser counts
Donations and amount raised by donor type
Donations by currency
Active fundraiser performance
Recent donations
One-time and recurring donation comparisons

Fundraisers

Go to Donations > Fundraisers to review fundraisers under the Draft, Active, and Past tabs. Each row links to the fundraiser’s dashboard.

Search, filters, export, and column settings are available on this page.

Donations

Go to Donations > Donations to review contributions from every fundraiser in one list. Each row can show:

Donor
Fundraiser
Amount and currency
Donor type
Donation type
Frequency
Payment status

Donors

Open Donors under Contacts from the left-side panel to review the organization-wide donor list, which is split into individual and company donors.

Available filters include:

Donation date
Donation type
Active member status

Each row shows the donor’s most recent donation and total donated, with values separated by currency.

Contact profiles and smart lists

Donor information is also available in the Contacts module:

Apply the Donor = Yes filter to find donors.
Combine the donor filter with standard contact filters such as company, title, and active member status.
Save the filtered results as a smart list.
Open a contact profile to view the latest donation, recurring status, total donated during the last 365 days, and the contact’s donation history.

The donation history includes links to the associated fundraisers, payment statuses, and an edit option.

Finance

Go to the Finance module > Payments and apply the Origin or Category = Donations filter to review donation payments alongside other Glue Up transactions.

Understand the donor experience

Depending on the fundraiser’s distribution settings, donors can discover a fundraiser through:

The My Glue home feed
The Donations section in My Glue
An event ticket checkout
A membership application or renewal checkout
The organization’s website
A shared fundraiser link
An embedded widget on an external website
Enabled social channels

Complete a donation

The public donation flow contains two stages:

Donation
- Select a suggested amount or enter a custom amount.
- Choose whether the donation is from an individual or a company.
Donor Information
- Review or enter the donor’s contact and billing information.
- Select an available payment method.
- If automatic recurring payments are enabled, select one of the available frequencies.
- Click Next to complete the flow.

The Donor Information step can be prefilled with information from the donor’s Glue Up profile, including their name, contact details, and company. The public donation flow can be opened without first logging in to My Glue.

Review donation history in My Glue

The Donations section in My Glue includes:

My Dashboard: Shows donation totals and active fundraisers. If the member has no donation history, active fundraisers are displayed instead of an empty state.
My Donations: Groups donations by fundraiser and shows the donation type, amount, and date.
Donation Transactions: Lists each donation as a separate transaction with the fundraiser, type, amount, and date.
Browse Fundraisers: Displays active and past fundraisers.

From My Donations or Donation Transactions, open the row-level action menu to select Download Invoice or Download Receipt.

Donations also appear in My Wallet > Transaction History alongside other Glue Up transactions.

Additional donor-management features

The Donations module also supports:

Timeline entries
Real-time alert through in-app notifications when a donation is received or a fundraiser reaches its goal
Donors as an inclusion or exclusion option when selecting recipients for campaigns and surveys
New Donations and New Donors in the Weekly Organization Digest sent every Monday

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