Maintain the public page
Review the campaign description, imagery, target and dates when circumstances change. Keep the donor’s understanding of the campaign aligned with the actual fundraising plan.
Campaign management
Care for the campaign after launch.
Keep its information accurate, its support organized and its financial records reviewable.
Review activity
Follow campaign reports and transaction states, investigate exceptions and answer donor questions with the relevant reference. Do not count unconfirmed payment attempts as funds raised.
Close with a clear record
At the end of the campaign, reconcile confirmed contributions and settlements. Retain the records needed for your organization’s reporting and explain the outcome to supporters.
