Agree authority before launch
Identify who can approve the campaign, edit its content and review the financial records. Complete the required account and operating-entity checks before collecting contributions.
Prepare the donor experience
Use the institution’s approved description, brand assets and contact information. A White Label deployment can provide supported branded pages where approved.
Keep a reviewable record
Reconcile contributions and settlements through the existing reports. Define the institution’s internal reporting and retention process without treating a public campaign total as a complete accounting record.