Aristotle Support

Fundraiser and Bundler Management

Article ID: 466
Last updated: 21 Aug, 2009

For those of you who use a network of fundraisers to raise and collect contributions for your cause, the Fundraising feature is a true benefit to you. This feature allows you to designate your fundraisers, and their team of fundraisers, with the purpose of tracking their fundraising efforts against their goals.

Fundraisers can manage their own targets from a unique website that can be branded with your organization’s logo. They can access this website without needing access to your Aristotle 360 dataset. Contact your Account Manager to discuss your branding options for this feature.

You can generate the Fundraising system reports to view and monitor your fundraising team’s efforts anytime you need to.

Designating Fundraisers in Your Dataset

Since you designate the fundraising feature on the person’s Individual Record, you first need to create Individual Records for all of your fundraisers. Also, you need to belong to a User Permissions group that allows you to enable the Fundraising Feature and to run the Fundraising Reports. Contact your dataset administrator to ensure you have these permissions associated with your login ID.

Steps to Designate a Fundraiser

1. Use Quick Search to locate and open the Individual Record of the person you want to designate as a fundraiser.

2. The Individual Record displays. In the Fundraiser Functions area of the right navigation panel, click the Enable Fundraiser Functions button.

3. The Fundraiser Functions fields display. The system automatically assigns a Fundraiser ID and displays it in the Fundraiser ID field. The system also automatically assigns a password, and displays it in the Fundraiser Passcode field. You can change the password, but you cannot modify the ID.

4. Enter a current fundraising goal for this fundraiser in the Current Goal field. You can leave this field blank and have the fundraiser enter this amount later.

5. Click the Update Bundler Settings button.

6. A dialog box appears confirming the settings have been saved. Click OK.

7. The Fundraiser Control Panel URL is a link to a website that allows the fundraiser to log in and manage their password, adjust their goal, and view their fundraising efforts. Click the View URL in New Window link to test the login ID and password.

8. A new browser window opens to your Fundraiser Control site. This fundraiser’s ID should be populated into the Fundraiser ID field. Enter this fundraiser’s passcode into the Passcode field, and then click Login.

9. The Fundraiser Control Panel page appears. On this site the fundraiser can modify their personal goal, as well as see an update on donations received through their network. Close this window and return to the Individual Record in Aristotle 360.

10. You now need to provide the URL link to the fundraiser. You can either:

• Right-click the link in the Fundraiser Control Panel URL: field and select Copy, and then create a new email and paste the link into the body of the email

• Click the Send URL to Primary Email link, which should open your default email program to a new message with the link copied into the body

Remember to also include the password and fundraiser’s ID so they can log into the Fundraiser Control Panel site.

Creating Child Donors

You have the ability to create a fundraising structure where Parent fundraisers have one or more Child fundraisers associated with them. The totals of the contributions of the Child fundraisers adds to the goal totals of their Parent fundraiser. For example, Betsy Abel has two fundraisers, Jane and Janeen, that help collect contributions for her. Jane and Janeen collect contributions that count toward their personal goals. In addition, the money that Jane and Janeen collect count toward Betsy’s personal goal.

Steps to Designate a Child Donor

1. Use Quick Search to locate and open the Individual Record of the person you want to designate as a fundraiser.

2. The Individual Record displays. In the Fundraiser Functions area of the right navigation panel, click the Enable Fundraiser Functions button.

3. The Fundraiser Functions fields display. If appropriate, change the password and enter the personal goal for this fundraiser.

4. Search for the Parent fundraiser to connect this Child fundraiser by clicking the Search icon.

5. A list of current designated fundraisers appear in the Fundraiser Search window. Locate and then double-click on the Parent fundraiser’s name.

6. The fundraiser’s ID appears in the Parent Fundraiser ID field. NOTE: if at a later time you wish to make this fundraiser a Parent, delete the ID from this field and save. Click the Update Bundler Settings button.

Assigning Contributions to a Fundraiser

You assign contributions to your fundraisers during data entry. When creating a receipt, click the Search icon on the Fundraiser ID field to locate and select the Fundraiser for that contribution. The Fundraiser’s ID and name appear on the receipt record.

Managing Fundraisers

Someone in your organization will likely be in charge of managing the fundraising network and providing status reports to other staff. There is the Fundraiser Administration tool for managing fundraiser profiles, and the Fundraising Reports to view financials.

Steps to Use the Fundraiser Administration Tool

1. From anywhere in the system select the FUNDRAISING > Fundraiser Administration menu path.

2. The Fundraiser Management page appears. A list of current designated Parent Fundraisers appear.

3. Click the plus symbol next to the Parent fundraiser to expand the list of Child Fundraisers associated with that person.

4. Select the name of the fundraiser to open the Update Fundraiser Information window.

5. The Update Fundraiser Information appears. Make any changes, and then click the Update Bundler Settings button.

Fundraising Reports

There are several system reports that you can use to monitor your fundraising efforts.  These reports are located on the REPORTING menu under the Fundraising category.

This article was:   Helpful | Not helpful Report an issue


Article ID: 466
Last updated: 21 Aug, 2009
Revision: 1
Views: 503
Prev     Next
Fundraiser/Bundler Management       Super Voter