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How-To · Money
Track team fundraisers
For RDs and staff.
Read the page
- Open Fundraisers under Financials in the left menu.
- Totals come in overnight from Givebutter and Bloomerang Fundraising. The two boxes near the top say when each one last answered. Click Refresh now to read them again.
- Fundraisers are grouped under Not placed yet, A team’s fundraiser, A whole region and Org-wide. Click All platforms, Givebutter or Bloomerang Fundraising to narrow the list.
- Each row shows Raised, Reaches LMR, progress Against goal, when it Started and the Last gift. Click the fundraiser’s name to open its public page.
What “Reaches LMR” means
Raised is everything given. Reaches LMR is what is left after the platform’s fees — the amount Financials and Team Close-out use. A Givebutter row says no fees reported, so nothing is taken off it.
Link a fundraiser to a team
- Fundraisers are set up on Givebutter or Bloomerang Fundraising, not in the OS. A new one shows up here after the overnight read (or Refresh now), under Not placed yet.
- On its row, click the Where it goes column (it says set it or edit).
- Choose One team, A whole region or The organisation.
- For a team, pick the Region, then the team under Team it funds. For a region, pick the Region.
- For a Bloomerang Fundraising form, paste its link into Public page. Givebutter fills its own.
- Click Save. The row moves to its group.
Finished with one?
- Click its Where it goes column and click Retire it. It leaves the lists and the totals.
- To undo, open Retired at the foot of the page, click the row and click Bring it back.
Leftover money
- A team’s fundraiser money is used first on its own costs.
- Any leftover is noted at Team Close-out and carried forward. It shows under Carried forward, with what has been used since and what is Still waiting.
- Only Jason decides what happens to a leftover — wait for the school’s next team, move it to another team, or release it to the region’s scholarship money — and he gives a reason. Everyone can read them under Decisions so far.