Orientation for boosters, PTAs, and parent organizations
External groups include boosters, PTAs, and other parent organizations that help fundraise on behalf of the school. SuccessFund makes it easy to get approval and set up your fundraising efforts for success.
If you are in an external group and haven't received an invite to Join or Create your group, please reach out to support@successfund.com or your district administrator to get set up as the admin of your group.
Welcome, Boosters and Parent Groups!
SuccessFund makes it easy to get online approval for your fundraisers and campaigns. Once approved it will transform the way you fundraise, sell, and collect money.
After approval, why run your campaign on SuccessFund?
- Autonomous Management: Manage your own SuccessFund account with your users and bank account. All funds raised go directly to your organization, not the school.
- Centralized Record-Keeping: Track both digital and offline transactions (cash and checks) in one comprehensive record.
- In-Person Payments & Fulfillment: Use our mobile app to scan receipts, fulfill orders, and accept payments, including Venmo, at your events.
- Online Sales: Set prices, manage inventory, and sell items such as swag, concessions, car wash tickets, and discount cards—all through our platform.
- Pre-Built Marketing Tools: Generate promotional flyers with QR codes and customizable links to boost your campaign’s reach and visibility.
- Student-Level Tracking: Track real-time progress by student to understand participation and performance better.
- Mobile Payments: Accept donations and payments via Venmo, credit/debit cards, and other modern methods—all integrated into your campaign approval process.
Getting Started with SuccessFund:
- Sign In: Use the email invitation from your school or district to create your SuccessFund account. (If you are in an external group and haven't received an invite to Join or Create your group, please reach out to support@successfund.com or your district administrator to get set up as the admin of your group. )
- Set Up Your Account: Once logged in, you’ll see your SuccessFund dashboard. Here, you can view and manage all your campaigns. Start by inviting users to your group and assigning roles. Be sure to add your bank account details.
- Create and Submit Campaigns: Click on “Create New Campaign” to start. Whether you’re hosting a fundraiser, event, or selling items, SuccessFund supports various campaign types. Customize your campaign page with descriptions, images, and colors. Use our AI tools to generate content and make edits as needed.
- Request Approval: Submit your campaign for approval from your school administrator. You’ll receive email notifications about the status of your request. Once approved, you can go live and start sharing your campaign link.
- Share and Manage Campaigns: Share your campaign link via email or social media. You can also use QR codes and pre-made flyers to promote your campaign. For in-person events, use SuccessFund’s card readers for seamless payment processing.
- Track and Optimize: Monitor your campaign’s progress, track sales, and view real-time results. Add collaborators, set up leaderboards, and customize checkout questions to gather necessary data.
Need Help?
If you have questions or need assistance, our team is here to support you. Click the chat button in the bottom right corner for a live chat with our SuccessFund team.
We’re excited to see your fundraising efforts thrive with SuccessFund. Reach out anytime you need support!
Frequently Asked Questions
Browse all FAQsHow do I add a leaderboard to my fundraiser?
Leaderboards help you track contributions by student, class, or group. When a leaderboard is active, patrons and donors are prompted at checkout to choose the participant they’re supporting.
To add a leaderboard:
- Go to your campaign page and click on the Leaderboard tab.
- Add participants by pasting your entire roster of students or class/group names. You can enter multiple participants at once.
- Each participant gets a unique link that directs patrons to your campaign page. When they donate or purchase, the specific participant is automatically selected. Alternatively, patrons can select a participant from a list if you share the general campaign link or QR code.
Viewing Leaderboard Results:
- Leaderboard results are aggregated under the Leaderboard tab.
- To view individual participant results, go to the Results tab, click on Switch Report, and select All Results.
- You can download or customize the report to view the columns you need.
This feature is optional but can greatly enhance tracking and engagement for your fundraiser.
What kind of fundraisers can I run on SuccessFund?
Crowdfunding and Donations:
Yes, you can run crowdfunding or donations-only fundraisers on SuccessFund. These are ideal for collecting donations of any amount from supporters, as donors can enter their contribution amount directly.
Product or Service Sales:
Absolutely! You can list and sell any product or service that complies with district and SuccessFund policies, as well as federal, state, and local laws. You can configure prices, quantities, and product variations. Supporters who prefer to donate without receiving a product can use the “donate” button on your fundraiser.
Event Tickets:
Yes, SuccessFund is well-suited for selling event tickets, both for pre-sales and door admissions. While it doesn’t offer individually assigned seating, you can create seating sections with limited availability and different price points. Buyers receive an email receipt with a QR code, which can be scanned using the SuccessFund mobile app for easy ticket verification.
Concessions:
You can sell concessions using SuccessFund, especially through its in-person card readers. This is a great option for events and activities requiring immediate, on-site payment processing.
Banners and Sponsorships:
Yes, you can sell banners and other sponsorships. SuccessFund tracks all sales, allowing you to manage orders and provide details to suppliers. Additionally, using the 'Banner Fundraiser (Fulfilled by SuccessFund)' template, SuccessFund can handle the entire process, including printing and delivery.
Auctions:
You can run auctions on SuccessFund. While it doesn’t support live online bidding, you can manage payments for winning bids through your SuccessFund campaign. Winners simply enter their bid amount and complete their transaction via SuccessFund.
PTA Memberships:
Yes, PTA memberships can be sold through SuccessFund. Be sure to note that any transaction fees are additional and separate from the membership price set by your local PTA bylaws.
Event Registrations:
You can sell registrations for events like athletic camps, skills clinics, or golf tournaments. SuccessFund allows you to customize registration forms, include waivers or liability agreements, and gather important participant details such as dietary restrictions or t-shirt sizes.
Pledge Drives or “A-Thons”:
While SuccessFund does not track pledges in real-time, you can use it to process payments once pledge amounts are finalized. Patrons can make their contributions through the “donate” button by entering their final pledged amount.
SuccessFund provides a versatile platform to manage various types of fundraisers, making it a flexible solution for your fundraising needs.
How do I add collaborators to help with my campaign?
To add a collaborator to your campaign, go to the "Collaborators" tab on your campaign page.
- Existing SuccessFund User: If the person has already created a SuccessFund account, simply select their name from the list of available users.
- New SuccessFund User: If they haven't used SuccessFund before, send them an invitation link from the "Collaborators" tab.
- In-Person Payments: To give someone access to take in-person payments using the SuccessFund mobile app and a card reader, generate a Volunteer Code on the "Collaborators" tab. Anyone that already is a SuccessFund user and has access to the campaign can simply log in on the mobile app to take payments without using the Volunteer Code.
How and when will we receive the money we raise?
SuccessFund will only send funds to bank accounts owned and managed by schools, districts, or an approved organization. Money is deposited on a weekly basis. Access to the funds can vary by district, but in most cases, you can put donation dollars to use immediately following the deposit. Every district follows its own use of funds process, so be sure to follow the process outlined by your district for requesting funds.
SuccessFund will aggregate contributions over a 7 day period and then initiate a transfer. Transfers take 3-5 days from when they are initiated to when the deposit arrives. Deposits will typically arrive on Fridays. On average, the time between a transaction and a deposit is 8 days. SuccessFund does not invest or utilize your funds in any way.
Campaign organizers can view the status of the funds at any time. From your campaign page, click Results, then Switch Report, to Payouts.
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