Fundraising Overview

Fundraising lets you add a public goal, progress display, and donation count to a Donation plan. It is designed for campaigns, drives, nonprofit appeals, community projects, memorial funds, and similar fundraising efforts.

Overview

Fundraising lets you add a public goal, progress display, and donation count to a Donation plan. It is designed for campaigns, drives, nonprofit appeals, community projects, memorial funds, and similar fundraising efforts.

Requirements

  • Donation plan.
  • Fundraising enabled on that plan.
  • Goal amount configured.
  • Page containing the plan shortcode.

Steps

  1. Create or open a Donation plan.
  2. Enable Fundraising Goal.
  3. Enter a goal amount.
  4. Choose which campaign metrics to display.
  5. Save the plan.
  6. Place the shortcode on a public page.
  7. Run a test donation.

Expected Result

The page displays a fundraising summary and donation controls. After donations, metrics update using PayPress campaign snapshots and REST hydration.

Important Notes

Fundraising is not a separate payment type. It reuses Donation plans, Orders, Refunds, Payment Forms, receipts, and checkout validation.

Troubleshooting

If metrics do not update for logged-out visitors, check whether REST requests are blocked by caching, security, or firewall rules. If donations are closed unexpectedly, review end date settings.

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