Fundraising

Overview

The Fundraising page lists every campaign for the current program as large tiles. Click a tile to open the detailed view for that fundraiser — progress toward the goal, linked transactions, student totals, fee credits, and the public online pay link / QR code.

Creating a Fundraiser

Click “Add New Fundraiser”. Fill in:

• Name (required)
• Description (optional)
• Goal amount (optional)
• Start and End dates (optional)

You can edit or delete a fundraiser later from the main page. Deleting a fundraiser unlinks its transactions; it does not delete the transactions themselves.

Fundraiser Detail Page

Click any fundraiser tile to open its detail view.

Stats Cards

• Raised (credits) — total money brought in
• Expenses (debits) — money spent related to the campaign
• Net
• Goal — and how much is still remaining (if a goal was set)

Progress Bar

When a goal is set, a visual progress bar shows how close the campaign is to the target. Progress is based on net (raised − expenses).

Student Fundraising Totals

Any deposit that was attributed to a student appears here with the amount raised and number of transactions. From this table you can quickly apply a fee credit to that student.

Apply Fee Credit

Select a student and a credit template (fixed or variable). This creates or updates a credit on the student’s fee balance. Applying a credit does not change the original deposit; it only affects the student’s balance.

Linked Transactions

All transactions currently linked to this fundraiser are listed with date, account, payee/payer, amount, attributed student, category, and memo. You can unlink any transaction.

Link Existing Transactions

Select unlinked deposits or expenses from the program’s accounts and link them to the fundraiser in bulk.

Online Pay Link & QR Code

Each fundraiser can have a public payment page so parents and supporters can pay by card without logging in.

Requirements

Stripe Connect must be set up and ready for the program (connected account + deposit ledger account) on the Online Payments page under Finances & Travel. If Connect is not ready, the pay link cannot accept payments.

Enabling the Pay Link

On the fundraiser detail page, open the Online pay link section and:

• Turn Enable public pay link on
• (Optional) Choose an income category for the Stripe credits
• (Optional) Set a default amount that appears on the public pay page
• Save

FireSafe generates a unique token URL. You can regenerate the token at any time (the old link will stop working).

Sharing the Link & QR

• Copy link — paste into email, text, social media, or a website
• QR code — copy the image or download it for flyers, posters, and handouts

What Parents See

The public page shows the school/program, fundraiser name, description, and an amount field (with optional default and quick preset buttons). They pay securely through Stripe. A small online convenience fee may be added at checkout so the program receives the full gift amount.

Recording Fundraiser Deposits (Manual)

You can still record money through the Accounts page:

1. Open the appropriate account and click Add Transaction.
2. Check “This payment is for a fundraiser”.
3. Select the fundraiser.
4. Optionally choose a student so the amount is attributed to them.
5. Save the transaction.

You can also link existing transactions later from the fundraiser detail page.