Manage money for Giving Groups attached to Campaigns

Donors can create a Giving Group in support of a Campaign. When a Giving Group is linked to your Campaign, all of the funds raised will be included in the total displayed on the Campaign page.

Who manages money raised by Giving Groups?

Before sharing your Campaign, it’s important to decide who controls the funds raised by Giving Groups linked to your Campaign. You can choose between Campaign admins and Giving Group admins.

Campaign admins

With this option, all funds raised by supporting Giving Groups are immediately sent to the Campaign. These funds will be captured in the total raised on the Campaign’s front page, and will also be available in the Campaign’s balance for the Campaign admin to send when and where they choose.

Choose this option when the supporting Giving Groups and Campaign are supporting the same charity, or when the Giving Groups are comfortable with the funds they raise being sent away at the discretion of the Campaign admin. 

Giving Group admins

In this case, the Giving Group admins are able to send the funds raised when and where they choose. The funds raised are captured in the Campaign’s total, but won’t be included in the Campaign’s available balance unless the Giving Group admin sends the funds to the Campaign.

Choose this option for Campaigns supporting a general cause. Giving Group admins are then free to choose any charity they think supports that cause best.

To choose Campaign admins or Giving Group admins, follow these steps:

1. Select your Impact Account on the Home screen.
2. Select Giving Groups & Campaigns in the left navigation.
3. Select the Campaigns tab.
4. Find the Campaign you want to edit and select the pencil icon in the top-right corner.  You’ll be taken to the Campaign Basics page.
5. Under Money Settings, there are two options: Campaign Admins & Giving Group Admins. 
6. Choose one option and select Save Changes.

What happens if I change my mind?

You choose another option that works better for you at any time. If funds have already been raised, there are two important considerations:

• Changing from Campaign admins to Giving Group admins: Any of the funds sent automatically from a Giving Group to Campaign when funds were managed by the Campaign admin may have already been sent to charity. Get in touch with us at hello@charitableimpact.com if you need more information. 
• Changing from Giving Group admins to Campaign admins: Any of the funds raised by Giving Groups before funds were managed by the Campaign admin will need to be manually sent over to the Campaign in order to be available in the Campaign balance.