When contributing through FundHero, FundHero may collect the contributor’s name, postal address, phone number, email address, occupation, employer, and other information. Among other Personal Information, FundHero requires a contributor’s email address when making a ...
Title: Contact’s Job Title/ Position. Click Choose File, select your CSV file, and click Next; Match the columns from your CSV to the FundHero database Optional: Add a tag; Confirm that the number of contacts to be imported is correct and then click Import Contacts; To create an individual contact in FundHero check out this article here.
Fundraising by phone is in a social grey zone; it is less intimate than an in-person fundraising ask, but far more personal than sending a letter to 10,000 of your closest friends asking them for a donation. Because of this, candidates often find any excuse to avoid the dreaded “phone time.”
Rather than printing a list out, call time can be done directly through FundHero. All the donor history and contact information is ready to go and easily viewable within the system. You can use FundHero’s smart groups to make priorities and find lapsed donors, potential follow ups, and donors who need to be thanked.
You will need the following information to set up your donation page and get it connected to your Bank Account: EIN. Name of Account Holder. Birthdate of Account Holder. The address associated with the Account. Bank Account # or Debit Card #. Routing Number. Phone Number that can receive texts.