Other Functional Requirements

Beyond core donation processing and constituent communications, a robust digital fundraising platform must support additional functional areas that are vital for diversified donor engagement and operational efficiency. This section outlines essential capabilities for peer-to-peer (P2P) fundraising, event registration, advocacy and lead generation, and offline gift handling. These features extend the platform’s impact and align with a variety of fundraising strategies across channels.

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🤝 Peer-to-Peer Fundraising

The platform must include tools or integrations that enable flexible and powerful peer-to-peer fundraising functionality. This allows individuals and teams to create campaigns and raise funds on behalf of the organization.

Key requirements include:

• No-code tools for ministry administrators to configure and manage branded fundraising pages
  
  
• Clear project, fundraiser, and team page UI with editable content, media, goals, and countdowns
  
  
• Ability for donors to opt in or out of public recognition features like leaderboards
  
  
• Search functions for locating specific fundraisers or teams
  
  
• Team and sub-team creation and management with visibility into fundraising progress
  
  
• Reporting across project, team, and fundraiser levels with CRM data integration
  
  
• Ability to log P2P-related donor activity in a CRM-aligned structure
  
  
• P2P donor portal visibility and clarification if separate from the main donor portal
  
  

“Our campus team needs to spin up branded pages for each student fundraiser and track their progress in real-time — without IT involvement.”

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🎟️ Event Registration

The platform should include native tools or integrations for managing event registration, especially for events involving minors or family groups.

Key requirements include:

• Support for registering minors under a parent account while capturing individual details
  
  
• Triggered forms for collecting additional registrant information
  
  
• Optional integration with CRM or third-party event tools
  
  

“We want to ensure that when a parent registers for camp, we capture essential information for each attending child.”

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📢 Advocacy & Lead Generation

Advocacy and lead generation are important outreach strategies that often lead to long-term engagement and donor conversion.

Key requirements include:

• Easy creation of landing pages for petitions, policy actions, and surveys
  
  
• Editable forms for campaigns, with clear calls to action
  
  
• Secure sharing of supporter data with external partners or agencies
  
  
• Share functionality for forms and petitions (social media, email, QR code)
  
  
• Option to consolidate constituent engagement data across advocacy and fundraising activities
  
  

“When supporters sign our petition, we want them to be able to immediately share it with friends and opt-in to ongoing updates.”

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📨 Offline Gift Management

The platform must support the capture and management of offline donations received through various channels.

Key requirements include:

• Manual entry workflows for gifts received by phone, mail, or in-person
  
  
• Bulk import tools for aggregators like Facebook Giving
  
  
• Staff visibility into offline giving, including designation to P2P campaigns or teams
  
  
• Flexibility to credit third-party processors and individual donors based on limited data
  
  
• Ability to push or sync offline data to the CRM
  
  

“Our call center logs hundreds of offline donations each month. We need a system that lets us track these efficiently and tie them to the right campaigns.”

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