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Foundation
Foundation

Foundation

Foundation is GreekManage’s fundraising module: campaigns, public donate pages, donor CRM, and reporting.

New to Foundation? Start with the Foundation admin onboarding — it walks you from Stripe credentials → first campaign → first test donation in about 30 minutes.

Going deep? Once Foundation is wired up, the per-surface deep dives expand on each area: Settings · Campaigns · Donations & donors · Recurring pledges · Tax receipts · Bulletins · Stripe webhooks

Opening the Foundation pages

The Foundation pages live in the organization workspace, at addresses starting /org/foundation. National admins with a Foundation role reach them from the Foundation group in their sidebar.

Foundation Admins and Foundation Editors are usually chapter members or regional admins, whose own sidebars do not list Donations, Donors, Pledges, Reports or Foundation Settings. Open the Foundation pages from the account menu instead: click your name at the top right, then Foundation admin.

  • A Foundation Admin lands on the Foundation Dashboard. The Foundation group in the sidebar lists the other pages: Campaigns, Donations, Pledges, Donors, Reports and Foundation Settings.
  • A Foundation Editor lands on Foundation Settings, where funds are managed. Editors also have Campaigns.

The item appears only to Foundation Admins and Editors, and only while the Foundation module is on. The rest of that sidebar belongs to the organization workspace, and many of its pages are for national admins. To return to your chapter or region, use your browser’s Back button.

Configure Foundation

Org → Foundation → Settings.

Set:

  • Foundation name (often distinct from the org — “X Educational Foundation”)
  • EIN / 501(c)(3) tax ID
  • Mailing address for donor receipts
  • Payment processor — usually a separate Stripe account from dues, since foundation funds are tax-deductible
  • Branding — logo, colors for donation pages

Create a campaign

A campaign is a fundraising effort with a goal, timeline, and public page.

  1. Open Org → Foundation → Campaigns → New campaign.
  2. Set:
    • Name (e.g., “Annual Fund 2026”)
    • Slug — used in the public URL
    • Goal amount
    • Start and end dates
    • Public description (markdown supported)
    • Hero image
    • Suggested donation amounts (e.g., $25, $50, $100, $500)
    • Allow recurring donations — yes/no, monthly or annually
  3. Click Publish.

Your public donate URL: https://[your-domain]/donate/[foundation-id]/[campaign-slug]

Campaign creation form. Campaign creation form.

Public campaign page

The public page renders:

  • Campaign name, description, hero image
  • Live progress bar toward the goal
  • Suggested amounts as buttons
  • Custom amount field
  • Donor information form (name, email, address)
  • Optional fields: dedication (“In honor of…”), employer match info, anonymous toggle

Donors can:

  • Pay with card, Apple Pay, Google Pay, or ACH
  • Set up recurring donations
  • Get an immediate emailed receipt

Donations dashboard

Org → Foundation → Donations.

Filter and export:

  • By campaign
  • By donor
  • By date range
  • By amount range
  • By status (Successful, Pending, Refunded)

Each donation row links to:

  • The donor profile
  • The campaign
  • The Stripe transaction
  • The receipt

Donor CRM

Org → Foundation → Donors.

Each donor has a profile:

  • Lifetime giving total
  • Recent donations (full history)
  • Recurring status
  • Custom notes (private to admins)
  • Tags (Major Donor, Alumni, Board Member, etc.)

You can:

  • Send thank-you messages from the donor profile
  • Issue refunds
  • Tag and segment for outreach

Bulletins on campaigns

Post updates to the public campaign page:

  1. Open the campaign.
  2. Click Bulletins → New bulletin.
  3. Add an update (“We just hit 50% of our goal!”).
  4. Publish.

Bulletins appear inline on the public page, building urgency and showing momentum.

Reports

Org → Foundation → Reports:

  • Campaign performance (goal vs. raised, % to goal, days remaining)
  • Donor retention (year-over-year)
  • Top donors
  • Recurring donor health
  • Geographic breakdown (by donor address)
  • Year-end summary (for annual reports)

Export to CSV, XLSX, or PDF.

Tax receipts

GreekManage generates IRS-compliant donation receipts automatically:

  • Single-donation receipts emailed at time of donation
  • Annual statements emailed in January (recipient summary for prior year)

You can customize the receipt template in Foundation → Settings → Receipt template.

Tips

  • Pilot a small campaign first. Test the public flow with a $5 donation from yourself before launching the big one.
  • Use bulletins for momentum. A campaign that “hit 50%” feels different than one stalled at 47%.
  • Tag aggressively. A well-tagged donor list makes year-end outreach 10× more efficient.

Related

Last verified against v0.62.1 (2026-05-10).

Foundation settings