Set up Sponsorship

• Catalog name (required) — The name your team uses to find the catalog in the Dashboard, exports, and CRM integrations. Supporters won’t see it.
• Catalog code (optional) — A short code for your reports, if your organization uses codes to track fundraising across teams. Supporters won’t see it.
• Title (optional) — The name supporters will see at the top of the catalog on your website. Up to 60 characters.
• Description (optional) — The text supporters will see below the title, for example about your program. Up to 256 characters.

Recurring upsell in the cart adds an offer to the cart that invites a supporter to give monthly instead of once. It’s selected by default.

• Primary color — The color of the Add to cart and Complete giving buttons.
• Button label color — The text color on the Add to cart and Complete giving buttons.
• Button border radius — The corner style of profiles and buttons: Rounded, Rectangle, or Pill.

The cart button stays visible as supporters scroll. If a fixed header on your website covers it, you can move the button down:

1. Select Adjust desktop button position, Adjust mobile button position, or both.
2. In each Top spacing field, enter the distance in pixels from the top of the screen.
3. Click Save changes.

• Default Checkout currency — The currency supporters will see when they open the catalog.
• Allow supporters to choose their Checkout currency — Lets supporters switch to a different currency.
• Automatically detect each supporter’s default currency using their geolocation — Shows each supporter the currency of their location. We recommend it.

The currency applies to the whole cart, not to each sponsorship separately.

Supporters can add an amount to their donation that covers the fees for processing it. Choose how to offer this:

• Adaptive coverage (recommended) — AI decides for each supporter whether to preselect the option.
• Preselected coverage — The option is selected by default, and supporters can clear it.
• Opt-in coverage — Supporters need to select the option themselves.
• Mandatory coverage — The fees are always added, and supporters can’t opt out. This can lower the number of completed donations.
• Disabled coverage — Supporters won’t see the option, and your organization will cover the fees. This can lower revenue.

Supporters can dedicate their donation in honor or in memory of someone. To let them, select Enable tribute. To make the name field stand out, you can also select Highlight the tributee name field in checkout.

Under Delivery methods, choose how supporters can notify the person they dedicate the donation to:

• By email
• By postal mail — Your organization will need to send the cards.

Under Tribute cards, you can select:

• Allow supporters to show donation amount — The amount is hidden by default, and supporters can choose to show it.
• Allow supporters to select an email card image — Supporters can choose an image from your collections. Select the collections they can choose from. To manage the images, go to Settings > Tributes.

A tribute applies to the whole cart, not to each sponsorship separately.

Select Enable comment to let supporters add a personal note to their donation, for example why they chose to give. You can export comments or send them to your CRM.

Under Collecting information, choose what to ask supporters for:

• Phone number — You can select Make it required. To tell supporters how you’ll contact them, select Show legal text and edit the default text if needed.
• Mailing address — To ask for an address only for larger donations, enter a Minimum amount to ask. You can also select Make it required and enter a Minimum amount to require.

Required fields can lower the number of completed donations. We recommend keeping them optional, or requiring them only for larger donations.

Under Supporter options, you can select:

• Allow anonymous donations — Supporters can hide their name from public view. Your organization will still see it in the Dashboard.
• Allow donations on behalf of organizations — Supporters can give credit to a company, club, or other organization.

Choose how you ask supporters for permission to contact them:

• No consent — Supporters won’t be asked.
• General consent — One checkbox for all channels. You can add a Checkbox text, a link to your privacy policy, and Additional info.
• Customized consent — Supporters choose channels separately: email, SMS, phone calls, postal mail, and social media. You can add Consent details.

To ask only where the law requires consent, select Show only in regions requiring explicit consent. The Collection method setting controls how supporters give consent: Explicit opt-in, Pre-checked opt-in, or Auto opt-in.

Select Prompt supporters to accept your terms to add a checkbox supporters must select before they donate. You can preselect the checkbox, but check that this complies with your local regulations.

Categories group the profiles in a catalog, for example by program or region, so supporters can filter them. You can also show a category only on certain pages of your website.

To add categories:

1. Select Enable categories.
2. Click Add new category and fill in the Name. Supporters will see this name in the filter. Up to 30 characters.
3. (Optional) To show the category only on certain pages, select Show this category on specific page URLs and add up to 20 addresses under Page URLs. You can use * as a wildcard, for example https://example.org/children/*.
4. Click Add category.

To change the order of categories, drag them by the six-dot icon (⋮⋮). Supporters will see them in the same order.

Donation matching adds an extra amount on top of a supporter’s donation, for example from a corporate partner. Fundraise Up doesn’t arrange the matching funds.

Select Enable donation matching and choose how it applies:

• For all gifts — One ratio for every profile and gift in the catalog.
• For a specific gift — You turn matching on and choose a ratio in the editor of each profile or gift.

Then set the details:

• Match ratio (For all gifts only) — With 1:1, a $10 donation is matched with another $10. Ratios range from 2:1 to 1:10.
• Start date (required) — When matching begins.
• Set end date (optional) — The last day donations can be matched.
• Set matching limit (optional) — The total amount available for matching, at least $100 or the equivalent.

Matching applies to one-time donations and to the first payment of a recurring donation. Later payments won’t be matched.

Gift Aid lets UK charities claim back basic-rate tax on donations from UK taxpayers. This section appears only if your organization is based in the UK.

To offer it, select Enable Gift Aid. You can add your own legal text or keep the default one.

Badges are colored labels on the profiles in your catalog. They help supporters notice what you want to highlight. To use badges, select Enable badges. You can then assign one badge to each profile in its editor.

System badges are predefined by Fundraise Up:

You can also create custom badges with your own name and color. Custom badges can’t be edited or deleted after you create them.

If you select Enable automatic badges, Fundraise Up will add Most viewed and New badges based on activity in the catalog. Automatic badges replace the badge you assigned for as long as they apply.

Select Enable questions to ask supporters additional questions after they donate, for example how they heard about your organization. You can choose existing questions or create new ones.

Custom fields let you add tracking parameters to the catalog, so you can see in reports where donations came from. To add one, click Add field and fill in the Name. You can also add a Default value.

If you serve supporters in several languages, you can choose the languages of the catalog. Only languages enabled in Settings > Localization are available.

1. Click Languages and select the languages you need.
2. Choose whether to show the interface in all account languages or only in the catalog languages.

You can then translate the catalog title and description, consent and legal texts, custom badge names, and the species, cities, and shelters you add to animal profiles.