Creating Fundraising Events
Creating fundraising events in Cvent can be complicated. Even if you've created hundreds of Cvent events previously and are an expert user, there are specific requirements you must follow in order to build and launch a fundraising event. Why the difference? Fundraising events involve multiple CU departments including your own, System Advancement, the CU Foundation, and the Office of the University Controller. You'll work together with representatives from these teams to ensure that you meet requirements associated with tax deductibility, fair market value, and gift reporting. It's worth learning about the steps required in advance to save you time (and to save your event attendees confusion) before you get started.
Start Early to Ensure SuccessGiven the complexity of configuring fundraising events in Cvent and the number of teams involved, be sure to start planning AT LEAST THREE TO FOUR WEEKS before you plan to launch your registration form to ensure success.
We've created an info sheet you can download that outlines the basics of each step in the process. We're also including context for each of those steps below to help you understand what they mean and why they are so important to follow.
Step 1: Connect
Step 2: Build
NEW: When creating your registration form, you are required to include a registration question regarding gift receipts for companies and where gift credit should be issued. Once the question has been added, it needs to be marked as required. This allows the CU Foundation to determine who receives credit for the donation (for example, a company rather than an individual). Details are available in the Cvent Donation Guide.