Assigning a Beneficiary

Raising money for someone else’s cause is easy!

When you set up a Campaign you will be given the option to choose if you are going to Self-Manage the funds or if it is being raised For Someone Else. Depending on if you want to handle the campaign and the money, or you only want to get the campaign going, then hand it off so they can get the fund directly. 

Go to My Campaigns, when you choose the For Someone Else option at campaign setup, an additional button and option will be made available under the campaign you create.  Clicking the Invite a Beneficiary button will take you to a form to assign the beneficiary.

In order to assign a beneficiary, you will need their first and last name, along with their email address. Once you have submitted the form an email will be sent to the person to accept or decline. If they accept, they will have full access to the campaign and the ability to withdraw the funds.

It is that easy!

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