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As Project Manager for a Children’s Rights Advocacy group, my team was tasked with creating a Project Plan to outline best practices for successful fundraising for this new nonprofit.

The Project Plan incorporates a calendar of related events, a sched ule for planning two annual fundraising events and social media integration. Recommended Fundraising tools include a Custom Relationship Management (CRM) tool and Email List Management service which meet the business requirements of the organization. A comprehensive comparative analysis lead us to the conclusion that the best CRM for the client is Bitrix24 which integrates with MailChimp which integrates with PayPal Pro or PayPal Business.

The steps for setting up a Recurring Donation Request form might seem formidable to someone who has limited experience with website service configurations, but are’t overly complex, and just require carefully following the provided instructions.

Summary Tasks

  1. Setup PayPal Business Account
  2. Setup Bitrix24 Account
  3. Setup MailChimp Account
  4. Create a MailChimp Campaign
  5. Create a MailChimp List
  6. Create a PayPal Recurring Donation Button
  7. Learn to Use PayPal with MailChimp

Below is an example of a PayPal Subscription form modified to be used as a Recurring Donation form.

How many times would you like this to recur? (including this payment)
When would you like this donation to recur?
Enter your Donation Amount