REACH allows you to create Projects for the ongoing initiatives, programs, and fundraising needs your organization supports. A Project can include a fundraising goal, donation levels, photos, a description, project leaders, custom information, and more.

Projects can also be associated with Places, Campaigns, and Sponsorships, allowing you to connect a Project to other areas of your organization’s work.

Create a New Project#

To add a Project:

• Add a Title for your Project.
  • The Title is the only required field.
• Go to Projects and click + New Project.
• Add a Subtitle, if applicable.
• Add a Goal Amount, if you are fundraising for a specific goal.
• Add a Project Image.
  • We recommend a square image of approximately 900 × 900 pixels.
• Add a Cover Image.
  • We recommend an image at least 1000 pixels wide × 300 pixels tall.
• Add the Project Leader’s name, phone number, and email address, if applicable.
• Add a Web Address, if you have an additional webpage about the Project outside of REACH.
• Add a GL Code, if applicable.
• Add a Mailchimp Tag, if applicable.
• Add any Project Custom Fields you would like to display or track.
• Add Donation Levels, if desired.
• Attach the Project to one or more Places, if applicable.
• Add a Description explaining the Project and its purpose.
• Click Create Project.

Use Donation Levels for Fundraising#

Donation Levels give supporters suggested amounts they can choose when donating to a Project.

For example, a scholarship Project could offer:

• $50 – Provides school supplies
• $100 – Helps cover educational expenses
• $250 – Supports a semester of tuition
• $500 – Provides a larger scholarship contribution

Donation Levels can be configured as one-time or recurring donation amounts.

Fundraising Tip: Use Donation Levels to connect giving amounts to specific outcomes whenever possible. This helps supporters understand the impact of their contribution.

Create a Sub-Project#

Sub-Projects allow you to organize a larger initiative into smaller fundraising or program areas.

For example, a Community Development Project could have Sub-Projects for:

• Education
• Women’s Empowerment
• Clean Water
• Vocational Training

To create a Sub-Project:

1. Go to the main Projects page.
2. Find the main Project.
3. Click Actions > + Sub-Fund.
4. Complete the Project information.
5. Click Create Project.

The Sub-Project will be associated with the Parent Project and displayed as part of the Project structure.

Add Project Custom Fields#

Project Custom Fields allow you to capture additional information that isn’t included in the standard Project fields.

Common examples include:

• Estimated Completion Date
• Project Additional Information
• Program or Project status
• Other information your organization wants to track

Go to Data Setup > Custom Fields to create Project Custom Fields.

Refer to the Project Custom Fields article for more information.

Associate a Project With Other REACH Records#

Projects can be connected to other areas of REACH to help organize and display related information.

Places#

Associate a Project with one or more Places to show where the work is taking place.

This is especially useful for organizations working across multiple communities or locations.

Campaigns#

Associate a Project with a Campaign when the Project is part of a larger fundraising effort.

Sponsorships#

Projects can also be associated with Sponsorships when sponsorships are connected to a particular initiative or program.

Disable a Project#

If you do not want a Project to appear on your public Projects page, you can disable it.

When creating or editing a Project, check Disable Project.

Disabled Projects will not be displayed on the public Projects page, but the Project and its information remain available in your Admin Console.

Manage an Existing Project#

From the main Projects page, use the Actions button to manage an existing Project.

Depending on the Project, available actions include:

• Edit the Project
• Copy the Project
• Crop Images
• Add a Sub-Project
• Create a New Message
• Send a New Email to Project supporters
• Generate a QR Code
• Disable the Project

Copy a Project#

Copying a Project can save time when you have similar Projects or repeat an initiative.

After copying the Project, review and update the title, description, images, goal, donation levels, Places, and other information before making it available to supporters.

Generate a QR Code#

Use Actions > Generate QR Code to create a QR code that directs supporters to the Project’s public page.

QR codes are useful for printed fundraising materials, event signage, brochures, presentations, and social media graphics.

Organize Projects With Tags#

You can add Tags to Projects to help your organization organize and manage them internally.

For example, Tags could be used to identify:

• A Project’s assigned admin
• Priority level
• Project status
• Projects to feature in a newsletter or social media post

Project Tags can be managed through Data Setup > Tags.

Project Cover Image#

The Hero Image, or Cover Image, displayed on the main Projects page can be updated under Settings > Portal Setup > Projects for accounts using the applicable site setup.

If your organization uses Portal Templates, the appearance of individual Project pages can also be customized through the Project Portal Template.

Keep Your Project Updated#

Once your Project is created, use it as an ongoing communication and fundraising resource.

Post updates, photos, and videos to show supporters how the Project is progressing. Supporters who have donated to or followed the Project can receive notifications when new updates are posted.

From the Project’s Actions menu, you can also send an email directly to supporters who have given to that Project.

REACH Tip: A Project is most effective when it stays current. Continue adding updates and sharing progress so supporters can see the ongoing impact of their gifts.