Plan the guests, the budget, and the evening.
Plan fundraisers, private dinners, milestone parties, and community events with details and templates that fit each event.
Collect event details
Question 3
Is this a fundraising event?Yes or noRequiredQuestion 4
What is your fundraising goal?NumberTwenty weeks of tasks, dated from the event.
Apply the Fundraiser or community event timeline and its 22 tasks are dated back from the event: the goal and budget first, then the venue, permits and sponsors, through the thank-yous after.
Task templates
22 tasks added.
Planning checklist 22 open
Sponsors, speakers and volunteers, in groups you name.
Add the people around the event with their role, a group of your own, their responsibilities and whether they can sign in to the portal. Guests can belong to households, and each household gets one invitation link to reply on.
Clients & collaborators
Also here: the run of show with private planner notes the client never sees, the budget, vendors, the guest list with meals, and an agreement starter written for donors, volunteers and funds raised.
One brief that changes with the answer.
Start from the Social and nonprofit event brief. Its fundraising questions show only when the client says the event raises money, and you see which answers came from a conditional question when you review them.