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Checklist · Peer-to-Peer Fundraising

Peer-to-Peer Fundraising checklist — Step by Step 2026

This checklist is designed to guide startups and teams in the peer-to-peer fundraising space through a successful launch. Addressing common pain points like integration with platforms like Raisely, scaling campaigns, driving adoption, managing costs, and ensuring adequate support is crucial for success. We'll cover key steps, from initial planning to post-launch analysis.

50 checklist items 7 min read
Reviewed by Roman Trotsko & Denis TrotskoLast reviewed January 2026

Phase 01

Phase 1: Planning & Strategy

10 tasks
  • 1.1
    critical2 days

    Define Fundraising Goals

    Establish clear, measurable, achievable, relevant, and time-bound (SMART) goals for your peer-to-peer fundraising campaign using tools like Google Analytics to track progress.

  • 1.2
    critical1 day

    Identify Target Audience

    Pinpoint your ideal supporters and understand their motivations. Use platforms like Facebook Insights to analyze potential donor demographics.

  • 1.3
    critical3 days

    Select Fundraising Platform

    Choose a platform that aligns with your needs, considering factors like fees, features, and integration capabilities. Evaluate options like Classy, Givebutter, or Funraise.

  • 1.4
    high2 days

    Develop Campaign Theme & Messaging

    Craft a compelling narrative that resonates with your audience. Use A/B testing on platforms like Optimizely to refine messaging.

  • 1.5
    high1 day

    Establish Budget & Resources

    Allocate resources for marketing, platform fees, and other expenses. Consider using budgeting tools like Mint or YNAB.

  • 1.6
    medium2 days

    Outline Communication Strategy

    Plan how you'll engage with supporters before, during, and after the campaign. Schedule social media posts using Hootsuite or Buffer.

  • 1.7
    medium1 day

    Define Key Performance Indicators (KPIs)

    Determine metrics to measure campaign success, such as donation volume, average donation size, and participant engagement. Use a dashboard tool like Tableau.

  • 1.8
    low3 days

    Identify Potential Fundraisers

    Recruit individuals or teams to champion your cause. Use LinkedIn to identify and connect with potential fundraisers.

  • 1.9
    high5 days

    Set Up Compliance & Legal Requirements

    Ensure adherence to fundraising regulations and data privacy laws. Consult with legal counsel to address compliance issues.

  • 1.10
    medium1 day

    Develop a Contingency Plan

    Prepare for potential challenges and develop backup strategies. Consider scenarios like low participation or technical difficulties.

Phase 02

Phase 2: Platform Setup & Integrations

10 tasks
  • 2.1
    critical3 days

    Configure Fundraising Platform

    Set up your chosen platform, including branding, donation forms, and payment processing using Stripe or PayPal integrations.

  • 2.2
    high2 days

    Integrate with CRM

    Connect your fundraising platform with your CRM system (e.g., Salesforce, HubSpot) to manage donor data effectively.

  • 2.3
    medium2 days

    Set Up Email Marketing Automation

    Automate email communications for donor acquisition and retention using Mailchimp or Klaviyo.

  • 2.4
    critical1 day

    Configure Payment Gateway

    Ensure secure and seamless payment processing through integrations with payment gateways like Stripe or Braintree.

  • 2.5
    high1 day

    Implement Tracking & Analytics

    Integrate analytics tools like Google Analytics and Mixpanel to monitor campaign performance and user behavior.

  • 2.6
    medium2 days

    Customize Donation Pages

    Optimize donation pages for conversion with compelling content and clear calls to action. Use a platform like Unbounce.

  • 2.7
    medium1 day

    Set Up Recurring Donation Options

    Enable recurring donation options to foster long-term donor relationships. Configure these settings within your chosen platform.

  • 2.8
    critical1 day

    Test All Integrations

    Thoroughly test all integrations to ensure data flows correctly and all systems work seamlessly together. Use a testing framework like Selenium.

  • 2.9
    high1 day

    Configure Security Settings

    Implement security measures to protect donor data and prevent fraud. Enable two-factor authentication and SSL encryption.

  • 2.10
    medium1 day

    Optimize Mobile Responsiveness

    Ensure your fundraising platform and donation pages are fully responsive on mobile devices. Use Google's Mobile-Friendly Test tool.

Phase 03

Phase 3: Campaign Launch & Promotion

10 tasks
  • 3.1
    critical1 day

    Launch Campaign on Chosen Platform

    Officially launch your peer-to-peer fundraising campaign on your selected platform (e.g., Classy, Givebutter).

  • 3.2
    high2 days

    Promote on Social Media

    Share campaign details and updates across all social media channels (LinkedIn, Twitter, Facebook) using a tool like Buffer or Hootsuite.

  • 3.3
    high1 day

    Send Email Announcements

    Notify your email list of the campaign launch with compelling content and clear calls to action using Mailchimp or SendGrid.

  • 3.4
    medium3 days

    Engage Influencers

    Partner with influencers to promote your campaign to a wider audience. Use tools like BuzzSumo to identify relevant influencers.

  • 3.5
    medium2 days

    Run Targeted Ads

    Launch targeted advertising campaigns on social media and search engines. Use Google Ads and Facebook Ads Manager.

  • 3.6
    low2 days

    Issue Press Release

    Announce your campaign to the media and industry publications. Distribute your press release through PR Newswire or similar services.

  • 3.7
    highOngoing

    Monitor Campaign Performance

    Track key metrics (donations, engagement) using analytics dashboards and adjust strategies as needed. Use Google Analytics and platform-specific dashboards.

  • 3.8
    mediumOngoing

    Provide Fundraiser Support

    Offer guidance and resources to individual fundraisers to maximize their impact. Use a platform like Zendesk to manage support requests.

  • 3.9
    low3 days

    Host Launch Event (Virtual or In-Person)

    Organize an event to generate excitement and encourage participation. Use Eventbrite to manage registrations and logistics.

  • 3.10
    high1 day

    Encourage Early Donations

    Solicit early donations to build momentum and demonstrate campaign viability. Reach out to key supporters and stakeholders.

Phase 04

Phase 4: Campaign Management & Optimization

10 tasks
  • 4.1
    highOngoing

    Track Progress Against Goals

    Continuously monitor campaign progress and compare it to initial goals. Use Google Analytics to track key metrics.

  • 4.2
    medium2 days

    Optimize Donation Pages

    Refine donation page content and design based on performance data. Use A/B testing tools like Optimizely.

  • 4.3
    highWeekly

    Send Regular Updates

    Keep supporters informed about campaign progress and impact. Use email marketing tools like Mailchimp.

  • 4.4
    medium1 day

    Recognize Top Fundraisers

    Acknowledge and reward top-performing fundraisers to incentivize participation. Use a leaderboard on the fundraising platform.

  • 4.5
    highAs needed

    Address Technical Issues Promptly

    Resolve any technical issues or bugs that arise during the campaign. Use a bug tracking tool like Jira.

  • 4.6
    mediumWeekly

    Adjust Marketing Strategies

    Modify marketing tactics based on real-time data and feedback. Analyze campaign performance using Google Analytics.

  • 4.7
    lowDaily

    Monitor Social Media Sentiment

    Track public perception of the campaign on social media. Use social listening tools like Brandwatch.

  • 4.8
    mediumOngoing

    Provide Ongoing Support

    Offer continuous support to fundraisers and donors. Use a customer support platform like Zendesk.

  • 4.9
    criticalOngoing

    Ensure Data Security

    Maintain data security and privacy throughout the campaign. Comply with GDPR and other relevant regulations.

  • 4.10
    medium1 day

    Optimize for Mobile

    Ensure a seamless mobile experience for all users. Use Google's Mobile-Friendly Test tool.

Phase 05

Phase 5: Post-Campaign Analysis & Reporting

10 tasks
  • 5.1
    critical3 days

    Analyze Campaign Results

    Conduct a thorough analysis of campaign data to identify successes and areas for improvement. Use Google Analytics and platform reports.

  • 5.2
    high2 days

    Generate Comprehensive Report

    Compile a detailed report summarizing campaign performance, including key metrics and insights. Use a reporting tool like Tableau.

  • 5.3
    critical2 days

    Acknowledge Donors & Fundraisers

    Express gratitude to all donors and fundraisers for their contributions. Send personalized thank-you notes or emails.

  • 5.4
    medium2 days

    Share Impact Stories

    Highlight the impact of the funds raised through compelling stories and testimonials. Publish stories on your website and social media.

  • 5.5
    medium2 days

    Solicit Feedback

    Gather feedback from donors and fundraisers to improve future campaigns. Use survey tools like SurveyMonkey or Google Forms.

  • 5.6
    high1 day

    Update CRM Records

    Ensure all donor and fundraiser data is up-to-date in your CRM system. Use Salesforce or HubSpot.

  • 5.7
    medium3 days

    Plan for Future Campaigns

    Use insights from the analysis to inform planning for future peer-to-peer fundraising campaigns. Develop a strategic roadmap.

  • 5.8
    low1 day

    Archive Campaign Data

    Securely archive all campaign data for future reference and compliance. Use cloud storage solutions like AWS or Google Cloud.

  • 5.9
    medium1 day

    Identify Lessons Learned

    Document key lessons learned from the campaign to improve future performance. Create a knowledge base or internal wiki.

  • 5.10
    medium2 days

    Evaluate Platform Performance

    Assess the performance of your chosen fundraising platform and identify potential alternatives for future campaigns. Compare features and pricing.

Pro tips

  • Prioritize platform integrations to streamline data management and enhance donor experience. Leverage tools like Zapier to connect disparate systems.
  • Focus on automation to scale your peer-to-peer fundraising efforts efficiently. Implement automated email sequences and social media scheduling.
  • Invest in robust analytics to track campaign performance and identify areas for optimization. Utilize Google Analytics and platform-specific dashboards.
  • Ensure compliance with all relevant regulations and data privacy laws. Consult with legal counsel to address compliance issues.
  • Provide exceptional support to fundraisers and donors to foster long-term relationships. Use a customer support platform like Zendesk.

Frequently asked questions

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