CharityFundraiser EC Academy

Run a Sold-Out Gala or Golf Tournament

Short, step-by-step video lessons that walk event chairs and nonprofit teams through every stage — from first setup to final tax receipts. Free, self-paced, and built around the CharityFundraiser platform.

24 lessons0 ready to watch

1 · Set up

Coming soon

Create your gala event

Spin up your gala in minutes with the guided wizard — no blank page.

  • Open the New Event wizard and choose the Gala template.
  • Set the date, venue, and a goal amount.
  • Upload your logo and pick brand colors — they flow to every page and receipt.
  • Save. Your public event page is live instantly.
Coming soon

Tickets, tables & seating

Sell individual seats, couples, and sponsor tables — and let sponsors fill their own guest lists.

  • Add ticket types (individual, couple, table of 10) with prices and an FMV per ticket.
  • Enable sponsor tables so a sponsor can self-serve their guest list.
  • Turn on a custom registration form to collect meal/dietary choices.
  • Set min/max quantity per order if needed.
Coming soon

Sponsorship packages

Publish sponsor tiers with logos and benefits, and track who's committed.

  • Create tiers (Presenting, Gold, Silver) with price and benefits.
  • Share the sponsorship page link or send the Sponsorship Playbook PDF.
  • Mark commitments and upload sponsor logos for recognition.
Coming soon

Build your auction & procurement

Solicit, catalog, and price silent + live auction items — including no-risk travel packages.

  • Add items with photos, fair-market value, and starting bid.
  • Use the Auction Package marketplace for no-risk consignment travel/experiences.
  • Group items into silent vs. live, and let AI suggest smart starting prices.

2 · Promote & sell

Coming soon

Share your event page

Get the word out with branded links, QR codes, and an installable app.

  • Copy your event page link and QR code.
  • Add the 'Add to phone' QR to printed programs so guests install the app.
  • Drop the embed widget on your existing website.
Coming soon

Text-to-Give & email

Launch a keyword giving campaign and an email blast to your list.

  • Create a Text-to-Give keyword (e.g. GALA to your number).
  • Draft an email campaign — use AI to write the copy.
  • Schedule a save-the-date and a day-before reminder.

3 · Event night

Coming soon

Check-in & QR badges

Admit guests fast with QR scanning and assign paddle numbers.

  • Print Avery 5163 QR badges or use phone passes.
  • Scan guests at the door to check them in and assign paddles.
  • Use Event-Day Mode to keep volunteers focused.
Coming soon

Train & gate your volunteers

Assign short role videos and require them before volunteers can run tools.

  • Assign required training videos per role (cashier, check-in, scanner).
  • Turn on 'require training' for the event.
  • Watch the readiness roster — volunteers are blocked from POS/scanner until trained.
Coming soon

Record the auctioneer (dispute protection)

Rig a wireless mic to a recording device and capture the live auction & paddle raise.

  • Connect a wireless mic (lavalier or sound-board feed) to a laptop, tablet, or phone.
  • Open the Recording Station and tap Test mic.
  • Run a short test recording BEFORE the live auction starts.
  • Press record at the start of the live auction and paddle raise.
Coming soon

Fund-a-Need, POS & the tab

Run the paddle raise on the big screen and let guests buy on a single running tab.

  • Launch the Fund-a-Need paddle raise on the scoreboard.
  • Volunteers ring up drinks, raffle, wine pull at the POS — all to the guest's tab.
  • Nothing is charged until settlement at the end of the night.

4 · Wrap-up

Coming soon

Settle tabs & get paid

Close out every tab and send funds straight to your bank via Stripe.

  • Guests settle their tab on-screen (or staff settle cash/check).
  • Receipts email automatically; guests can also print or download.
  • Funds flow to your bank through Stripe Connect — no waiting on the platform.
Coming soon

Receipts & year-end tax statements

Issue IRS-compliant receipts now and consolidated year-end statements in January.

  • Confirm FMV is set so deductible amounts are correct.
  • Send the auto-generated year-end consolidated statements (with soft-credits).
  • Export for your accountant or QuickBooks.
Coming soon

Reports & thank-yous

See exactly what you raised and send personal thank-yous that retain donors.

  • Review the event dashboard: gross, net, by-channel, top donors.
  • Record personal video thank-yous and send them from the CRM.
  • Launch the 3-touch re-engagement cadence to renew next year.

Ready to run your event?

Everything in these lessons is built into CharityFundraiser — free to start, just a flat 2% donors can cover.

Start free at CharityFundraiser
See all our demo videos →

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