How To Create a Peer-to-Peer Fundraising Toolkit

Jesper Juul Jensen
Min to read

Peer-to-peer fundraising is a great way to raise money for your organization. Especially if you are running P2P fundraising campaigns and events, you will want to ensure your fundraisers are helped in their endeavour. In this post, we’ll walk through how to create a fundraising toolkit that will help you achieve your campaign goal.

Why you should create a peer-to-peer fundraising toolkit

A toolkit will help you have a successful campaign. It will also help your fundraisers be successful, which means they’ll be happier and more motivated to continue fundraising for your cause.

A toolkit can lessen the number of information requests from fundraisers, saving you time - time which you can spend on other initiatives that will help your campaign succeed.

We know from our data analysis that small changes can significantly affect the final fundraising results. Making sure your fundraisers are well equipped and knowledgable in how to share their page might tip your campaign from failure to success.

Include a fundraising page template

This section is where you’ll create a fundraising page template, and often a few lines of tips and tricks will do. If you include a template, you can simply create a dummy fundraiser and then screenshot it for the guide.

A few pieces of crucial advice should always be front and centre. It's essential that the main description of any P2P fundraising page is personal and doesn't sound like generic templates or fillers—the text needs to be personal.

The image should also be personally identifiable to donors—a key reason for them to consider donating is because of their personal relationship with the fundraiser.

If you are using BetterNow, then the software will take care of most of this. Fundraisers will get personalized recommendations in the fundraising tools section. These are made by a fundraising machine-learning algorithm, ensuring that the fundraiser gets the most relevant advice about how to set up their fundraising page (and much more)

Create a guide for sharing on social media

The first thing you'll want to do is create a guide, or "cheat sheet," for sharing P2P fundraising pages on social media. Your supporters can use this guide to create text for their posts and tweets, as well as use the images that will accompany these posts

 The social media guide  should include:

  • A list of the most relevant social media platforms to the campaign's target audience and how they work. You can assume that your fundraisers are familiar with these basics, but if your organization has specific instructions for each platform (like which hashtags to use), make sure those instructions are included too!
  • Examples of what the fundraiser can post and share about their campaign. Be sure to include facts related to your causes that can be used in posts, as well as links back to more information on the campaign website.
  • Pre-written examples of texts and images that go hand in hand. These can be made as templates where the fundraiser simply replaces, e.g. his or her name, a link and some other small piece before sharing it themselves. This can really make a difference for those who are short on time or have writer's block. It is all bout making fundraising as easy as possible.
  • Some prefer to record rather than write. So include some quick hints on how they can record videos using their smartphone camera (and some tips on how best to format those videos).

Add logo files and print-at-home materials

Many charities will have unique versions of their logo that fundraisers should use when creating their own materials. Make sure to include this logo here (in both print and digital formats). 

Most often, collateral will be digital today. These could be frames or icons for social media images. It could also include short video clips or templates for those recording short videos for sharing on social media.

In addition to this, you might include print-at-home collateral such as brochures, postcards, posters or even branded confetti. Whatever you think can help the fundraiser in sharing their page, both before and during an event. 

Just make sure it can be printed at home or on a standard desktop printer.

Include a P2P Fundraising FAQ

A P2P fundraising FAQ is a document that you can use to answer common questions about your organisation’s peer-to-peer fundraising campaign, as well as provide additional information on how the platform works.

This document's goal is to educate your supporters and make it easier for them to participate in your campaign.

Put yourself in the fundraiser's shoes to figure out what to include. It could be questions about the length of the campaign, what happens after it ends, questions relating to the activity or how to contact you. You might want to update the document as you get more questions from new participants and also include an online version on the campaign website.

You can also copy-paste content from the technical FAQ included on all BetterNow P2P fundraising sites, or just link for it answers to questions like “how do I edit my fundraising page?”

Add a print-at-home diploma

If you're looking for a way to thank your fundraiser for their hard work, consider adding a print-at-home diploma to their toolkit. The fundraiser can fill in their name and the final fundraised amount and then hang it on the wall next to their computer as a memory of what they have achieved.

This is a great way to show that you care about your fundraiser, and it's also an excellent opportunity for them to feel like they can share their success with others!

Already getting the diploma in the toolkit might motivate them even further, as it can help them visualise how their achievement will feel and be like.

Share the fundraising toolkit with your supporters

A P2P fundraising toolkit is only helpful in the hands of the fundraisers. This can be done by an automated email to all new fundraisers and by linking to it from your campaign website.

Sharing through emails is the most effective. You can include it in the welcome emails (and any subsequent emails) and maybe even have a mail dedicated to sharing the toolkit with the fundraiser. Also, include a link to the toolkit from your campaign site for those actively looking for one there.

And if you are using BetterNow, sharing the toolkit is all taken care of for you.

Under the project in your dashboard, just add a link to a P2P fundraising toolkit. When done:

  • The toolkit can be downloaded from the fundraiser tool section of each fundraiser connected to the project/campaign.
  • The link to the toolkit will be included in many of the emails being sent to the fundraisers (e.g. in the welcome email and the emails sent when the fundraising is going slow)

Read more here on how to add a fundraising toolset in your BetterNow dashboard here.


We hope you have found this article helpful and that it will help you be successful with your next P2P fundraising campaign. Let us know if you have any other ideas for what should be included. You are also welcome to request a demo on how BetterNow can help you automate your P2P fundraising.

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