Campaign Finance Recordkeeping
Filing deadlines don't move. Every gift is checked against the donor's limit as it comes in, a checklist shows what's missing before the period closes, and the Schedule A file your treasurer needs is one download, not a week of cleanup.
Contribution Detail, Captured at Entry
Records That Stay Export-Ready
Donor identity, employer and occupation, committee, donation account, and batch number are captured with the gift the day it comes in. Nothing gets bolted on at quarter end.
Limits Checked as Gifts Come In
Set the limit once per donation account. Every gift after that is checked against the donor's total for the election, cycle, or year, and anything over lands on a list to resolve, with the date it has to be resolved by.
Find the Gaps Before the Filing
The pre-filing checklist counts what still needs work: over-limit gifts, itemized donors missing employer, occupation, address, or full name, gifts with no election, gifts from organizations, and more than $100 in cash from one donor. The treasurer gets names to chase instead of a surprise in the filing.
What Happens to a Gift After It's Entered
Fundraising Analytics
Total raised against goal, gifts and pledges recorded, and totals per campaign. Narrow the financial report to a payment method, a batch, or a date range and the total recalculates for that cut. Run it for two date ranges to see whether the last mailer moved anything.
Processor Imports With a Back-Out Trail
Import WinRed and ActBlue exports by CSV, or take Anedot gifts in over a webhook as they're processed. Every imported transaction keeps its import reference. One that came in wrong can be backed out, and restored later, rather than deleted, and the totals exclude it while it's out.
Who Entered Each Gift, and When
Every contribution records who entered it and when, with batch numbers and import references for reconciliation. Backed-out transactions keep their history instead of disappearing. The audit log under Settings shows who added, changed, or deleted a donation or batch, ran an import, or exported data.
Donor Detail Capture
Employer and occupation sit on the contact and travel with every contribution, alongside address, committee, and donation account, and cumulative giving shows on the contact record. When an itemized donor is missing either one, send a best-efforts request from the Compliance tab. It goes out like any one-to-one email and is logged on the contact.
Contribution Limit Checks
Limits are set per donation account: per election, per two-year cycle, per calendar year, or overall, with a separate limit for organizations. Gifts carry an election designation, and an undesignated one counts toward the next election. Hand-entered, imported, webhook, and API gifts are all checked. An over-limit gift is never rejected; it's flagged to redesignate, refund, or mark reviewed.
Host and Bundler Credit
Credit a gift to the host who brought it in, or split it between co-hosts. Each host gets a tracked link to your WinRed, ActBlue, or Anedot page, and gifts that come back with the code are credited on their own. Reports > Hosts ranks hosts by what they raised against what they committed, and flags registered lobbyists whose bundled gifts pass the FEC's Form 3L threshold.
Schedule A and Period Exports
Export a period's itemized donations as a CSV in FEC Schedule A columns for your filing software, or filter by date range, campaign, amount, payment method, or batch number and export to Excel or PDF. The REST API returns the same rows if your filing vendor wants a feed. FundraiserMax doesn't file the report for you.
Your Records Against the FEC
Sync the receipts your committee reported to the FEC and see what's missing from your records, which amounts differ, and which recorded gifts should be itemized but aren't there. Import what's missing as donations marked FEC; the next sync shows them as imported, and any one can be backed out.
Who Owns the Filing
Campaign treasurers
Reconcile a batch of event checks the week before a quarterly deadline, clear the pre-filing checklist, and export Schedule A with batch numbers, donor identity, and employer details already on each contribution record.
Finance consultants
File for several committees each period by pulling each client's filtered contribution export instead of rebuilding a spreadsheet from bank statements.
Finance directors
Check the goal dashboard and the host leaderboard each morning, and send best-efforts requests to donors still missing employer or occupation, with days to cure the gaps rather than the night before the filing.
PAC administrators
Check each gift against a calendar-year limit, track cumulative giving per donor across the whole file, and back out an imported gift that came in wrong, with a record of who entered every transaction and when.
Frequently Asked Questions
What is campaign finance software?
Campaign finance software keeps contribution records in the shape a treasurer needs: donor identity, employer and occupation for itemized reporting, committee and donation account attribution, batch numbers, and clean period exports. FundraiserMax builds that recordkeeping into its fundraising CRM, checks each gift against the donor's contribution limit, and exports itemized receipts in FEC Schedule A columns. Contribution detail sits on the same records as your donor data.
What donor information does FundraiserMax capture for itemized reporting?
Employer and occupation are stored on the contact and carried alongside every contribution, together with address, committee, and donation account. Once a donor passes the itemization threshold ($200 by default), the pre-filing checklist on Financials > Compliance lists anyone still missing an employer, occupation, mailing address, or full name, and you can email them a best-efforts request from the same screen. Each request is logged on the contact.
Does FundraiserMax check contribution limits?
Yes. Set a per-donor limit on each donation account (per election, per two-year cycle, per calendar year, or overall), with a separate limit for organizations if you need one. Every gift is checked against the donor's total for that period, whether it's typed in, imported from a CSV, imported from WinRed or ActBlue, received by webhook, or posted through the API. The donation form shows what the donor has given so far and how much room is left. It never blocks a save, because the money may already be in hand. An over-limit gift goes on the Compliance tab with a resolve-by date 60 days out, where you redesignate the excess to another election, record a refund, or mark it reviewed with a note.
Are campaign finance features included on every plan?
There's one plan, and it includes contribution recordkeeping, limit checks, the Schedule A export, financial reporting, contact management, and analytics. Campaign finance is never a separate tier or module. Pricing is $40 per user per month or $425 per user per year, with unlimited contacts. The only usage charges are phone numbers, marketing email volume, and optional email validation, all published on the pricing page.
Can I export campaign finance data for filing?
Yes. Financials > Compliance exports the itemized donations for a period as a CSV with FEC Schedule A column names, with conduit gifts from ActBlue or WinRed named in the memo and redesignations carrying their memo entries. Your treasurer reviews it and brings it into the filing software. Excel and PDF exports filtered by campaign, date range, amount, payment method, or batch number are there too, and the REST API returns the same records. FundraiserMax doesn't file with the FEC or a state, and it doesn't write .fec files or state filing formats.
Can I check my records against what my committee reported to the FEC?
Yes. Connect your committee under Data > Integrations > FEC and sync. FundraiserMax reads the receipts your committee reported, lists the ones that aren't in your records and the ones whose amounts differ, and lists recorded gifts that should be itemized but don't appear. Import the missing receipts as donations marked with FEC as the source; each can be backed out, and the next sync shows them as imported. The FEC publishes receipts after a report is processed, so the newest gifts appear after your next filing.
Can I try the campaign finance tools before buying?
The 7-day trial covers it. Your treasurer can import contribution data via CSV, set the limits, work the pre-filing checklist, and pull a Schedule A export before committing to a plan. A card is collected at signup but not charged until day 8. Contribution tracking and reporting work in full during the trial; sending marketing email and buying a phone number wait for a paid plan.
File on time, every quarter.
Import your contribution records via CSV, set your limits, and pull a Schedule A export before the trial ends.Contribution recordkeeping is usually the expensive module. Here it's included with every seat.