Campaign Finance

Campaign Finance Hub

Filing deadlines don't move. Keep the contribution detail complete as every gift comes in, so the export your treasurer needs is a filter and a download, not a week of cleanup.

FundraiserMax Campaigns screen listing campaigns with status, progress, stats, and date columns

The Campaigns screen in FundraiserMax, where each committee's goal and progress track against recorded gifts. Real product, not a mockup.

Why Built-In Campaign Finance Matters

Records That Stay Export-Ready

Every gift carries donor identity, employer and occupation, committee, donation account, and batch number as it is entered, so the period export is a filter and a download rather than a week of cleanup.

Find the Gaps Before the Filing

Search your contribution records for gifts still missing employer or occupation and chase them down while there is still time. Run it on any date range so nothing surfaces for the first time in the filing itself.

Goal Tracking

Set a fundraising goal per campaign and watch the dashboard move as gifts are recorded. Progress numbers come from the same contribution records your exports use. No separate tracker to reconcile.

From Data Entry to Period Export

Fundraising Analytics

Track performance against goal. See total raised, gifts and pledges recorded, average gift size, and totals by campaign, payment method, and batch. Compare date ranges and adjust your fundraising from the numbers, not guesswork.

Processor Imports With a Back-Out Trail

Pull gifts in from WinRed, ActBlue, Anedot, Stripe, PayPal, Donorbox, Givebutter, GoFundMe, and NationBuilder by CSV or webhook. Every imported transaction keeps its import reference, and a bad batch can be backed out and restored rather than deleted, so your totals stay reconcilable.

Audit Trail

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. Export the detail for treasurers and accountants.

Donor Detail Capture

Store employer and occupation on every contribution, alongside address, committee, and donation account, and see cumulative giving per donor on the contact record. Use the missing-fields filters to find gifts that still need detail before a filing period closes. Contribution limit amounts can be recorded on a donation account for reference; FundraiserMax stores them, it does not check individual gifts against them.

Period Exports Without Re-Keying

Your contribution data stays export-ready year-round. Filter by date range, campaign, amount, payment method, or batch number, then export to Excel or PDF so treasurers and accountants can reconcile every period without re-keying records. The REST API returns the same data if your filing vendor wants a feed.

Who Runs on This

Campaign treasurers

Reconcile a batch of event checks the week before a quarterly deadline, 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 each morning and run the missing-employer search, while there's still time to cure the gaps before the filing.

PAC administrators

Track cumulative giving per donor across the whole file, with a record of who entered every transaction and when, and back out an imported batch that came in wrong.

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, so contribution detail lives alongside 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. You can search your records for gifts still missing employer or occupation and fill the gaps before a filing period closes. Contribution limit amounts can be recorded on a donation account for reference, but FundraiserMax does not check individual gifts against them for you.

Are campaign finance features included on every plan?

Yes. Every FundraiserMax plan includes contribution recordkeeping, financial reporting, contact management, and analytics at no extra charge. 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-based 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. Export contribution records to Excel or PDF, filtered by campaign, date range, amount, payment method, or batch number, and hand the file to your treasurer or filing vendor. The same records come back through the REST API if your vendor wants a feed. FundraiserMax does not write .fec files or state filing formats; it produces the contribution detail those filings are built from.

Can I try the campaign finance tools before buying?

Yes. FundraiserMax offers a 7-day free trial, so your treasurer can import contribution data via CSV, review how the records are stored, and pull a period export before committing to a plan. A card is collected at signup but not charged until day 8. Contribution tracking and reporting are fully usable during the trial; sending marketing email and buying a phone number require a paid plan.

File on time, every quarter.

Import your contribution records via CSV, check the detail on each gift, and pull a period export before the trial ends.Contribution recordkeeping is usually the expensive module. Here it's included with every seat.

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