FundraiserMax Video Tutorials

15 video tutorials available

Account Settings

Configure your FundraiserMax account settings. Manage user access, set up organization details, customize platform preferences, and configure security settings. Administration tools for political campaigns, PACs, nonprofits, and advocacy organizations. Learn more at fundraisermax.com

Topics: fundraising software, nonprofit CRM, political fundraising, donor management, FundraiserMax, account settings, user management, organization setup

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AI Assistant & Chat Agent

Discover how the FundraiserMax AI Assistant helps you work faster with natural language queries. Ask questions about your donors, donations, campaigns, and events directly inside the app. Get instant answers, navigate to records, and analyze your fundraising data without building reports. Supports O

Topics: fundraising software, nonprofit CRM, political fundraising, donor management, FundraiserMax, AI assistant, AI fundraising, AI donor management

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Calls & Meetings

Learn how to log donor calls, schedule meetings, and track every interaction with your supporters in FundraiserMax. Built-in call logging and meeting management helps political campaigns, PACs, and nonprofits stay on top of donor outreach and follow-ups. Learn more at fundraisermax.com

Topics: fundraising software, nonprofit CRM, political fundraising, donor management, FundraiserMax, call tracking, donor outreach, meeting scheduler

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Campaign Tracking

Track your fundraising campaigns in real time with FundraiserMax. Monitor donation progress toward goals, manage donor relationships, and analyze campaign performance. Built for political fundraising, PACs, nonprofits, and advocacy groups. Learn more at fundraisermax.com

Topics: fundraising software, nonprofit CRM, political fundraising, donor management, FundraiserMax, campaign tracking, fundraising goals, campaign progress

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Contact Lists

Create and manage segmented donor lists in FundraiserMax. Build static and smart lists for targeted fundraising outreach, event invitations, and campaign segmentation. Organize your donors into actionable groups for more effective fundraising. Built for political campaigns, PACs, and nonprofits. Le

Topics: fundraising software, nonprofit CRM, political fundraising, donor management, FundraiserMax, donor lists, contact segmentation, fundraising lists

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Contact Management

Manage your entire donor database with FundraiserMax. Search, filter, and organize contacts with detailed profiles including donation history, communication preferences, and engagement tracking. The CRM built for political fundraising, PACs, and nonprofit organizations. Learn more at fundraisermax.

Topics: fundraising software, nonprofit CRM, political fundraising, donor management, FundraiserMax, contact management, donor database, donor profiles

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Creating Campaigns & Donation Accounts

Step-by-step guide to creating a fundraising campaign in FundraiserMax. Learn how to set up donation accounts, link committees, configure fundraising goals, and start accepting donations. Perfect for political campaigns, PACs, nonprofits, and advocacy organizations. Learn more at fundraisermax.com

Topics: fundraising software, nonprofit CRM, political fundraising, donor management, FundraiserMax, campaign setup, donation accounts, fundraising campaign

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Dashboard Overview

See your fundraising operation at a glance with the FundraiserMax dashboard. Track key metrics including total donations, campaign progress, recent activity, and donor engagement. Real-time insights for political campaigns, PACs, nonprofits, and advocacy organizations. Learn more at fundraisermax.c

Topics: fundraising software, nonprofit CRM, political fundraising, donor management, FundraiserMax, fundraising dashboard, donation metrics, fundraising analytics

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Data & Analytics

Import, clean, and manage your fundraising data in FundraiserMax. Tools for CSV import, record deduplication, third-party integrations, and data analytics. Migrate your donor data from any system into FundraiserMax quickly and accurately. Learn more at fundraisermax.com

Topics: fundraising software, nonprofit CRM, political fundraising, donor management, FundraiserMax, data analytics, donor analytics, data import

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Donor Targeting & Prospecting

Walk through FundraiserMax donor targeting tool step by step. Set search criteria across contact demographics, financial history, geographic location, and list membership. Run targeted searches to identify your best major donor prospects, lapsed donors, and high-potential supporters. Built for polit

Topics: fundraising software, nonprofit CRM, political fundraising, donor management, FundraiserMax, donor targeting, prospect research, donor segmentation

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Email & SMS Communication

Create and send targeted email and SMS campaigns to your donors and supporters with FundraiserMax. Build email templates, segment your audience, track opens and clicks, and manage all your fundraising communication in one place. Ideal for political campaigns, PACs, and nonprofits. Learn more at fun

Topics: fundraising software, nonprofit CRM, political fundraising, donor management, FundraiserMax, email campaigns, SMS fundraising, donor communication

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Event Management

Plan and manage fundraising events with FundraiserMax. Create events, send invitations, track RSVPs and attendance, manage co-hosts, and monitor event revenue. Perfect for galas, dinners, rallies, and fundraising receptions for political campaigns, PACs, and nonprofits. Learn more at fundraisermax.

Topics: fundraising software, nonprofit CRM, political fundraising, donor management, FundraiserMax, event management, fundraising events, gala management

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Financial Management

Track every dollar with FundraiserMax financial tools. Process donation batches, manage financial records, generate reports, and maintain compliance. Complete financial visibility for political campaigns, PACs, nonprofits, and organizations that need accurate fundraising accounting. Learn more at f

Topics: fundraising software, nonprofit CRM, political fundraising, donor management, FundraiserMax, financial tracking, donation tracking, batch processing

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FundraiserMax Account Overview

A complete walkthrough of FundraiserMax - the all-in-one fundraising CRM built for political campaigns, PACs, nonprofits, and advocacy organizations. See how every feature works together to help you raise more money, manage donors, and run successful fundraising operations. FundraiserMax provides d

Topics: fundraising software, nonprofit CRM, political fundraising, donor management, FundraiserMax, fundraising platform, nonprofit software, PAC fundraising

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Importing Contacts & Data into FundraiserMax

Learn how to import your donor contacts, donation records, and other data into FundraiserMax using a CSV file. This tutorial walks through file upload, automatic column mapping, data review, selecting records, and running the import. Watch as fifteen contacts are imported and verified end to end. Pe

Topics: fundraising software, nonprofit CRM, political fundraising, donor management, FundraiserMax, data import, CSV import, donor import

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