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Care2 <> FRU Account Setup

This form is to be used by the CARE2 team when there is a new CARE2 account that requires FUNDRAISE UP for CARE2 products and campaigns.

This form will be sent to the CARE2-FRU Slack channel as well as sent to the Fundraise Up Partnerships team for processing, CCing Eric Rardin. PLEASE CONFIRM WITH ORGANIZATION IF THEY WOULD LIKE A CARE2 MANAGED ACCOUNT OR A STANDALONE FRU ACCOUNT (preferred). See comparison card

Fundraise Up will: 1. Check if they are an existing FRU customer or have an FRU account and if not... 2. Lead the onboarding component for Fundraise Up, ensuring the nonprofit is up and running correctly, leveraging all best practices and data retrieval for the NPO 3. Communicate back to Care2 via the Slack Channel the ACCOUNT ID needed for Care2 Integration

🚨UPON COMPLETING THIS FORM WE ASK THAT YOU MAKE THE INTRODUCTION TO THE NONPROFIT CONTACT WITHIN 48 HOURS SO AS TO KEEP A CLEAR PIPELINE FOR ALL. IF NOT POSSIBLE, PLEASE SUBMIT ONLY WHEN THIS IS POSSIBLE.🚨

About you, the Care2 requesting representative

Care2 Requesting Rep Full Name

Care2 Requesting Rep Email Address

You will be CC'd on any emails and added as OPTIONAL to any calendar items.

About the Nonprofit (required for account provisioning)

Nonprofit Name

Nonprofit website URL

Nonprofit Contact Name

Nonprofit Contact Title

Nonprofit Contact Email (must be .org email address)

Is this a 501c3 or 501c4?

About the Project

Will this be a STANDALONE account or a CARE2 MANAGED account? See this comparison card

When does the FRU account setup need to be COMPLETED by? This is not the campaign launch date, but the date setup should be completed by.

What is the date of the campaign LAUNCH? This is not when we should complete setup by, but the date the campaign should be going live.

Which Care2 employees need to have access to this account? Full name and email addresses - AT LEAST ONE REQUIRED.

Are there any other notes we need to know about? Sensitivities?