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Cvent

Creating Fundraising Events

March 27, 2025 by jennifer.mortensen

Creating fundraising events in Cvent can be complicated. Even if you've created hundreds of Cvent events previously and are an expert user, there are specific requirements you must follow in order to build and launch a fundraising event. Why the difference? Fundraising events involve multiple CU departments including your own, System Advancement, the CU Foundation, and the Office of the University Controller. You'll work together with representatives from these teams to ensure that you meet requirements associated with tax deductibility, fair market value, and gift reporting. It's worth learning about the steps required in advance to save you time (and to save your event attendees confusion) before you get started.

Start Early to Ensure Success

Given the complexity of configuring fundraising events in Cvent and the number of teams involved, be sure to start planning AT LEAST THREE TO FOUR WEEKS before you plan to launch your registration form to ensure success.

We've created an info sheet that outlines the basics of each step in the process. We're also including context for each of those steps below to help you understand what they mean and why they are so important to follow.

Step 1: Connect

Step 1: Connect

Connect early to maximize shared knowledge. Begin working your way through these steps AT LEAST THREE TO FOUR WEEKS before you plan to launch your fundraising event in Cvent. This will give you time to connect with the parties involved throughout CU and ensure that you have addressed all of the required elements in the planning process. Connecting with the right people now will save you time later.

Step 2: Build

Step 2: Build

OPTIONAL DONATIONS: Only designated Cvent fundraising event forms are permitted to collect optional donations. Event planners hosting non-fundraising events who want to encourage optional donations from event registrants should provide a link to the associated fund page on the CU Foundation giving site.

Never Process Payment at a Later Time

'Process payment at a later time' and 'allow partial payments' should never be enabled to adhere to CU's standards for protecting cardholder information. There is no exception.

Work with your eComm Specialist to build your fundraising event in Cvent. Many of the event elements you'll be using will be the same as normal, but you'll also want to pay special attention to the Cvent Donation Guide referenced in tab two.

NEW: When creating your registration form, you are required to include a registration question regarding gift receipts for companies and where gift credit should be issued. Once the question has been added, it needs to be marked as required. This allows the CU Foundation to determine who receives credit for the donation (for example, a company rather than an individual). Details are available in the Cvent Donation Guide.

Step 3: Review

Step 3: Review

Notify your eComm Specialist when your event is ready for review. Be sure to double-check that your event configurations comply with the information outlined in the Cvent Donation Guide.

Step 4: Approve and Launch

Step 4: Approve & Launch

When you're ready, submit your event to your eComm Specialist for approval. Your eComm Specialist when then notify System Advancement that your event is ready for final review and approval. The System Advancement team will verify that any changes requested in the earlier review have been completed.

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Creating Fundraising Events