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Mark participant exempt from fundraising commitment

Apply an exemption to a participant with a fundraising commitment on your peer-to-peer campaign

When using minimum fundraising commitments on a campaign, you are able to apply exemptions for participants whose commitment you'd like to waive. Applying an exemption means the participant will not be responsible for fulfilling the fundraising commitment associated with their ticket.

When a participant is marked as exempt:

  • The ability to charge the card of the participant disables.

  • The commitment amount and any dollars fulfilled will be excluded from your Commitments dashboard.

  • No email notification is sent to the participant, but they can see their Exempt status when viewing their Commitment details on their fundraising page.

  • They move to an Exempt table in your Commitments dashboard, accessed under Commitments > All Fundraisers > Exempt.

Exemptions can be applied at your discretion. If circumstances change, their commitment status can be reactivated.

Steps

  1. Visit your campaign’s Dashboard.

  2. Select Commitments on the left side menu.

  3. Click on View All Fundraisers to pull up a list of all fundraisers with a minimum fundraising commitment.

  4. Search for the participant you would like to mark as exempt and click on their name.

  5. A participant modal will appear summarizing their fundraising commitment status. Click the three dot menu and select Mark as Exempt.

  6. A pop-up will appear confirming your intention to apply the exemption. Once complete, their fundraising commitment status will update to Exempt and the option to charge their card on file will disable.

  7. If you need to provide any notes about why the exemption was applied (optional), click on Add Note to enter any details.

Frequently Asked Questions

Are participants notified when they are marked as exempt?

No, there is no automated notification to fundraisers if an exemption is applied, as we assume you are already in conversation with the fundraiser that you will be marking them as exempt from their commitment.

I applied an exemption by mistake. Can I remove an exemption?

Yes. After you mark a fundraiser as exempt, you can use the same three dot menu in their participant modal to select Remove Exemption. There is no notification sent to the fundraiser in this process. Removing an exemption restores the participant's original fundraising commitment, re-enables the ability to charge their card, and moves them back into your Commitment dashboard for monitoring.

How can fundraisers tell if they've been marked exempt from the fundraising commitment?

Every participant with a fundraising commitment will be able to monitor their progress towards their commitment when logged into their fundraising page. They can access this by navigating to Commitments on the menu bar or by clicking a “View my commitment” button when viewing their fundraising page. If an exemption has been applied, they will see a message noting they are exempt. Below is an example of an exempt fundraiser's view:

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