Peer-to-Peer Fundraising Toolkit: Everything You Need
Peer-to-peer fundraising is a smart strategy to invite more people into your mission and empower them to give back in a personal, meaningful way.
P2P campaigns typically fall into two categories:
Time-based campaigns or
Year-round (rolling) campaigns.
Time-based campaigns often center around key fundraising events like walks, challenges, or a-thons.
Year-round campaigns often thrive on personal milestones and ongoing engagement, with supporters fundraising during birthdays, anniversaries, or anytime they feel inspired to give back.
Both approaches can be powerful—whether your supporters are rallying around a big annual event or simply fundraising when the moment feels right to them.
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No matter which style of P2P fundraising you choose, one of the kindest and most effective things you can do is equip your P2P fundraisers with a helpful toolkit.
Peer-to-peer fundraising is a form of social crowdfunding that taps into your supporters’ networks.
Giving them the tools, templates, and guidance they need not only makes the process smoother—it helps them feel confident, supported, and ready to make a bigger impact.
In this article, I’m covering how peer-to-peer fundraising can spread more awareness of your nonprofit, especially when your fundraisers are set up with the proper tools, as well as:
We have used other systems at the Y, but are so grateful we found 4aGC! This software is user friendly and has helped us definitely improve and streamline our on-line fundraising efforts. Many thanks to the 4aGC team for their excellent customer service and product! We would definitely recommend.
Shannon Connolly
Vice President of Development at River Crossing YMCA
First, let’s cover how to set your peer-to-peer supporters up to become fundraising ambassadors.
P2P supporters = fundraising ambassadors
Set your P2P fundraising ambassadors and participants up for success with the following components of a peer-to-peer fundraising kit:
While this may not seem like a toolkit item per say, a call with your lead ambassadors is a great idea to get everyone on the same page and telling the same story.
You can record these calls and add them to your website as part of the overall toolkit or resources area if others want to listen on-demand for additional information.
You can also send a welcome video to your fundraising participants to help them feel supported and excited to get started.
Messaging
Create a one pager with the mission of your nonprofit organization and information about who you are, who you serve and the importance of the fundraiser.
What impact do you provide to the community? Why is it critical to receive community support? What story do you want to tell?
Make it easy for your supporters to share these same stories.
Think color codes, logo files and other brand elements from your organization that may be helpful for supporters to use in email communications, social media or on their individual fundraising pages.
(If those elements aren’t already included or can be personalized in different ways).
Instructions for fundraising pages
This is a biggie. You want to ensure that your individual fundraisers are using online giving to the fullest.
Provide easy-to-understand instructions for how they can set up their personal fundraising page or create group/team pages. Make sure your platform makes it easy for supporters to personalize their personal page with photos, stories, and donation goals.
Make sure you have a list of FAQs and/or contact information to handle any questions that may come up.
KidWorks has been using 4aGoodCause for the past five years and love it! During COVID, we had to pivot to increased online fundraising and were able to create several new campaigns and P2P pages to accommodate the donations. Now we integrate the giving pages into our fundraising strategy and even use them to collect registration fees for our programs. I highly endorse 4aGoodCause.
Beckie White
Former Marketing & Communication Manager at KidWorks
Sample social media posts
Sometimes our supporters don’t think to post to all their social media channels and sometimes they need help crafting those posts.
Make it easy for them by drafting a one page of content with sample posts for all the major social media channels that they can copy/paste to their feeds.
These posts help your supporters quickly communicate with potential donors across platforms.
Here are samples for common social media platforms that you could share with your fundraising ambassadors:
🤯Did you know?You don’t need to work harder to raise more. The average monthly donor gives $648 per year with the 4aGoodCause platform. Learn how the 4aGC Monthly Giving Toolkit helps you build a loyal base of recurring donors who are passionate about your cause.
Instagram post
[Branded image or personal image/action shot] Join me as I raise money for [organization’s IG handle]. Send me a DM or comment below and let’s build a team to support [cause, event, fundraiser]. Together, we can smash our goal of [amount]. . . . #teamworkmakesthedreamwork #fundraising #causeworthy #hashtag4 #hashtag5 #hashtag6
Encourage fundraisers to use branded hashtags like #[YourCampaignName] or #[YourOrgName] to increase visibility across platforms.
Facebook post
Join my team and let’s raise funds for [cause, event, fundraiser]. Did you know? [Stat to draw interest here]. That is why I’m committed to raising [amount] and you can help! Hit the ‘share’ button and spread the word or comment below for information on how to participate. I’d love to build a large team this year in support of [tag organization’s Facebook page]. Let’s do it together!
Twitter post
I’m joining forces with [organization Twitter handle] to raise funds for [cause, event, fundraiser]. Join my team or make a donation online. Together, we can make a difference. [fundraising page URL].
Linkedin post
I am excited to be working with [organization LinkedIn page] as a team captain to raise money for [cause, event, fundraiser]. Join me by visiting my personal fundraising page [insert link] or sending me a message to see how you can be a part of the event this year. I would love your support even through a quick ‘share’ of this post.
Email or SMS/text templates for P2P fundraising
Same thing here; put pen to paper (theoretically speaking) and craft sample messages your supporters can also send to family, friends and colleagues via email or even text message.
Make organization letterhead available to participants via Word or Google Docs.
Alternatively, provide organization logos to be used for official team communication and solicitations.
Make it easy for participants to see which areas can be customized by highlighting text in another color and add as much information to these emails as possible prior to giving the templates to participants.
If possible, provide content areas or easy upload options for participants to share photos from the event or provide customized updates on personal fundraising pages. These links can be provided in thank you emails or in social media posts, thereby driving traffic to your organization’s website and creating additional interest in your cause.
Here are examples of a campaign solicitation email and campaign thank you email template that you could share with your fundraising ambassadors:
I am excited to tell you about a fun event in which I am participating. This [month, season, year, etc.] I will be raising money for [cause, organization, fundraiser] by participating in [event name, type] and I would love you to join me. [Insert 2-3 sentences about organization or cause; think about the story that provides context and background as to why this campaign is so important].
Getting involved is easy! You can join my team or, if you’d rather donate without participating in the event, you can do that as well. My goal is to raise [amount] by [date] and I know you can help make that happen. The more the merrier! Please help me spread the work by inviting your family and friends.
When: [event date] Where: [location or link to online options]
For more information, visit [website] or follow [event, cause] on social media [insert links]. You can also make a direct donation on my fundraising page [insert page link]. Proceeds from [cause, organization, fundraiser] will be used to [add info here].
Closing options:
Thank you for being a part of my team.
I can’t wait for us to be a part of this event together!
Thank you for considering a donation to [cause, organization, fundraiser]
Sincerely, [Name]
Campaign thank you email
Date
Dear [insert name],
Thank you so much for being a part of [cause, organization, fundraiser] with me this year. With your help, we were able to raise [amount] which will go toward [cause/fund use explanation]. You can view the final results of the campaign here [link to general campaign page or personal fundraising page] along with some pictures from the event.
Thank you for being a part of my team and for helping to spread the word about this awesome event. I am so proud to have been a part of this with you. I couldn’t have done it without you.
Together, we are changing lives!
Sincerely, [Name]
P.S. If you would like to stay involved or be a part of next year’s team, please let me know. I would love to make an event bigger impact next year and invite you to join me again!
Imagery
Visual elements of fundraising campaigns help elicit emotion.
Add a library of images that your supporters can choose from to use on any communication piece—from email to social media to signature lines to their individual fundraising page(s).
Make sure you have permission to share any type of imagery with the masses before you make those files publicly accessible.
You can use an online design site such as Canva to set up templates that participants can customize or utilize Google Drive as as place to store images that participants can download and use across digital media channels.
Make your fundraising toolkit easy to access
A great place to house the items in your P2P fundraising toolkit is right on your website.
You can also create branded templates and imagery using a platform such as Canva and provide a link out to those images so you don’t have to upload them individually to your site.
Consider using simple automation tools to send reminder emails, thank-you messages, or fundraising milestones to participants.
You focus on your mission. We’ll handle the tech.
See how to run P2P fundraising campaigns with ease.
Another idea is to host all your files and images in Dropbox or a Google Drive and place those access links directly on your website. If you use shared storage services such as those, be sure anything you put online is OK to be accessed by the public.
Make sure any data collected from your campaign (emails, donations, engagement) syncs with your nonprofit’s CRM to streamline follow-up and stewardship.
“
Setting up new pages, programs, and events [on 4aGC] can be done on the fly. Truly, the best I have seen. Easy to use, the most needed features, pages look great, low cost, and incredible, first class support!
Jack Clark
Executive Director at U.S. Wrestling Foundation
We’re just getting started
For more ideas and information on effective peer-to-peer campaigns, check out some of the following 4aGC resources:
Browse our blog for expert fundraising tips and ideas to support your campaign planning year-round.
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P2P fundraising toolkit checklist to follow
This checklist includes the core tools your fundraisers need to feel confident and ready to share your mission. It’s designed to make their experience easy, inspiring, and impactful.
A well-prepared toolkit not only equips your supporters with messaging and visuals, but also offers a handful of fundraising ideas to help them get started, especially if they’re unsure of how to begin.
This checklist is your guide to launching a smooth and successful fundraiser:
✅A Warm Welcome Message – A note from our team to thank you and share how your support will make a difference.
✅ Kick-Off Call or Welcome Video – Meet the team, hear our “why,” and learn how the fundraiser works. Watch live or catch the replay!
✅ Quick Toolkit Guide – A simple overview of what’s in your toolkit and how to use each piece.
2. Telling the story
✅ Our Mission One-Pager – Learn who we are, who we serve, and how your voice brings our mission to life.
✅ Easy Talking Points – Use bullet-point facts or personal impact stories to make sharing simple.
✅ Success Story Examples – Real stories that your supporters can share to show why this work matters.
3. Fundraising page setup help
✅ Step-by-Step Instructions – With screenshots or links to a video walkthrough.
✅ FAQ Document – Answers to common questions about donations, passwords, and setup.
✅Support Contact Info – A name, email, or number in case they need a hand.
4. Communication templates
✅ Email Templates – For reaching out to friends and family, plus thank-you notes for donors.
✅ Text Message Templates – Short and sweet messages for texts or group chats.
✅ Social Media Captions – Pre-written posts for Facebook, Instagram, LinkedIn, and more.
✅ Call-to-Action Phrases – Handy lines like ‘Join my team!’ or ‘Help me reach my goal!’
5. Brand + visual assets
✅ Organization Logos – High-res versions in both color and transparent formats.
✅ Color Codes + Fonts – For those who want to design their own materials.
✅ Branded Graphics for Social Media – Canva templates or ready-to-use graphics.
✅ Photo Library – A folder of images they can use, with permission.
6. Motivation + recognition
✅ Fundraising Milestone Guide – Help them break down goals and celebrate along the way.
✅ Leaderboard or Recognition Plan – Let them know how they’ll be celebrated!
✅ “Why I Fundraise” Prompt Sheet – Helps each supporter write a heartfelt story.
7. Access + delivery
✅ Digital Toolkit Folder – Store everything in a shared folder (Google Drive, Dropbox, etc.).
✅ Checklist for Fundraisers – So they can track what they’ve used.
✅ Mobile-Friendly Format – Ensure the toolkit looks good and works well on phones too.
BONUS: Campaign support
✅ Campaign Calendar – Include key dates, weekly goals, or post ideas.
✅ Link to Content Cheat Sheet – More email and social post templates to keep the momentum going!
A strong toolkit leads to strong fundraisers. With these simple resources, you’re setting your team up for success and helping your mission go even further.
Pairing P2P fundraising with a monthly giving program
While a peer-to-peer fundraising campaign helps you bring in new supporters and create buzz around your campaign, pairing it with a monthly giving program can turn one-time donors into long-term champions.
When someone donates through a friend’s or family member’s fundraiser, they’re already emotionally connected to your cause. That’s the perfect moment to invite them to take the next step by becoming a monthly donor.
Even a small recurring gift adds up to meaningful, sustained impact over time.
How much can you earn?
$
Total raised for your organization
By introducing monthly giving during or shortly after your P2P campaign, you:
Strengthen donor relationships and loyalty
Build more predictable, year-round revenue
Turn campaign momentum into ongoing support
A simple prompt on donation pages, a follow-up thank-you message, or even an offer during checkout can plant the seed.
When you give your P2P fundraisers the language and tools to promote monthly giving, they’re not just raising money—they’re helping you build a lasting community of support.
This checklist is a go-to resource for your nonprofit fundraising efforts.
“
I have watched our monthly giving grow as 4aGC has made consistent incremental improvements to our donors' giving experience, and added helpful back-end tools for me and my staff.
David Hunter
Development Director at WBOI
Turn one-time gifts into lasting support with 4aGoodCause
Pairing your peer-to-peer fundraising with a monthly giving program is one of the smartest ways to build long-term support—and 4aGoodCause makes it easy to do both.
With 25+ years of experience working alongside nonprofits, we’ve designed a platform that helps you raise more without extra complexity and simple pricing with no hidden fees.
Fundraising software that feels like part of your team.
4aGoodCause equips you with modern fundraising tools—custom pages, automation, donation forms, and more.
We’ve built a fundraising platform that makes it easy for both you and your donors.
Our Monthly Giving Toolkit gives you everything you need to launch, grow, and sustain a recurring giving program, right alongside your P2P campaigns.
Whether your supporters are new donors from a friend’s fundraiser or longtime advocates, 4aGoodCause gives you the tools to:
Prompt donors to make recurring gifts at checkout
Manage your monthly giving program with ease
Nurture and retain your new recurring donors
Offer a clean, mobile-friendly experience your donors will love
The best part? We believe in simplicity and transparency—no surprise costs, just solid tools that work.
“
Prior to 4aGC, we were just using a simple credit card donation form on our website--now not only are we seeing more online donations than before, but we are also retaining more monthly donors.
Ronald is the President and Founder of 4aGoodCause, the fundraising CRM that makes recurring, monthly giving a breeze for small nonprofits.
For over 25 years, Ronald has had the joy of doing what he loves, building online solutions that make a difference in the world. He’s helped raise millions of dollars online for small nonprofits across the country. Connect with Ronald on LinkedIn.
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