Indicate that an org requires further vetting when creating P2P Fundraisers

When selecting Benefitting Organizations through the Give > Charity Profile path, orgs that require further vetting are clearly marked.

When organizing P2P Fundraisers, assuming that you have 'Request Vetting' enabled for P2P Fundraising, there is no indication that further vetting may be required when selecting the Benefitting Organization.

I'm requesting that a "Requires Vetting" indication be added when selecting the benefitting organization, or somehow ensure that P2P Fundraisers cannot be launched/shared before the org is fully eligible/vetted.

  • Mike Flatt
  • Feb 6 2024
  • Reviewed: Voting Open
Peer - to - Peer Fundraising
Client Name Accenture
Employee Name Mike Flatt
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  • Betty Crowe commented
    29 Feb 14:51

    Adding a note for the product team: The system currently allows CSMs to half set up this feature, meaning check the Request Vetting feature in V2 but not properly set up the charity buckets. This caused a fundraiser to launch for an org that needed vetting. And since there is no language to show the user that the org isn't yet eligible it makes for a bad user experience as is. Ideally, the system would pop up language and stop the fundraiser from launching as CSM configuration is quite nuanced and can easily be missed in transition.

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