Running a fundraiser through Incentivio? Here’s what works best depending on how you want to collect and track donations.
Digital (App and Web) Redemption
If you're donating a percentage of each order (like 20%), set this up using a promo code with a small discount, just $0.01 is enough. Even though the discount is minimal, it unlocks powerful tracking. Add clear messaging in the promo code description that explains the donation: “Apply this code and 20% of your order goes to [Nonprofit Name].” Once the campaign ends, use the Discount Summary Report in Toast or the Offer Performance dashboard in Incentivio to see how much was raised.
In-Store Fundraisers
If the fundraiser is happening in-store only, the easiest option is to set up a $0 discount directly in Toast. It won’t affect the order total but can be used to track participation. You can also create a $0 menu item in Toast labeled something like “Fundraiser Support 20% Donation” so staff can add it during checkout.
Controlling Access
Want to limit participation to a specific group (like event attendees)? Use a promo code. Want everyone to be part of the fundraiser with no code required? Go the $0 menu item route in Toast—it’s seamless and easy for staff and guests.
Menu Item Donations
If the goal is to let guests contribute directly to the fundraiser, you can create a donation menu item. For example, $5 Donation, $10 Donation, $15 Donation items that customers could add to their cart from your menu, and 100% of the proceeds went to the nonprofit. To make this even more guest-friendly, consider adding it as a separate menu group like “Support [Organization Name]” so it’s easy to find. Be sure the item is set to tax-exempt in the POS to avoid accidental charges.
Extra Note
While Toast does have a “round up” donation feature for in-store use, it’s not integrated with Incentivio. Stick to the methods above for anything running through the app or website.
Let us know if you need help writing the promo code description or setting up tracking, we’re happy to help you make your fundraiser a success.