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Say hello to
the all-new
Virtuous Raise

Welcome to the Virtuous Raise migration hub. This centralized hub walks current RaiseDonors customers step-by-step through the process of transitioning to the all-new Virtuous Raise platform. Each section below outlines stakeholder-specific responsibilities, estimated timeframes, and resource links to ensure a smooth and successful migration.

Virtuous
[Hero image collage - add screenshots]
01

Account Access &
Management

Goal: Ensure your Raise account and team members are fully activated.

Estimated Time: 1–2 business days

  • Complete & return signed Raise Agreement
  • Virtuous CSM upgrades your Raise account
  • Add any additional team members as Raise account users
  • Complete Virtuous Raise training in Virtuous Academy
[Account dashboard screenshot]
02

Payment Providers

Goal: Create or connect your Stripe account(s) and donation methods.

Estimated Time: 2–4 business days

  • Establish Virtuous Payments powered by Stripe Unified (or connect existing)
  • Add domain to Stripe for Apple Pay & Google Pay
  • Optional: Connect PayPal Business Account
[Stripe/Payment screenshot]
03

Fundraising Initiatives

Goal: Align Projects, Campaigns, and Premiums for continuity and reporting.

Estimated Time: 2–3 business days

  • Projects automatically sync from RD to Raise
  • Set up new campaigns using segments from CRM+
  • Configure premiums / thank-you gifts
[Fundraising initiatives screenshot]
04

Branding & Content

Goal: Ensure your donor-facing experience reflects your brand.

Estimated Time: 2–4 business days

  • Apply logo, brand colors, layout
  • Configure donor confirmation & receipt emails
  • Set up internal team notifications
  • Approve/whitelist email sending domain
  • Customize donor portal settings
[Branding screenshot]
05

Integrations

Goal: Connect Raise to CRM+ and other systems.

Estimated Time: 3–5 business days

  • Enable Virtuous CRM+ or Salesforce sync
  • Legacy RaiseDonors > CRM+ sync will be automatically disabled. The new Raise integration will cover both platforms.
  • Set up third-party integrations
  • Manage via Integration Center
[Integration hub screenshot]
06

Reporting & Tracking

Goal: Set up analytics to monitor giving performance.

Estimated Time: 2–3 business days

  • Implement Google Analytics or other tracking tools
  • Add UTM parameters to donation forms
  • Create scheduled reports
  • Configure custom fields for segmentation
[Reporting dashboard screenshot]
07

Form Building

Goal: Rebuild or launch new giving experiences.

Estimated Time: 3–5 business days

  • Build custom forms based on fundraising needs
  • Set up virtual terminals for phone/offline donations
[Form builder screenshot]
08

Go-Live Preparation

Goal: Fully transition from LRD to Raise 2.0.

Estimated Time: 3–5 business days

  • Run test & live transactions
  • Replace all RaiseDonors donation forms, buttons, and landing pages
  • Complete recurring donor migration with Virtuous Payments Ops Team
[Go-live screenshot]

Completion

You’re now fully live on Virtuous Raise! You have a unified payment gateway, synced CRM data, branded giving experiences, and automated donor engagement tools.

Need help? Visit the Raise Support Center or contact your Virtuous CSM.