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Peer-to-Peer Fundraising Toolkit: Everything Your Participants Need to Succeed

June 24, 2026
TL;DR — The Short Answer

Verdict: A complete, copy-ready kit that gives every P2P participant exactly what they need to ask their network with confidence — personal share-link script, email templates, social posts, story framework, and a 6-week timeline.

What works: The personal share-link script prevents the #1 credit-tracking mistake; the three email templates cover the full campaign arc; the 6-stage timeline keeps participants active when most drop off.

What doesn't: No toolkit replaces a 30-minute group onboarding call — participants who build their pages live with an organizer activate at far higher rates than those who get a PDF and disappear.

Best for: Any nonprofit running a walkathon, 5K, school campaign, or charity event where volunteers are doing the fundraising.

Worth considering if: Your participants are first-timers who freeze when it's time to ask — this kit gives them a script so the ask is never invented from scratch.

Table of contents

The hardest part of any peer-to-peer fundraising campaign is not the platform, the goal, or even the cause. It is inspiring your participants to actually get out there and ask their friends, family, and coworkers for money. That ask is uncomfortable, and most volunteers freeze without a script.

A peer-to-peer fundraising toolkit fixes that. It is the participant kit you hand every fundraiser so they know exactly what to send, when to send it, and how to tell donors where to give. One nonprofit becomes hundreds of personal campaigns, each reaching a network you could never have accessed directly. Below is a complete kit you can copy today: the personal share-link script that prevents the #1 P2P credit mistake, three email templates, six social posts, a story framework, a 6-week timeline, and a condensed sponsorship section for organizers chasing local business support on the side.

What is a peer-to-peer fundraising toolkit?

A peer-to-peer (P2P) fundraising toolkit is the collection of ready-to-use resources you give each participant so they can raise money from their own network on your nonprofit's behalf. Think of it as the kit you hand a volunteer the day they sign up.

If P2P is new to your team: it is a campaign style where each participant creates their own small fundraising page tied to your main campaign, then shares it with friends and family. The classic shapes are walkathons, 5Ks and fun runs, school grade-team campaigns, and charity golf. For more on the format itself, see how peer-to-peer fundraising works.

According to Network for Good, peer-to-peer fundraising is:

…a fundraising strategy in which individual supporters host personal campaigns to collect donations from their friends, family, and colleagues on an organization's behalf.
— Network for Good

A complete toolkit contains:

  • Each participant's personal page URL plus a script telling donors to give there (not the main page)
  • Ready-to-copy email, text, and social scripts with brackets for personalization
  • A personal-story framework and a week-by-week communication timeline

For a small nonprofit: if your participants are volunteers and not staff, the toolkit is the difference between a campaign that raises real money and one that quietly stalls. Hand them the kit on day one.

The participant's personal share link (start here)

Every participant gets their own personal page URL, separate from the umbrella campaign page. This is the single most important thing in the toolkit, and it is the thing first-time P2P organizers most often miss.

Here is the pattern real organizers run into: a participant tells her family "donate to our walkathon," her family clicks the main campaign link, gives there, and the gift never gets credited to her personal total. She finishes the campaign frustrated, and the organizer spends a week reconciling who raised what.

The fix is one line. Tell every participant to paste this at the top of every email, text, and social post:

Donate on MY page (not the main campaign page) so my fundraising is credited: [participant's personal link].

⚠️ Customize first. Each participant pastes their own personal URL in place of the brackets. They can find that URL inside their fundraising page settings; the walkthrough for participants is how to edit your participant fundraising page.

For a small nonprofit: this one script saves more credit-tracking pain than any other toolkit element. Make it the first thing in the kit you send participants.

How to set up your fundraising page

Once a participant has their share link, they need to make the page worth clicking. The steps below are written for the participant; the organizer side is covered after.

  • 1. Pick a title that says why, not what. "Sophia's walk for the food bank, in memory of Grandma Lou" beats "Sophia's Walkathon Page" every time.
  • 2. Write a short personal story. Two to four sentences is plenty. The story framework later in this article gives you a fill-in-the-blank template.
  • 3. Set a realistic goal. Aim for something your inner circle can plausibly cover, then raise the goal once you hit it. Hitting a goal feels great; missing one kills momentum.
  • 4. Add a profile photo. A real face raises more than a logo. Use a recent photo where you are clearly visible.
  • 5. Confirm your personal URL. This is the link you will share everywhere. Copy it to your notes app so you can paste it fast.

Each participant page lives inside Zeffy's free peer-to-peer platform: individual or team pages, leaderboards, donor-board messages, and an embeddable fundraising thermometer organizers can drop on the nonprofit's own site. Zeffy is 100% free — no platform, transaction, or credit card fees. Trusted by 100K+ nonprofits who have raised $2B+ on the platform.

For organizers setting up the campaign itself (team or solo toggle, embed options, communication setup), the full admin walkthrough is the step-by-step P2P campaign setup guide.

For a small nonprofit: setup, not motivation, is the real friction. Schedule a 30-minute group call before launch so first-time participants can build their pages live with you on the line. That single intervention does more for activation than any tip in this article.

Email templates to send to friends and family

Email still drives the largest share of P2P gifts, because a personal email lands in a friend's inbox and waits to be read. The average nonprofit email open rate sits at roughly 28.59% across a 37,472-campaign benchmark (Neon One) — that is a strong signal that asking by email works, especially when the sender is a friend rather than the nonprofit itself.

Three templates below cover the full arc: launch, mid-campaign, final push. Send each one to your warm list (family, close friends, current and former coworkers). Personal. Specific. A clear ask with a small lift.

Template 1: Launch announcement ⚠️ Customize first

Subject: I'm raising money for [NONPROFIT] and I need your help

Hi [NAME],

I just signed up to fundraise for [NONPROFIT] as part of [EVENT NAME] on [DATE]. [NONPROFIT] does [ONE-SENTENCE WHY IT MATTERS TO YOU].

My goal is to raise [$AMOUNT] before [DEADLINE]. Even [$10 or $25] from you would mean a lot, and it goes straight to the cause.

Donate on MY page (not the main campaign page) so my fundraising is credited: [PERSONAL LINK]

Thank you for reading,

[YOUR NAME]

Template 2: Mid-campaign reminder ⚠️ Customize first

Subject: Halfway there — and thinking of you

Hi [NAME],

Quick update: I'm [PERCENTAGE]% to my goal of [$AMOUNT] for [NONPROFIT]. [SHARE ONE SPECIFIC MOMENT FROM THE LAST FEW WEEKS — A TRAINING RUN, A STORY YOU HEARD, A VOLUNTEER SHIFT].

If you have been meaning to give, this is the nudge. Any amount helps me close the gap before [DEADLINE].

My page: [PERSONAL LINK]

Thanks,

[YOUR NAME]

Template 3: Final push ⚠️ Customize first

Subject: Last [3 / 5] days — can you help me finish?

Hi [NAME],

The campaign closes [DATE]. I'm [$X] away from my goal for [NONPROFIT], and I would really love to get there.

If you can give even [$10], it would push me over the line. Donate on MY page so it counts toward my total: [PERSONAL LINK]

Either way, thank you for being on my list,

[YOUR NAME]

Send the launch email the day you publish your page, the mid-campaign email about halfway through, and the final-push email three to five days before the deadline. Mid-campaign drop-off is the biggest killer of P2P results — email #2 is the one most fundraisers skip and the one that matters most.

For a small nonprofit: do not build a separate email tool. Participants send these from their own Gmail or Outlook, one warm contact at a time. Personal beats bulk every time.

Social media posts to share your campaign

Social posts widen the net past your closest inbox circle. The fundraisers who win are the ones who post three to five times across the campaign, not the ones who post once on launch day. Six ready-to-copy posts below: tag your nonprofit when you post, and pin the launch post to the top of your profile if your platform allows.

Post 1: Launch ⚠️ Customize first

I'm fundraising for [NONPROFIT] this [MONTH]. They [ONE-SENTENCE MISSION], and that matters to me because [PERSONAL REASON]. My goal is [$AMOUNT] before [DATE]. Donate on MY page so it counts toward my total: [PERSONAL LINK]

Post 2: Progress update ✅ Use as-is

Update: we're [PERCENTAGE]% to my goal for [NONPROFIT]. Every $25 helps. My page: [PERSONAL LINK]

Post 3: Milestone ⚠️ Customize first

Just hit [MILESTONE] — thank you to [TAG THE PEOPLE WHO GAVE]. Still [$X] to go for [NONPROFIT]. If you've been thinking about giving, this is your sign: [PERSONAL LINK]

Post 4: Story moment ⚠️ Customize first

[SHORT STORY: WHO YOU MET, WHAT YOU SAW, WHAT [NONPROFIT] DOES.] This is why I'm fundraising. [PERSONAL LINK]

Post 5: Final countdown ✅ Use as-is

3 days left. [$X] to go. If even a few of you chip in $10, I'll finish strong. Donate on MY page: [PERSONAL LINK]

Post 6: Thank-you post ⚠️ Customize first

That's a wrap. Thanks to [NUMBER] of you, I raised [$AMOUNT] for [NONPROFIT]. Every dollar goes to [SPECIFIC IMPACT]. Grateful.

Pair posts with a photo whenever you can — a training shot, a screenshot of your fundraising page, a picture from a previous event. Tag your nonprofit so they can reshare. For a small nonprofit: assign one organizer the job of resharing every participant post on the nonprofit's own feed. That second amplification is free reach you would otherwise lose.

Your fundraising communication timeline

Most P2P campaigns die in the middle. The fix is a simple cadence so participants know when to do what without having to invent it on the fly.

  • 1. One week before launch. Build your personal page. Confirm your share link. Draft your launch email and post.
  • 2. Launch day. Send launch email to family and close friends. Post Launch (Post 1) on every platform you use. Self-donate first — it signals commitment and gives the next donor a baseline to beat.
  • 3. Week 1. Personally text 5 to 10 people who you know would give if asked one-on-one. Post a progress update (Post 2) at the end of the week.
  • 4. Mid-campaign. Send the mid-campaign email (Template 2). Post a milestone or story moment (Post 3 or Post 4). Thank every donor publicly when they give.
  • 5. Final week. Send the final-push email (Template 3) three to five days before close. Post the final countdown (Post 5). Re-message anyone who said "maybe later."
  • 6. Post-campaign. Post the thank-you (Post 6) within 48 hours of close. Send a personal thank-you note (text, email, or handwritten) to every donor.

For a small nonprofit: the mid-campaign email and the final-push email are the two messages first-time fundraisers skip and the two that move the most money. Build a calendar reminder for both.

How to tell your story (with examples)

The single most-converting line on a participant page is not the goal, the photo, or the platform. It is one or two clear sentences that say who you are, why you care, and what the donor's gift does.

Use this fill-in-the-blank framework:

I'm raising money for [NONPROFIT] because [PERSONAL CONNECTION]. My goal is to [SPECIFIC IMPACT]. Your donation of [AMOUNT] will [CONCRETE OUTCOME].

Example 1. "I'm raising money for the Maple Street Food Bank because I volunteered there every Saturday during the pandemic and saw the line keep growing. My goal is to fund 200 grocery boxes before December. Your donation of $25 buys one box for a family of four."

Example 2. "I'm raising money for the Riverview Animal Shelter because we adopted our dog Olive from them three years ago. My goal is to cover one month of vet care for the shelter dogs still waiting. Your donation of $40 covers one dog's vaccinations."

And the short version, for a text to a close friend:

Hey, you know I've been a volunteer at [Nonprofit] for three years… anything you can give helps.

Personal. Specific. A clear ask with a small lift. For a small nonprofit: give every participant this template at signup. Their story does not need to be polished — it needs to be true.

Tips for reaching your fundraising goal

The tactical edges that separate fundraisers who hit their goal from those who do not:

  • Start with your inner circle. Family, closest friends, current and former coworkers. They are the warmest list you have. Do not start with a public social post — start with five private messages.
  • Self-donate first. Even $10. It signals commitment and gives the next donor a baseline to beat. An empty thermometer is the hardest to fill.
  • Follow up personally. A second one-on-one ask to someone who saw the email but did not give converts more than another mass send.
  • Share progress publicly. Every milestone is a fresh reason to post. People give again when they see momentum.
  • Thank donors by name. Tag them when you can. Public gratitude makes the next donor want to be on the list.
  • Set mini-milestones. $250, $500, $1,000 — break the goal into chunks so each step feels reachable.
  • Ask one in-person. A face-to-face ask, even informally over coffee, converts at a rate no email can match.

Every new donor your participants bring in lands in your donor management built into the campaign — names, emails, gift history — so you can cultivate them after the event instead of losing them when the campaign closes.

For more campaign formats you can run — what kinds of events, challenges, and themes work for P2P — see peer-to-peer fundraising ideas. This toolkit is about how to run one; that piece is about what to run.

For a small nonprofit: the inner-circle ask plus a self-donation is the highest-leverage move a first-time fundraiser can make. Get those two right and the rest follows.

How to get local businesses to sponsor your fundraiser

Sponsorships are a bonus track for organizers, not a requirement for participants. If a local business sponsors your event, every participant benefits — but participants themselves should focus on their personal networks, not corporate outreach.

If you are the organizer chasing sponsors on the side, the short version:

  • Pick businesses with a clear fit. A running store for a 5K, a family restaurant for a school grade-team campaign, a vet clinic for an animal shelter walk. Relevance is everything.
  • Lead with a short, visual proposal. Use the sponsorship proposal template (Google Slides). State the cause, the event, the audience, the sponsorship tiers, and what the business gets in return — logo placement, social mentions, signage at the event.
  • Offer 3 tiers. A small, medium, and large package so a $250 sponsor and a $2,500 sponsor both have a yes-able option.
  • Send a short letter or email first, then follow up in person. Use the sponsorship letter template (Google Doc) as your starting point. Personalize the opening line for each business.
  • Bring a one-page leave-behind when you follow up in person: event name, photo, one-sentence pitch, sponsorship tiers, and your contact info. It is much harder to say no in person, and the leave-behind keeps you in mind after you walk out.
  • Follow up and thank, even on a no. A business that says no this year is a warmer lead next year — if you said thank you and stayed in touch.
Don't be afraid to ask people and businesses around you for help. You don't know unless you ask! The more help you ask for, the better your chances are of getting sponsors.
— Gaspard, Zeffy

For a small nonprofit: keep sponsorship outreach to one organizer. Do not ask volunteer participants to chase businesses — their job is to ask their own networks. Two tracks, two audiences, one campaign.

Your on-page P2P toolkit summary

Everything you need is on this page already. No download required, nothing gated behind a signup. Here is what you just got:

  • The personal share-link script ("Donate on MY page…") to prevent the #1 credit mistake
  • A page-setup walkthrough for participants
  • 3 email templates: launch, mid-campaign, final push
  • 6 social posts across launch, progress, milestones, story, countdown, thank-you
  • A fill-in-the-blank personal-story framework with two worked examples
  • A 6-stage communication timeline so nothing gets skipped
  • 7 tips for reaching the goal, including the self-donate-first move

Copy what you need into your participant onboarding email and you have a complete kit.

What goes in a peer-to-peer fundraising toolkit?

At minimum: each participant's personal page URL, a one-line script telling donors to give on the participant's page (not the main campaign page), 3 email templates (launch, mid-campaign, final push), a handful of social posts, a personal-story framework, and a communication timeline. The toolkit above includes all of these inline.

Why do participants need their own personal share link?

Because the most common P2P setup mistake is donors landing on the main campaign page and giving there instead of on the participant's page. The gift goes through, but the participant gets no credit for it. The personal share link, paired with a "donate on MY page" script, is the fix.

How many emails should a participant send during the campaign?

Three at minimum: a launch email, a mid-campaign reminder, and a final-push email three to five days before the deadline. The mid-campaign email is the one most often skipped and the one that matters most.

How often should participants post on social media?

Three to five times across the campaign. The fundraisers who win are the ones who keep showing up — launch, a progress update, a story moment, a final countdown, and a thank-you — not the ones who post once on launch day.

Should the nonprofit chase sponsors or ask participants to do it?

The nonprofit (or one designated organizer) should handle sponsorship outreach. Participants should focus on their personal networks. Two tracks, two audiences, one campaign.

Does Zeffy charge fees on peer-to-peer campaigns?

No platform fee, no transaction fee, no credit card fee. Ever. Zeffy is the only fundraising platform that is 100% free for nonprofits, so every $25 a participant raises lands intact.

Written by
David Purkis
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