Any Contact can be marked as a "Bundler"
“Bundlers” refers to Individuals or Organizations that raise large sums of money from multiple donors to support a political campaign or cause.
Bundlers are typically well-connected and influential members of a political party or interest group, and they use their networks to solicit donations from other individuals and organizations.
Bundling has always existed in various forms, but has become more important with the enactment of limits on campaign contributions at the federal level and in most states during the 1970s.
Bundlers are an important part of the political fundraising process, particularly for presidential campaigns and other high-profile races where large sums of money are required to compete effectively.
Bundlers are typically recognized by campaigns for their fundraising efforts, and they may be given special access to political candidates or other perks in recognition of their contributions. They are often given honorary titles.
Leadership Teams are groups of Bundlers to Commit to Write (Contribute Directly) or Raise (Get others to Contribute).
Mark Contacts a Bundlers
Find for Contacts marked as Bundlers
Donations Attributed to Bundlers
Pledges Attributed to Bundlers
Bundler Commitments
Leadership Teams
Bundlers & Event Co-Hosts
Mark Contacts a "Bundlers"
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Contacts are set as "Bundlers" from the Contact Edit interface.
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Edit or Create Contacts to mark as a Bundlers.
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Check the Box next to Bundler & Save.
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Contacts marked as Bundlers show the "Bundler" Tab in Contacts Details
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"Bundler Commitments" are Added and Display in the Bundler Tab.
Contacts marked as "Bundler" show the "Bundler" Tab in Contacts Detail.
"Bundler Commitments" are Added and Display in the Bundler Tab.
Donations & Pledges
Bundlers can have Commitments
Find for Contacts marked as Bundlers
You can Find for Contacts marked as Bundlers and create Groups of your Bundlers.
Bundler $ Commitments
Commitments are $ Amounts Bundlers commit to Write or Raise per Campaign and Donation Account
Add or Edit Commitments
Make sure Contact Record is marked as a Bundler
Click the Bundler Tab in the Contact Record
Click the +New Button
Select Which Campaign the Commitment is for by Clicking the Green circle
Enter the Commitment Amount, Bundler ID (if applicable) & any Notes about the Commitment in the pop- up modal
Once in the Edit modal there are options to Save the Commitment, Export the Bundler Commitment, or PDF Report
*The green arrow will give you a full summary on the Bundlers Commitments