# Help for organizations

> Guides for the staff running fundraising, receipting, e-invoicing and reporting on DonorCARE.

Source: https://donorcare.my/help/organizations/

- [Organization profile and branding](https://donorcare.my/help/organizations/account/organization-profile-and-branding.md): Your name, logo, colors, documents and regional settings.
- [Your directory listing](https://donorcare.my/help/organizations/account/your-directory-listing.md): How your organization appears in the public DonorCARE directory, and where you edit it.
- [Media library](https://donorcare.my/help/organizations/account/media-library.md): Uploading and reusing images across campaigns, your site and emails.
- [Edit your claimed listing](https://donorcare.my/help/organizations/account/edit-your-claimed-listing.md): Update your organization's public directory page, step by step, and see which changes go live at once.
- [Add donation instructions to your listing](https://donorcare.my/help/organizations/account/add-donation-instructions-to-your-listing.md): Show donors how to give to your organization directly, such as by bank transfer or DuitNow QR.
- [Correct your registration details](https://donorcare.my/help/organizations/account/correct-your-registration-details.md): Submit your registration number, registration type and tax-exempt status for review, and see what happens next.
- [Review suggested updates to your listing](https://donorcare.my/help/organizations/account/review-suggested-updates-to-your-listing.md): Accept or dismiss changes that other people have proposed for your directory listing.
- [Move from a claimed listing to DonorCARE](https://donorcare.my/help/organizations/account/move-from-a-claimed-listing-to-donorcare.md): What changes on your directory listing when your organization starts using DonorCARE for donations.
- [Fix a problem claiming your listing](https://donorcare.my/help/organizations/account/fix-a-problem-claiming-your-listing.md): What each message means when you claim, verify or edit a directory listing, and what to do about it.
- [Create a campaign](https://donorcare.my/help/organizations/campaigns/create-a-campaign.md): Create a fundraising campaign as a draft with just a name, then finish it in the full campaign editor.
- [Choose a campaign type](https://donorcare.my/help/organizations/campaigns/choose-a-campaign-type.md): Which campaign type fits an ongoing fund, a target, a deadline or a ceremony.
- [Publish a campaign](https://donorcare.my/help/organizations/campaigns/publish-a-campaign.md): Taking a campaign live and clearing the launch-readiness checks.
- [Set donation amounts](https://donorcare.my/help/organizations/campaigns/set-donation-amounts.md): Preset amounts and minimum and maximum gifts for a campaign.
- [Make a campaign tax-deductible](https://donorcare.my/help/organizations/campaigns/make-a-campaign-tax-deductible.md): The two steps that turn on tax-deductible receipts for a campaign.
- [Add sponsorship items](https://donorcare.my/help/organizations/campaigns/add-campaign-items.md): Add donation items to a regular campaign, or offerings with pricing tiers to a dharma event, from the campaign's Items tab.
- [Set up offerings for a dharma event](https://donorcare.my/help/organizations/campaigns/set-up-offerings.md): What every offering, tier and bundle setting does, and how to choose between them.
- [Post a campaign update](https://donorcare.my/help/organizations/campaigns/post-a-campaign-update.md): Post a short update on a campaign's public page to tell donors how their giving is being used.
- [Read campaign analytics](https://donorcare.my/help/organizations/campaigns/read-campaign-analytics.md): The numbers on a campaign's analytics tab and what they are counting.
- [Open next year's edition of a dharma event](https://donorcare.my/help/organizations/campaigns/open-next-years-edition.md): Rolling a ceremony campaign over to next year without touching this year's donations, receipts or tablets.
- [Record an offline donation](https://donorcare.my/help/organizations/donations/record-an-offline-donation.md): Entering cash, cheque and bank-in gifts so they appear alongside online giving.
- [Find a donation](https://donorcare.my/help/organizations/donations/find-a-donation.md): Searching, filtering and reading a single donation record.
- [Void or refund a donation](https://donorcare.my/help/organizations/donations/void-or-refund-a-donation.md): The difference between the two, and what each does to your reports and receipts.
- [Import donations in bulk](https://donorcare.my/help/organizations/donations/import-donations-in-bulk.md): Uploading a spreadsheet of past or offline donations.
- [Clear the donation triage queue](https://donorcare.my/help/organizations/donations/clear-the-triage-queue.md): What lands in Triage, why, and how to resolve each kind.
- [Manage recurring donations](https://donorcare.my/help/organizations/donations/manage-recurring-donations.md): Reading the recurring dashboard, handling failed charges and cancellations.
- [Read your consolidated e-invoices](https://donorcare.my/help/organizations/donations/consolidated-invoices.md): How BizCARE bundles a month of non-deductible donations, and where to check what it filed.
- [Complete unfilled offerings](https://donorcare.my/help/organizations/donations/unfilled-offerings.md): Chasing the donation records that are still missing the names or details an offering needs.
- [Add or edit a donor](https://donorcare.my/help/organizations/donors/add-or-edit-a-donor.md): Creating a donor record by hand and keeping it accurate.
- [Read a donor profile](https://donorcare.my/help/organizations/donors/understand-a-donor-profile.md): What the header and each of the four tabs on a donor's profile page tell you, and how to read them.
- [Merge duplicate donors](https://donorcare.my/help/organizations/donors/merge-duplicate-donors.md): Finding two records for the same person and combining them without losing history.
- [How we measure donor behavior](https://donorcare.my/help/organizations/donors/how-we-measure-donor-behavior.md): Giving days, cadence, effective interval and overdue ratio — the counting rules behind every donor number.
- [Donor identity and ID types](https://donorcare.my/help/organizations/donors/donor-identity-and-id-types.md): Why the identity number on a donor record decides what can be receipted and e-invoiced.
- [Manage donor tax profiles](https://donorcare.my/help/organizations/donors/manage-tax-profiles.md): TIN, identity details and the validation states a tax profile moves through.
- [Build an audience](https://donorcare.my/help/organizations/donors/build-an-audience.md): Grouping donors into a named list so an email campaign reaches the right people.
- [Set up recognition tiers](https://donorcare.my/help/organizations/donors/donor-recognition-tiers.md): Badges and recognition walls for your regular supporters.
- [Clear the donor triage queue](https://donorcare.my/help/organizations/donors/clear-the-donor-triage-queue.md): Fixing the donor records DonorCARE cannot safely match or receipt.
- [Find donors](https://donorcare.my/help/organizations/donors/find-donors.md): Narrowing the donor list by name, tag, campaign, audience, amount, note or date, and exporting what you find.
- [What LHDN e-invoicing means for you](https://donorcare.my/help/organizations/e-invoicing/what-lhdn-e-invoicing-means-for-you.md): Which of your donations need an e-invoice, and what DonorCARE does about it.
- [Connect MyInvois](https://donorcare.my/help/organizations/e-invoicing/connect-myinvois.md): Linking your MyInvois account so DonorCARE can submit e-invoices for you.
- [Submit and track e-invoices](https://donorcare.my/help/organizations/e-invoicing/submit-and-track-e-invoices.md): The statuses an e-invoice moves through and what each one means for you.
- [Fix a failed e-invoice](https://donorcare.my/help/organizations/e-invoicing/fix-a-failed-submission.md): The rejections LHDN sends most often, in plain language, with the fix for each.
- [Submit a monthly consolidated invoice](https://donorcare.my/help/organizations/e-invoicing/monthly-consolidated-invoices.md): The once-a-month submission that covers donations without a named buyer.
- [Read the compliance dashboard](https://donorcare.my/help/organizations/e-invoicing/read-the-compliance-dashboard.md): Submission rate, pending and failed counts, and what to act on first.
- [Set up your sender domain](https://donorcare.my/help/organizations/email/set-up-your-sender-domain.md): Proving your domain so email from DonorCARE reaches inboxes instead of spam.
- [Edit an automatic email](https://donorcare.my/help/organizations/email/edit-a-transactional-email.md): Changing the wording of receipt, recurring and tax summary emails.
- [Send an email campaign](https://donorcare.my/help/organizations/email/send-an-email-campaign.md): Send a marketing email to your donors in four steps: setup, audience, content and review.
- [Schedule or cancel a send](https://donorcare.my/help/organizations/email/schedule-or-cancel-a-campaign.md): Sending later, and stopping a send you have already scheduled.
- [Read email analytics](https://donorcare.my/help/organizations/email/read-email-analytics.md): How opens, clicks and bounces are measured against delivered mail, and what the suppression list means.
- [Automate donor follow-ups](https://donorcare.my/help/organizations/email/automate-donor-follow-ups.md): Build a step-by-step automation that emails a donor or notifies staff when something happens.
- [Export your data](https://donorcare.my/help/organizations/finance/export-your-data.md): The export catalog — which file answers which question, and how to run one.
- [Register a CHIP account](https://donorcare.my/help/organizations/finance/register-a-chip-account.md): Signing your organization up with CHIP, the payment gateway DonorCARE uses, so you can start accepting online donations.
- [Connect your payment gateway](https://donorcare.my/help/organizations/finance/connect-your-payment-gateway.md): Adding your own CHIP keys so donations settle straight into your account.
- [Reconcile a bank statement](https://donorcare.my/help/organizations/finance/reconcile-a-bank-statement.md): Matching what landed in the bank against the donations that produced it.
- [Close the month](https://donorcare.my/help/organizations/finance/close-the-month.md): Signing off a month so the figures stop moving underneath your reports.
- [Set donation controls](https://donorcare.my/help/organizations/finance/set-donation-controls.md): The minimum gift amount, manual verification and void approval settings for your whole organization.
- [Export to SQL Accounting](https://donorcare.my/help/organizations/finance/export-to-sql-accounting.md): Producing an import file your accountant can load into SQL Accounting.
- [Attach a form to a campaign](https://donorcare.my/help/organizations/forms/attach-a-form-to-a-campaign.md): Asking donors for extra details as part of giving.
- [What DonorCARE does](https://donorcare.my/help/organizations/getting-started/welcome.md): How the pieces fit together — campaigns, donations, donors, receipts and e-invoicing.
- [Find the staff sign-in](https://donorcare.my/help/organizations/getting-started/find-the-staff-sign-in.md): Where staff sign in to DonorCARE, how to get from your organization's public site to the dashboard, and where to find donations and reports once you're in.
- [Sign in for the first time](https://donorcare.my/help/organizations/getting-started/first-login.md): Signing in with your CARE account and accepting an invitation to an organization.
- [Your sample campaign](https://donorcare.my/help/organizations/getting-started/your-sample-campaign.md): The example campaign and donations we seed for you, and how to clear them before you go live.
- [Work through Setup Health](https://donorcare.my/help/organizations/getting-started/setup-checklist.md): What each item on the setup checklist means and how to complete it.
- [Before your first real donation](https://donorcare.my/help/organizations/getting-started/go-live-checklist.md): The checks worth making before you accept money from the public.
- [Plans and what changes between them](https://donorcare.my/help/organizations/getting-started/plans-and-limits.md): What each DonorCARE plan includes and how to change plan.
- [Read your dashboard](https://donorcare.my/help/organizations/insights/read-your-dashboard.md): What each figure on the fundraising dashboard counts, and the date it counts on.
- [Read recurring health](https://donorcare.my/help/organizations/insights/recurring-health.md): Monthly recurring revenue, churn and charge success — and what moves them.
- [Ask the AI copilot](https://donorcare.my/help/organizations/insights/ask-the-ai-copilot.md): What the copilot can answer about your data, and what it will not do.
- [Approve a copilot action](https://donorcare.my/help/organizations/insights/approve-a-copilot-action.md): Reviewing and approving something the copilot has drafted for you.
- [Use the advisor feed](https://donorcare.my/help/organizations/insights/weekly-advisor-insights.md): The weekly observations DonorCARE surfaces about your fundraising.
- [Generate a board report](https://donorcare.my/help/organizations/insights/board-reports.md): Producing the fundraising, compliance, donor or financial summary your committee expects each period.
- [Connect FormCARE](https://donorcare.my/help/organizations/integrations/connect-formcare.md): Linking your FormCARE account so forms and donations share one record.
- [Set up a webhook](https://donorcare.my/help/organizations/integrations/set-up-a-webhook.md): Getting DonorCARE to notify your own system when something happens.
- [How receipts are issued](https://donorcare.my/help/organizations/receipts/how-receipts-are-issued.md): When DonorCARE creates a receipt, what it contains, and who receives it.
- [Set your receipt numbering](https://donorcare.my/help/organizations/receipts/set-your-receipt-numbering.md): Prefixes, yearly rollover and why numbers can never be reused.
- [Re-send or regenerate a receipt](https://donorcare.my/help/organizations/receipts/resend-or-regenerate-a-receipt.md): Getting a receipt back to a donor, and what to do when the details on it are wrong.
- [Customize your receipt template](https://donorcare.my/help/organizations/receipts/customize-your-receipt-template.md): Editing the layout, wording and fields printed on your receipts.
- [Verify a receipt](https://donorcare.my/help/organizations/receipts/verify-a-receipt.md): The public page anyone can use to confirm a receipt you issued is genuine.
- [Show an event on your receipt](https://donorcare.my/help/organizations/receipts/show-an-event-on-your-receipt.md): Making a dharma event appear as a ticked checkbox on your receipt, and what happens to that checkbox when you open next year's edition.
- [Run a dharma event](https://donorcare.my/help/organizations/tablets/run-a-dharma-event.md): Tiered sponsorship from setting up the offering to printing the tablets.
- [Generate tablets](https://donorcare.my/help/organizations/tablets/generate-memorial-tablets.md): Producing print-ready tablet pages from the names donors registered.
- [Design a tablet template](https://donorcare.my/help/organizations/tablets/design-a-tablet-template.md): Laying out zones, vertical text and name grids for a tablet sheet.
- [Invite a team member](https://donorcare.my/help/organizations/team/invite-a-team-member.md): Invite a colleague to your organization by email and give them a role that matches their work.
- [Roles and permissions](https://donorcare.my/help/organizations/team/roles-and-permissions.md): What each role can do, and how to choose the right one.
- [Set up approvals](https://donorcare.my/help/organizations/team/set-up-approvals.md): Requiring a second person to sign off sensitive actions.
- [See who changed a record](https://donorcare.my/help/organizations/team/see-who-changed-a-record.md): Finding who changed a donation or a campaign, what they changed, and when.
- [Who can see your donor records](https://donorcare.my/help/organizations/team/who-can-see-your-donor-records.md): Which people can open your donors and donations — your own team by role, DonorCARE staff, and nobody else — and how to check.
- [Build your public site](https://donorcare.my/help/organizations/website/build-your-public-site.md): A tour of the site builder — pages, sections and appearance.
- [Connect a custom domain](https://donorcare.my/help/organizations/website/connect-a-custom-domain.md): Moving from your DonorCARE subdomain to your own domain name.
- [Edit navigation and pages](https://donorcare.my/help/organizations/website/edit-navigation-and-pages.md): Menus, static pages and the legal pages every public site needs.
- [Write a post](https://donorcare.my/help/organizations/website/write-a-blog-post.md): Publish a news update or story on your public site's Posts page, straight from the site builder.
- [Answer inquiries from your site](https://donorcare.my/help/organizations/website/answer-support-tickets.md): Reading and replying to the messages visitors send you.
- [Manage your FAQ](https://donorcare.my/help/organizations/website/manage-your-faq.md): Answering the questions donors ask before they give.
- [Add Google Analytics](https://donorcare.my/help/organizations/website/add-google-analytics.md): Connecting GA4 and Search Console to your public site.