What are you trying to do?

Guides for the people running fundraising day to day. Each one names the minimum role that can carry it out.

Start here

How campaigns, donations, donors and receipts fit together.

What each checklist item means and how to clear it.

The checks worth making before you take public money.

Cash, cheque and bank-in, alongside online giving.

When a receipt is created, and what is on it.

What each role can do, and which one to give a colleague.

Your first weeks, from first login to going live.

Creating, publishing and reporting on appeals.

Recording, finding, voiding and importing gifts.

Records, duplicates, tax profiles and audiences.

Issuing, numbering and templates.

LHDN MyInvois submission, tracking and failures.

Exports, gateway keys, reconciliation and month close.

Dashboard, recurring health, copilot and board reports.

Your public site, domain and inquiries.

Sender domain, automatic emails and campaigns.

Asking donors for details a donation alone does not capture.

Dharma events and printed tablets.

Colleagues, roles, approvals, the record timeline and who sees your donors.

FormCARE and webhooks.

Profile, branding and media.