Resources and Documentation

Campaigns

Guides and resources for planning, managing, and evaluating fundraising campaigns.

Donors

Guides and tools for managing donor records.

Reporting

Guides and resources for creating, viewing, and understanding reports that help you track fundraising performance, donor activity, and overall results.

Giving Forms

Guides for configuring, customizing, and using iDonate Giving Forms.

Fundraising Channels

Guides and resources for configuring and managing the different ways donors can give, including Peer-to-Peer, Events, and Text to Give.

Organization

Guides for managing your organization’s account settings, preferences, and core configuration.

Integrations

Resources and step-by-step guides for connecting iDonate with third-party tools and platforms, managing integrations, and ensuring data flows correctly between systems.

Payment Processors and Gateways

Configuration and management of payment processors, gateway settings, and funding preferences.

Payments and Transactions

Payment processing, transaction management, bank deposits, and donor payment troubleshooting.

Billing and Statements

Subscription management, billing statements, invoices, tax documents, and reconciliation.

Security and Compliance

PCI compliance, fraud prevention, security features, account access control, and regulatory requirements.