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Help Guide
Articles
Fundraising Ideas

Discover new ideas for your fundraising campaigns
What's The Best DAF Widget?
We tested three DAF Widgets. Read our results and recommendation.
Gift Dedication -- What, When, Why, How
Two great ways to make Gift Dedication a part of your fundraising toolkit
Maximizing Employer Match Opportunities
Recognize the impact that corporate philanthropy can have on nonprofits
Giving Tuesday Campaign Ideas
Kick-off to End-of-Year Giving
Don't Miss Out on Employer Matching Gifts
Corporate Social Responsibility Platforms: What are they and how to use them
Micro Campaigns and Fixed Minimum Campaigns
Fundraising ideas that ask for very small donations
QR Codes - Free, Easy, Awesome!
Scan with a phone to access your fundraising form quickly
Marketing

Attracting, engaging and retaining donor interest
How To Use Earth Day In Your Marketing
Learn how you might participate in Earth Day and use it to your marketing advantage
6 Ways To Thank Your Supporters
Reach out and let your supporters know how much they mean to you
Canva Graphic Design Platform
Creating marketing materials and graphic design easy
Fundraising Forms

Learn innovative ways to use custom features
When Should I Create A New Form?
Learn the two questions to ask when you are undecided.
Background Image Best Practices
Learn how to upload, fade, or tile a background image
Custom URL
A unique web address that is branded for your marketing purposes
Fundraising Progress Bar
Encourage (larger) donations by showing funds raised vs campaign goal
Social Media

Identifying your audience and creating effecive posts
Who is your Social Media Audience
Learn tips on identifying your Social Media Audience
How to Create an Effecive Social Media Post
Learn the building blocks and tips for creating SM Posts
How to Use Hashtags
Learn what a hashtag is and how to use them.
Donor Engagement

Engagement, Segmentation, Solicitation
Improve Donor Engagement
Create stronger ties with your supporters.
Segment Your Audience
What is segmentation and how do you use it?
How Often Should I Ask My Donors For A Donation?
Communication vs. Solicitation
GivingTuesday Toolkit

Planning for a successful GivingTuesday Campaign
Ready, Set, Go!
Preparing for #GivingTuesday
How To Tell Your Story
Storytelling Is Your Most Important Marketing Tool. Learn more.
What Is Your Call To Action
Convert a passive reader into an active supporter!
Resource Guide
Templates and other resources to inspire and guide your communication efforts.
Email Receipts

How to help your donors with miscellaneous email problems
Gmail Spam Folder
Assisting your donors to manage their Gmail Spam Folder
Help, My Donor Didn't Get Her Email Receipt
How to resend your donor's receipt
Reports

Learn how to view and manage your data
Donor's Year-End Statement
Lean how to send a Donor Year-End Statement - either individually or by batch
Event Participants Report
Easily download your event participants with One-Click Reports
One Click Reports
Reports that many users need on a frequent basis
Security

An important part of all online transactions
CAPTCHA: What Is It and Why Is It Necessary?
Defense against fraudsters who use your payment form for fraudulent transactions
Principal Controlling Officer and Know Your Customer
Learn why PCO information is required and how we use it
Minimizing Card Testing Fraud
What is card testing and what can be done about it
Other

Other interesting things you may find useful
Reassign Transaction from One Fundraising Form to Another
Quickly reorganize transactions to align with your intended program
Account Updater For Recurring Payments
Updater keeps your recurring payments running smoothly