Advice and answers from the Donorfy Team

Here's how to get your Donorfy database set up in a few steps and guides to find your way around.

Everything you need to set up your Donorfy just the way you want it to be, set up payment providers (Stripe and GoCardless), keep your Donorfy secure and more. All Settings in Donorfy require Administrator Access.

Create, update and add a variety of data to your Constituent records in Donorfy.

Using Lists to export the data that you need to create the reports you need, and create meaningful dashboards with connected tools.

Fundraising - Trusts, Major Donors, Legacies, Campaigns

Your guides for creating online Forms, Campaign Donation Pages and implementing Web Widgets.

Accepting and managing payments, Gift Aid, regular donations, membership and other transactions using Donorfy's financial tools.

Downloading financial data for entry to your financial accounting software system, such as Sage, Quickbooks and Xero. And how to compile and send Gift aid claims automatically from within Donorfy.

Importing data (file uploads), updating data (file updater), cleaning data and bulk deletion of constituent data

Why do things manually when you can automate? In this section are your guides to Triggers & saving emails to Constitunet Timelines

Integrate your other online services or harness the power of Donorfy's integrations.

Connect your website or software application to Donorfy for the bespoke donation or data collection experience. (This section does not include Web Widgets, please see the Online Donations section of the Knowledge Base for those particular transaction options.)