Charity Dashboard
The Charity Dashboard provides an overview of your charitable giving progress. It displays the total number of donors, dollars granted, and the total number of grants over time.
View Donors and Grants
Access the Charity Dashboard from the left-side toolbar after logging in. If ACH is enabled, the dashboard will also show details about donations, including regions and top foundations contributing to your charity.
The Grants and Donors reports are the most frequently used. These reports provide detailed information about the donors and grants received through our affiliated donor-advised fund programs. For more details, go here: Grants and Donors
Manage Your Charity Information
Update Charity Profile:
In the Profile section, you can update your charity’s display name, mission, address, logo, and category codes. Changes will be reflected across the site.
Charity Settings:
In Charity Settings, you can manage payment options, email notifications, and invite other admins to access the dashboard.
