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  1. Charidy
  2. Organization Portal

Organization Portal

Campaign Setup

  • Full Campaign Setup Video Tutorial
  • How to create and manage Levels & Streams
  • How to add and manage your "Matchers" page
  • How to add and manage teams
  • How to set up a legal entity
  • How to customize a donation confirmation letter

Tools and Reports

  • How to download a Stripe Report
  • How to Interpret a Stripe Report
  • How to export all the receipts
  • Team Export
  • Exporting Donor Data
  • Donor Export

General Questions

  • Donor & Matcher Prospecting: Understanding the difference between a matcher and mid-tier donor
  • Payouts Explained
  • How long does it take to set up a campaign?

Legal entities and payment methods

  • List of available payment options
  • Accepting Donations
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