Implementation Milestones

It is our desire here at Pure Charity to help our Nonprofits succeed.  This is exactly why we call you partners.  We understand that the work you are doing has meaning and it is changing real lives; therefore, we want to provide you with the necessary tools to be successful at that work.  

We will create an implementation plan specific to your organization - ensuring that we focus only on the things that apply to you and your organization.  We will set timelines and consistently communicate throughout the implementation process.  Below is a general idea of the discussion topics

1. PURE CHARITY KICK OFF CALL 

1. Create Pure Charity Account 
2. Verify User Account (from email in your Inbox)
3. Sign In to your Pure Charity Account & Navigate to your Field Partner Account
4. Enter Billing Information

2. FIRST CHECK IN & FUNDRAISER AND ACCOUNTING TRAINING

1. Pure Charity:  
   • User Dashboards
   • Nonprofit Dashboards
   • Custom Branding
   • Custom Redirect
   • Reports
2. Fundraisers:  
   • Create Fundraiser
   • Fundraiser Dashboard
   • Admin Access
   • Fundraiser Approvals
   • Fundraiser Templates
   • Post-Donation Redirects
   • Fundraiser Check Out Screen Links
   • Embeds and iFrames, etc.
3. Accounting Training:  
   • Reports
   • Grant Requests
   • Invoices
   • Refund Policy
   • Grants Reconciliation
   • Billing
   • Failed Billing Policy

3. TRIPS TRAINING 

1. Trips (Learn More)
2. Create Trip (Learn More)
   • Trip Tags and Categories 
   • Trip Ticket Types (Learn More)
   • Payment Guarantees (Learn More) (How to manage)
3. Admin Access (Learn More)
4. Trip Approvals (Learn More)
5. Trip Templates (Learn More)
6. Trip Dashboard (Learn More)
7. Trip Requirements / Forms (Learn More)
8. Trip Messaging (Learn More)
9. Trip Shortcodes (for use in WordPress)
10. Embeds and iFrames

4. SPONSORSHIPS TRAINING

1. Sponsorships (Learn More)
2. Create Sponsorships (Learn More)
3. Sponsorships Admin Access (Learn More)
4. Sponsorships Dashboard 
5. Sponsorships Shortcodes (for use in WordPress)
6. Embeds and iFrames