Pure Charity aims to assist Nonprofits in achieving their Mission by equipping them with the essential tools to succeed. We acknowledge the significant impact that Nonprofits have in transforming lives, and thus we endeavor to provide customized onboarding plans that cater to the individual needs of each Nonprofit we serve.

During the implementation process, we will establish clear timelines and maintain constant communication to ensure seamless integration. The following is an overview of the areas we will cover in our discussions.

Step 1:  Create Pure Charity Account

• Create your Pure Charity User & Nonprofit Account
• Navigate to your Nonprofit Account
• Enter Billing Payment Method

Step 2:  Pure Charity Account Access & Training

• My Pure Charity Giving Account (User)
• Managing Nonprofit Account
• Custom Nonprofit Branding
• Using Post-Donation Redirects
• Reports

Step 3:  Pure Charity Accounting Training

• View Donations & Download Donations
• View Donors
• Grant Requests
• Grants Reconciliation
• Managing Failed Recurring Donations
• Invoices & the Invoicing Process
• Donation Refund Policy
• Promotional Adjustments
• Promotional Transfers
• Billing
• Failed Billing Policy
• Reports

Step 4:  Fundraiser Training

• Fundraiser Dashboard
• Create Fundraiser
• Admin Access
• Fundraiser Organizers
• Fundraiser Approvals
• Fundraiser Templates
• Post-Donation Redirects
• Fundraiser Check Out Screen Links
• Embeds and iFrames, etc.

Step 5:  Sponsorship Management Training

• Sponsorship Features
• Sponsorships Dashboard 
• Create Sponsorship Program
• Sponsorship Admin Access
• Sponsorships Shortcodes (for use in WordPress)
• Embeds and iFrames

Step 6:  Trip Management Training

• Trip Management Features
• Create Trips
  
  • Trip Privacy
  • Trip Ticket Types
  • Trip Payment Gaurantees (How to manage)
  • Trip Tags and Categories 
• Trip Dashboards
• Trip Requirements & Forms
• Trip Messaging
• Trip Admin Access for Trip Leaders
• Trip Approvals
• Trip Templates
• Trip Shortcodes (for use in WordPress)
• Embeds and iFrames

Step 7:  Salesforce Integration

• Pure Charity Application Salesforce Documentation

Still need help, reach out here help@purecharity.com.