Guides
Giving, receipts and your tools, in plain language.
Short, sourced guides for the people who raise the money, keep the books and choose the tools. Not legal or tax advice, but a solid place to start.
Read a guide
Each guide answers one question your treasurer, your auditor or your board will ask, in plain language, with links to the rules it comes from. We add guides as nonprofits ask us questions, so if there's one you need, email hello@donorly.ai.
Are "free" CRMs really free?
Who pays for a "free" donation platform, what a pre-selected 17% tip costs your donors, and what to ask.
→Donation receipt requirements
What the IRS expects a donation receipt to say, and when you must send one.
→Head Start non-federal match
How to meet and document Head Start's 20% non-federal match, with the rules and sources.
→Year-end giving
Why December matters, which year a gift counts for, what receipts donors need, and a checklist for the last weeks of the year.
→Spreadsheet or CRM?
Is a CRM worth the cost when every dollar should go to the mission? Count the hours, with three worked examples and a three-year view.
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See it with your own checks, pages and members.
30 minutes, on your own work: your checks, your pages, your numbers. Ask us how anything works. During the beta, we move your data in for you at no cost.