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donorfinch

How-to guides

Short, numbered walkthroughs. The first six are the setup path, in order; the rest cover everyday tasks.

  1. Create your accountSign in with a one-time email link, name your organization, and land on your dashboard. No password, no credit card.2 min read · Updated October 31, 2026
  2. Set up your organizationAdd your EIN, time zone, website and brand color so receipts and donation pages come out right from the first gift.2 min read · Updated October 31, 2026
  3. Connect StripeLink a new or existing Stripe account so donations are paid straight to your bank. Takes about ten minutes.2 min read · Updated October 31, 2026
  4. Customize your donation formSet suggested amounts, recurring options, designations, questions and colors in the form builder, then publish.2 min read · Updated October 31, 2026
  5. Install the form on your websiteShare the hosted page, or embed the form on any site with one script tag. WordPress and Wix have their own one-click paths.2 min read · Updated October 31, 2026
  6. Connect QuickBooks OnlinePost each Stripe payout and offline deposit to QuickBooks as a bank deposit, with income split by fund.2 min read · Updated October 31, 2026
  7. Install on WordPressUpload the DonorFinch plugin, paste a site key, and add the donation form block or shortcode to any page.2 min read · Updated October 31, 2026
  8. Install on WixAdd the DonorFinch Donations app from the Wix App Market, connect your organization, and drop the widget on a page.1 min read · Updated October 31, 2026
  9. Record a check or cash giftEnter gifts that didn't come through your form so they get a receipt and show up in reports and statements.2 min read · Updated October 31, 2026
  10. Import donors and gifts from a spreadsheetBring your donor list and giving history over from a CSV export in five steps, with a dry run before anything is written.2 min read · Updated October 31, 2026
  11. Issue a refundRefund all or part of an online gift from the gift page. Receipts are corrected automatically and our fee comes back.2 min read · Updated October 31, 2026
  12. Resend or download a receiptRe-email a donor's tax receipt, download the PDF, or point donors to their own portal.2 min read · Updated October 31, 2026
  13. Run year-end giving statementsGenerate one annual statement per donor, email them as PDFs, and re-run safely if anything changes.2 min read · Updated October 31, 2026
  14. Invite your teamAdd coworkers, volunteers and your bookkeeper with the right role, and adjust individual permissions when needed.2 min read · Updated October 31, 2026
  15. Schedule a report by emailSave a report with its filters and have the CSV emailed daily, weekly or monthly to whoever needs it.2 min read · Updated October 31, 2026
  16. Help a donor update their cardEmail a secure link so a recurring donor can enter a new card themselves, and the plan picks up where it left off.1 min read · Updated October 31, 2026