Find a clear answer. Keep making an impact.
Follow a role path, click through each step, or browse verified articles for events, fundraising, communities, networks, programs, payments and CRM.
Matching step-by-step guides
2 interactive guides
Relevant results
23 helpful articles
Create a fundraising campaign
Create a campaign with a clear goal, story and supporter-facing details before sharing it.
Set a fundraising goal
Set a realistic campaign goal and explain what supporter contributions will help achieve.
Share a fundraising campaign
Use the campaign link and GoodAction sharing options to invite supporters to contribute.
Publish a fundraising campaign
Review campaign copy, donation readiness and visibility before sharing a campaign publicly.
Configure donation receipt templates
Use Receipt Templates in Organization Settings to maintain accurate donor-facing receipt content and preview changes before use.
Configure the public donation page
Use Organization Settings to review the public donation page details and confirm the organization profile and payment account first.
Donate anonymously
Use an anonymous donation option only when it is presented in the checkout flow; public display rules can differ from payment records.
Make a donation
Open a campaign or donation page, choose an amount, review the details and complete checkout.
Troubleshoot a donation payment
Confirm payment details and try again once; do not submit repeated payments if you are unsure whether a charge succeeded.
Understand donation receipts
Keep the payment confirmation and receipt details for your records; the organization can answer campaign-specific questions.
Use the enterprise marketplace
Use Marketplace to discover nonprofit programs the company can sponsor; this is not the same as creating a nonprofit fundraising campaign.
Add a Serve opportunity
Add a partner’s published event or opportunity so employees can find it in Company Serve.
Find a Company Serve opportunity
Open Company Serve, review the listed opportunities, and register from the opportunity page.
Invite a nonprofit partner
Invite a nonprofit from Enterprise Partners so their published events and programs can appear in Company Serve.
Invite enterprise employees
Use People to invite employees and assign office, department or role details before they join Company Serve.
Review enterprise impact analytics
Open Impact analytics to review participation, verified hours and employee giving for the selected period.
Use the enterprise dashboard
Company program admins work in the Enterprise dashboard to run Serve, partners, people, stories and impact. Employees who are not admins use Company Serve instead.
Verify employee hours
Open Serve Verification to review pending participation records and approve only hours that match the opportunity.