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Create your first program
After: Register or claim your nonprofit
Start guidePost a volunteer opportunity
After: Create your first program
Start guideLaunch a fundraising campaign
After: Verify for payments and connect Stripe
Start guideCheck people in on event day
After: Create an event and sell tickets
Start guideInvite employees and sponsor a program
You’ll need: A company workspace. Employees use Company Serve, not the Nonprofit dashboard.
Start guideRelevant results
50 helpful articles
Create a nonprofit program
Create a program to organize long-running service delivery, outcomes and related activities in the nonprofit workspace.
Create a program with AI
Use the AI-assisted program builder to draft a starting structure, then verify every generated objective, activity and measurement before saving.
Manage program beneficiaries
Add and maintain only the beneficiary information needed to deliver and measure the selected program instance.
Manage program funders
Associate funders with the relevant program instance and keep commitment and relationship details accurate.
Start from a program template
Review the available program templates and choose one only when its structure matches the work your organization delivers.
Track program inventory
Record inventory assigned to a program instance and reconcile quantities when items are received, allocated or distributed.
Use program records
Create program records for operational evidence that belongs to a specific program instance and follow your organization data policy.
Manage a program instance
Use a program instance for a specific delivery period or cohort and keep its dates, status and operational records current.
Track program money
Use the program money area to record and review program-specific financial activity without treating it as a replacement for formal accounting.
Manage program cohorts
Use cohorts to group beneficiaries within a program instance when delivery, reporting or follow-up differs by group.
Manage program institutions
Associate delivery partners or institutions with the correct program instance and maintain their current details.
Record program distributions
Use distribution logs to record what was provided, when it was provided and the relevant program instance.
Configure a program instance
Review instance settings before delivery starts and avoid changing identifiers or dates that would make existing records misleading.
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.
Invite a nonprofit partner
Invite a nonprofit from Enterprise Partners so their published events and programs can appear in Company Serve.
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.
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 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.
Verify employee hours
Open Serve Verification to review pending participation records and approve only hours that match the opportunity.
Understand impact analytics
Use Impact analytics to review what is happening across programs, fundraising, events and participation without treating estimates as audited results.
Create an impact report
Create a report with the intended audience, reporting period and relevant evidence before sharing or printing it.
Print or share an impact report
Review a report in its final layout before printing or sharing and confirm that it contains no unintended private information.
Request impact verification
Use the available verification workflow with truthful supporting evidence and monitor the displayed review status.
Approve volunteer hours
Review pending volunteer hours against the related activity before approving or rejecting them.
Create a volunteer opportunity
Create a volunteer opportunity with a clear role, schedule, capacity and participation expectations.
Manage nonprofit volunteers
Use the nonprofit volunteer workspace to review participants, assignments, activity and follow-up.
Sign up to volunteer
Open an eligible opportunity, review its dates and requirements, and complete the volunteer sign-up details.
Submit volunteer hours
Record volunteer hours against the correct opportunity or activity and submit only time that was actually completed.
Cancel an event
Cancel an event only after reviewing its registrations, ticket commitments and attendee communication needs.
Check in volunteers and attendees
Use Volunteer & event check-in to locate the correct event and record arrival for registered participants.
Choose an event date and time
Set the event date, start time and end time carefully, then review the displayed timezone before publishing.
Choose the right event host
Choose whether an event is hosted by an individual, organization, community or network before configuring it.
Create free registration
Use the event registration settings for a free event when attendees need to reserve a place.
Create paid tickets
Add ticket options and prices only after the event host has the required payment setup.
Create your first event
Create an event by choosing the right host, activity and event details before publishing.
Edit a published event
Update event details carefully and communicate material changes to registered attendees when appropriate.
Manage event registrations
Use the event management view to review registrations and attendee information for your event.
Publish an event
Review details, registration and payment readiness before making an event available to attendees.
Set an event title and description
Use a clear title and a practical description so attendees understand the purpose, schedule and expectations.
Set event location or online details
Add an in-person location or the relevant online joining details according to the event format.
Set ticket capacity
Set a ticket quantity that reflects the real capacity and review it before attendees begin purchasing.
Set ticket sales dates
Use ticket sales dates to control when a ticket can be purchased and stop sales when needed.
Use event templates
Start from an available event template when it matches your format, then review every copied detail before publishing.