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STEP BY STEP GUIDE TO ACCESS THE NON-PROFIT DASHBOARD

Editing the Non-Profit Profile

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  1. Select the ‘Profile’ tab on the top and go to ‘Non-Profit’ from the panel on the left side of the screen

  2. Click on 'Edit' in the relevant section of the page and make the desired changes

  3. After updating the details, click on 'Save'

  4. Write to partnership@giveindia.org to intimate the team so the changes can be approved and made live on your profile.

Editing the Project Page

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  1. Select the ‘Profile’ tab on the top and go to ‘Projects’ from the panel on the left side of the screen

  2. Click on the project card that you want to edit

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3. Click on 'Edit' in the relevant section of the page and make the desired changes

4. After updating the details, click on 'Save'

5. Write to partnership@giveindia.org so the changes can be made live.

Tracking donations

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  1. Select the ‘Crowdfunding’ tab on the top and go to ‘Donations’ from the panel on the left side of the screen

  2. Click on ‘Live’ to track the donations that have been received on the profile but haven’t been disbursed yet.

  3. Click on ‘Disbursed’ to track the donations that have been disbursed to your organization

  4. From the top-left of the screen, put the relevant filters like date, fundraiser or project to view the desired data

  5. If you wish to download the data, click on the ‘Proceed to Export’ button to download it for the required date range

Downloading the tax-exemption receipts

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  1. To download a tax exemption receipt, select ‘Crowdfunding’ tab on the top and go to ‘Donations’ from the panel on the left side of the screen

  2. Under the ‘Live’ or ‘Disbursed’ donation sections, use the search bar to find the relevant donation by entering the name, phone number, email ID, or transaction reference number relevant to the donor

  3. Click on ‘View Details’ and download the e-receipt

Note: A tax-exemption receipt is generated within 5 days from the date of donation

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