This comprehensive guide helps charitable organizations effectively use the Give Protocol platform to receive donations, manage their presence, and engage with donors.

Getting Started

Account Registration

1. Visit the Registration Page

   • Navigate to give.io/register/organization
   • Select “Register as Organization”
   • Have your tax-exempt documentation ready

2. Provide Organization Information

   • Legal organization name
   • Tax ID number (EIN for US organizations)
   • Physical address
   • Contact information
   • Mission statement

3. Submit Verification Documents

   • 501(c)(3) determination letter (US)
   • Recent Form 990 or financial statements
   • Board of directors listing
   • Proof of active status

Initial Setup

After registration approval, complete your organization profile:

1. Basic Information

   • Organization logo and banner images
   • Detailed mission description
   • Impact areas and categories
   • Social media links

2. Banking Information

   • Add bank account for fiat withdrawals
   • Set up cryptocurrency wallets
   • Configure payout preferences

3. Team Members

   • Invite staff members
   • Assign roles and permissions
   • Set up approval workflows

Managing Your Organization Profile

Profile Optimization

Essential Elements:

• Clear, compelling mission statement
• High-quality images and videos
• Recent impact stories
• Transparent financial information
• Updated contact details

Best Practices:

• Update content monthly
• Respond to donor messages within 24 hours
• Post regular updates about your work
• Share specific impact metrics

Content Management

Creating Impact Stories:

1. Click “Add Impact Story” from your dashboard
2. Include:
   • Compelling title
   • Detailed narrative
   • Photos or videos
   • Measurable outcomes
   • Beneficiary testimonials (with permission)

Managing Projects:

• Create specific fundraising campaigns
• Set clear goals and timelines
• Track progress transparently
• Update supporters regularly

Receiving Donations

Donation Methods

1. Direct Donations

• One-time contributions
• Recurring monthly donations
• Major gifts and pledges

2. Campaign Donations

• Project-specific fundraising
• Time-limited campaigns
• Matching gift opportunities

3. Cryptocurrency Donations

• Bitcoin, Ethereum, and stablecoins
• Automatic conversion options
• Tax receipt generation

Processing Donations

Fiat Currency:

1. Donations processed through Stripe
2. Funds held for 2-7 business days
3. Automatic transfer to your bank account
4. Transaction fees: 2.9% + $0.30

Cryptocurrency:

1. Instant wallet-to-wallet transfers
2. Optional automatic conversion to fiat
3. Lower transaction fees
4. Real-time exchange rates

Donation Management

Tracking Donations:

• Real-time dashboard updates
• Detailed transaction history
• Donor information (when shared)
• Export capabilities for accounting

Acknowledging Donors:

• Automatic thank you emails
• Customizable receipt templates
• Personal message options
• Impact update scheduling

Financial Management

Withdrawal Options

Fiat Withdrawals:

• Minimum withdrawal: $25
• Processing time: 1-3 business days
• Bank transfer or wire options
• No withdrawal fees

Cryptocurrency Withdrawals:

• No minimum amount
• Instant processing
• Network fees apply
• Multiple wallet support

Reporting and Analytics

Available Reports:

• Donation summaries
• Donor demographics
• Campaign performance
• Financial reconciliation
• Tax documentation

Key Metrics:

• Total donations received
• Average donation size
• Donor retention rate
• Campaign conversion rates
• Platform engagement

Donor Engagement

Communication Tools

Messaging System:

• Direct donor communication
• Bulk update capabilities
• Template management
• Scheduled messages

Update Broadcasting:

• Project progress updates
• Impact stories
• Thank you messages
• Event invitations

Building Relationships

Best Practices:

1. Respond promptly to inquiries
2. Share specific impact examples
3. Recognize donors appropriately
4. Provide regular updates
5. Be transparent about challenges

Donor Recognition

Recognition Levels:

• Public acknowledgment options
• Donor walls and honor rolls
• Special access to updates
• Exclusive events or content

Compliance and Verification

Maintaining Verified Status

Annual Requirements:

• Updated financial documents
• Current board information
• Active program documentation
• Compliance certifications

Ongoing Obligations:

• Accurate use of donations
• Timely financial reporting
• Donor privacy protection
• Platform terms compliance

Tax Compliance

Documentation:

• Automatic tax receipt generation
• Year-end donation summaries
• Form 990 preparation support
• Audit trail maintenance

Advanced Features

API Integration

Connect Give Protocol with your existing systems:

• CRM integration
• Accounting software sync
• Email marketing platforms
• Custom reporting tools

Custom Campaigns

Campaign Types:

• Peer-to-peer fundraising
• Event-based campaigns
• Matching gift drives
• Recurring giving programs

Analytics and Insights

Advanced Analytics:

• Donor behavior patterns
• Predictive giving models
• Campaign optimization suggestions
• Comparative benchmarking

Troubleshooting

Common Issues

Verification Delays:

• Ensure all documents are current
• Check document format requirements
• Contact support for status updates

Payment Issues:

• Verify banking information
• Check minimum withdrawal amounts
• Review transaction history

Profile Visibility:

• Complete all required fields
• Add compelling content
• Check category selections

Getting Help

Support Resources:

• Knowledge base: support.give.io
• Email support: organizations@give.io
• Live chat: Available 9 AM - 6 PM EST
• Community forum: community.give.io

Best Practices Summary

1. Maintain Active Presence

   • Log in weekly
   • Update content regularly
   • Respond to donors promptly

2. Optimize for Discovery

   • Use relevant keywords
   • Select appropriate categories
   • Share impact stories

3. Build Trust

   • Be transparent with finances
   • Share specific outcomes
   • Maintain verified status

4. Engage Donors

   • Thank donors personally
   • Share progress updates
   • Create compelling content

5. Monitor Performance

   • Review analytics regularly
   • Test different approaches
   • Learn from successful campaigns