Getting Started

Up and running in minutes.

A straightforward onboarding process designed around how trusts actually work.

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The Process

9 Simple Steps

1

Onboard Your Organisation

Register your trust or NGO and complete organisational verification. Your data is isolated from all other organisations.

2

Set Up Your Team

Invite trustees, admins, finance staff, and operations personnel. Assign granular role-based permissions to each user.

3

Manage Donor Profiles

Add donors with complete profile information, including contact details, identification documents, and preferred communication methods.

4

Update Partners

Record partner organisations — NGOs, implementing agencies, community groups — with their registration details and area of operation.

5

Upload Supporting Documents

Attach MoUs, agreements, tax certificates, and regulatory filings to donor and partner records for complete due diligence documentation.

6

Define Projects & Accountability

Create projects with defined objectives, geographic coverage, partner linkages, and approval workflows. Connect each to its funding source.

7

Attach Project Photos

Upload before/during/after photo galleries for each project. Visual evidence of your trust's on-the-ground impact for donors and auditors.

8

Monitor Fund Utilisation

Track donation receipts, disbursements, and bank remittances in real time. A live fund utilisation view across every project.

9

Generate Statutory Reports

Export audit-ready financial statements, utilisation certificates, and donor reports at any time — drastically cutting audit preparation effort.

No spreadsheets. No scattered files. One platform.

ManageMyTrust replaces fragmented manual processes with a single, structured system your auditors will trust.

Common Questions

Common setup questions.

Verification typically takes 1–2 business days after you submit your registration. You will receive an email confirmation once your organisation is approved and your account is active.

Yes. ManageMyTrust supports structured data imports. Contact our support team after onboarding and we will guide you through the import process for your existing donor and project data.

There is no hard limit on the number of users. Each user is assigned a role with specific permissions, ensuring your data remains secure even as your team grows.

Yes. ManageMyTrust enforces strict multi-tenant data isolation. Your organisation's donors, partners, projects, and financial records are never accessible to any other organisation on the platform.
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