Up and running in minutes.

A straightforward onboarding process designed around how trusts actually work.


12 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 — contact details, identification documents, and communication preferences. Build mailing lists and send personalised email campaigns and quarterly newsletters directly from the platform.

4

Record Incoming Donations

Enter every donation with payment type, amount, date, and 80G eligibility status. Track receipts, reversals, and cancellations with a full audit trail — no donation goes unrecorded.

5

Issue 80G Tax Receipts

Generate 80G and non-80G receipts for every eligible donation. Manage Form 10BD and 10BE compliance fields, void receipts with a reason trail, and share a public print URL directly with donors.

6

Update Partners

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

7

Upload Supporting Documents

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

8

Define Projects & Accountability

Create projects with defined objectives, geographic coverage, partner linkages, and approval workflows. Connect each to its funding source. Track training programmes, enrolments, and beneficiary profiles against each project.

9

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.

10

Monitor Fund Utilisation

Track donation receipts, disbursements, and bank remittances in real time. A live fund utilisation view across every project. Export custom CSV reports for donors, donations, and projects at any time.

11

Conduct Due Diligence Visits

Log trustee site visits to partner locations with attendees, dates, and field observations. Build a permanent, timestamped record of every visit — unassailable evidence of governance for auditors and regulators.

12

Generate Statutory Reports

Export audit-ready financial statements, utilisation certificates, and donor reports at any time. Publish your trust's impact on a branded public website — drastically cutting both audit preparation and donor reporting effort.

No spreadsheets. No scattered files. One platform.

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


Raise funds and keep donors connected.

Built-in tools to communicate your impact, grow your donor base, and give your trust a public presence.

Email Campaigns

Send personalised email campaigns to segmented donor and partner audiences using branded templates with dynamic placeholders. Schedule sends in advance and track every dispatch.

Public Website

Build a branded public microsite for your trust at your own subdomain. Use the drag-and-drop editor with four themes to showcase your mission, team, projects, and photo galleries — no developer needed.

Quarterly Newsletter

Generate a polished quarterly newsletter with per-project sections, financial summaries, and AI-assisted content — then share it via a public URL or send it directly to your donor mailing list.


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.

Start your free account.

Request access and have your organisation set up within minutes.

Request Access