Getting Started
Up and running in minutes.
A straightforward onboarding process designed around how trusts actually work.
The Process
12 Simple Steps
Onboard Your Organisation
Register your trust or NGO and complete organisational verification. Your data is isolated from all other organisations.
Set Up Your Team
Invite trustees, admins, finance staff, and operations personnel. Assign granular role-based permissions to each user.
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.
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.
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.
Update Partners
Record partner organisations — NGOs, implementing agencies, community groups — with their registration details and area of operation.
Upload Supporting Documents
Attach MoUs, agreements, tax certificates, and regulatory filings to donor and partner records for complete due diligence documentation.
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.
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.
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.
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.
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.
Donor Engagement
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 Questions
Common setup questions.
Start your free account.
Request access and have your organisation set up within minutes.
Request Access