How to Use THE FOUNDATION BOOKS

Quick start for a new portal.

1. Set up your organization

Go to Organization Profile, paste your website and press Pull branding. Your logo and colors appear in the top-left of your portal. Fill in your EIN, address and contact.

2. Add donors, programs and vendors

Use the Donors, Programs & Services and Vendors pages, or upload a spreadsheet on the Import page.

3. Record money in and out

Create invoices or pledges for donations, and log expenses with their Form 990 category.

4. Payroll

Add staff on Payroll → Staff (upload a W-4 to fill the form), choose how you pay people under Payroll → Payouts, then Run payroll.

5. Reports

Open Reports or Impact Reports, choose a template, edit, then download a PDF or email it.

6. Need help?

Press Get help on your Dashboard to send a support ticket.

Last updated November 2026. Questions: jazyconsults@gmail.com