Andrea Jackson
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Articles
Recent activity by Andrea Jackson-
Creating a Pipeline
Now that you've purchased Pipelines, I'm sure you are very eager to start creating some Pipelines. In order to create a Pipeline, you'll have to go to Pipelines on the left hand side: Once you ar...
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United States
Federal Tax ID Number In the United States, a 501(c)(3) organization must have a Federal Tax ID Number, sometimes called an Employer Identification Number (EIN), to apply for tax exemption status. ...
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Updating your Organization and/or Personal Settings!
In these training videos, we will walk over Personal Settings and Organization Settings and how to update them! Personal Settings Organization Settings Further Resources Getting Started artic...
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Setting up your Receipts - Receipt Details
Now that you've got a good understanding of the three types of receipts that you can send out from your Keela account, let's get them set up! Creating Receipts for the First Time To create your rec...
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Creating and Sending Receipts from Keela
There are a bunch of different ways that you can create and send receipts to your donors or revenue payees in Keela and we've got an article for each! To make things easier, we've summarized each a...
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Australia
Australian Business Number Registered charities and non-profit organizations in Australia are registered under the Australian Taxation Office (ATO) or Australian Charities and Not-for-Profits Commi...
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Terms of Service and Privacy Policy
Our terms of service and privacy policy are always available on our website. You can visit the below links to take you directly to our pages. Keela Terms of Service Keela Privacy Policy
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The Journey Begins: Start Here!
Welcome to the Keela family! We're so excited to have you joining us and can't wait to see the wonderful things that we'll be able to accomplish together. Your time is precious and we get that. ...
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How to Add and Remove Widgets from your Dashboard
Okay, so we've covered what the Dashboard is and all of the different types of Widgets that you can add to it. Now it's time to look at how to add and remove Widgets to create a Dashboard that suit...
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Engagement Stage
What is Engagement Stage? Ever wonder who your most engaged donors are? All the data you need is in Keela, but it can be hard to see at a glance all the different interactions you've had with a co...