Zeffy

What you can do with it

Prepare a donation form your team can explain clearly and reconcile with its records.

Before you start

• Your organization's registration details, bank account, and authorized representative.
• A campaign purpose, fundraising goal, and the information you need from donors.

Put it to work

A suggested workflow from Coach House.

1. 1

   Confirm organizational eligibility

   Check the country-specific requirements before registering. Use your organization's bank account and prepare the requested verification documents.

   Check Zeffy eligibility
2. 2

   Review the donor checkout

   Create a form for one campaign. Preview the suggested contribution to Zeffy so your team can explain that it is voluntary and separate from the donation.

   Understand Zeffy's funding model
3. 3

   Plan acknowledgements and reconciliation

   Agree on who reviews donor records, answers payment questions, and matches payouts to your accounting. Check the available exports before sharing the form widely.

Know before you commit

• Country-specific eligibility and verification still apply even though the platform is free.
• Show donors how the optional Zeffy contribution affects their checkout total.