Institution quick start

Register for qualified monthly funding without adding another job.

A short path from registering and completing your organization setup to making an optional introduction to businesses already connected to your community.

No private application, statement, bank, or identity details belong in this guide.

Your quick start, in order

Know what happens next.

Read the short version on screen, or download the same guide to keep nearby.

Step 01

Enroll your organization

Register a place of worship or private school, verify your email, and complete the organization setup with the name, story, contact details, and public application link that represent your community.

What to expect: After verification and completed setup, your organization can appear in beneficiary search with a clear, shareable /c/ page for local businesses.

Step 02

Optionally introduce connected businesses

Promotion is optional. If useful, share the approved message and branded link with business-owning congregants, school families, alumni, and local supporters who may want a reviewed processing option.

What to expect: Businesses can also search for and choose an active beneficiary themselves; importing or saving a contact is private preparation until your team intentionally queues outreach.

Step 03

Let the team support the review

Merchants share their statement privately and receive a confidential analysis. Your organization does not handle bank details, identity documents, merchant billing, or technical support.

What to expect: You can follow progress and handoffs in the workspace without seeing private merchant source documents.

Step 04

Receive qualified monthly funding

When an approved participating business selects your organization, an approved share of processing activity may support it on a recurring monthly schedule.

What to expect: Reports and payouts show the organization-level story; participation, amounts, and timing depend on approved provider arrangements.

Keep this guide handy

A clear next step is enough.

The guide changes as the product changes. When a new feature arrives, the on-screen guide, PDF, AI helper, and in-product tips should tell the same story.