Quick Start Guide

Welcome to Alignmint

Alignmint is a complete nonprofit management platform that combines fund accounting, donor management, donation tracking, and financial reporting in one modern, intuitive page. Whether you're a small nonprofit or a fiscal sponsor managing multiple organizations, Alignmint grows with your needs.

What You Can Do with Alignmint

• Manage Donors: Complete CRM with contact management, giving history, and segmentation

• Track Donations: Record all gift types including cash, checks, credit cards, stock, and in-kind

• Fund Accounting: True nonprofit fund accounting with restricted fund tracking

• Financial Reports: Balance sheets, income statements, and Form 990 reports

• Accept Online Donations: Custom donation pages with secure online payments

• Manage Your Team: Organize staff, volunteers, and board members into groups and teams

Step 1: Create Your Account

1. Visit

   alignmint.app

   and click "Start Free"

2. Enter your email address and create a secure password
3. Check your inbox and click the verification link

4. Complete your profile with your name and contact information

Step 2: Set Up Your Organization

After creating your account, you'll set up your nonprofit's profile:

• Organization Name: Your nonprofit's legal name as registered with the IRS

• EIN: Your Employer Identification Number for tax receipts

• Fiscal Year: Select your fiscal year end date (December 31, June 30, or custom)

• Address: Your organization's physical address for receipts and correspondence

• Time Zone: Ensures accurate timestamps on all transactions

Step 3: Import Your Existing Data

Migrating from another system? Alignmint makes it easy to bring your data with you:

• Donors and Contacts: Import via spreadsheet with name, email, address, phone, and custom fields

• Donation History: Bring over historical donations with donor, amount, date, and fund allocation

• Chart of Accounts: Import your existing account structure or use our nonprofit-optimized template

Pro and Enterprise customers receive hands-on setup help from our team, including data cleanup and review.

Step 4: Organize Your Team

Alignmint supports 1 user on Free, up to 10 on Plus, up to 25 on Pro, and unlimited on Enterprise. Use People to organize your team into groups and teams:

• Groups: Create groups for staff, volunteers, board members, and other categories

• Teams: Set up teams for committees, departments, or project-based work

• People profiles: Manage personnel, track volunteer hours, and handle digital waivers in one place

Step 5: Connect Your Bank Account

Securely connect your bank accounts for automatic transaction import and easy reconciliation. This enables:

• Automatic import of bank transactions
• One-click bank reconciliation
• Real-time cash balance visibility
• Reduced manual data entry

Step 6: Set Up Online Donations

Turn on secure online payments to start accepting donations. You can create custom donation pages for campaigns, events, and general giving.

Need Help?

Our support team is here to help you get started. Email us at [email protected] or use the AI Assistant in our documentation to get instant answers to your questions.