Question 1

What makes Alignmint different?

Accepted Answer

Alignmint brings accounting, donor records, giving pages, volunteers, events, reports, and team work into one place. You can start on the Free plan if your nonprofit has up to $100K in annual donations, then move up as your needs grow.

Question 2

How do I import data from my old system?

Accepted Answer

Alignmint connects to QuickBooks Online from Administration → Data Import on Plus and above. For other systems, export your records and request a free setup review. Pro and Enterprise customers get hands-on help moving donors, gifts, and chart-of-accounts data.

Question 3

Can multiple users access the same account?

Accepted Answer

Yes. Alignmint supports multiple users: 1 on Free, up to 10 on Plus, up to 25 on Pro, and unlimited on Enterprise. Organize your team into groups and teams in People for easy management and collaboration.

Question 4

How does fund accounting work in Alignmint?

Accepted Answer

Every transaction can be tagged with a fund (Unrestricted, Temporarily Restricted, or Permanently Restricted). Track as many fund balances as you need and generate financial statements that meet nonprofit accounting standards.

Question 5

Is my donor data secure?

Accepted Answer

Absolutely. We use bank-level encryption to protect all your data. Your information is stored on secure, audited servers, and each organization's data is completely separate from others. We never sell or share your data.

Question 6

Can I connect my bank account?

Accepted Answer

Yes. Alignmint securely connects to your bank so transactions are automatically imported. This makes matching your records to your bank statement quick and easy.

Question 7

How do donation receipts work?

Accepted Answer

Alignmint automatically generates IRS-compliant donation receipts. Send instant receipts after each donation or batch year-end receipts. Customize with your logo and messaging. Donors can also access receipts through their self-service portal.

Question 8

What reports can I generate?

Accepted Answer

All standard nonprofit reports: Balance Sheet (with all your fund balances), Income Statement by Fund, Statement of Functional Expenses, Cash Flow Statement, Volunteer Hours, Mileage Reports, and Donor Contribution Statements. Export to PDF or Excel.

Question 9

Do you offer training or support?

Accepted Answer

Yes. All plans include help documentation and email support. Pro and Enterprise plans include priority support with faster response times, plus optional setup calls.

Question 10

What is Minty AI?

Accepted Answer

Minty AI is your smart assistant built right into Alignmint. Just type a question in plain English - like 'Who are my top donors?' or 'Show me this month's donations' - and get instant answers from your actual data. It even links you to the right reports. 50 questions per day included.

Question 11

Does Alignmint have event management?

Accepted Answer

Yes. Events & Ticketing helps you create events, sell tickets with secure online payments, manage registrations, send confirmation emails, and check in attendees on event day. It supports free and paid events, promo codes, waitlists, and pre-event checklists.

Question 12

Can I send SMS text messages?

Accepted Answer

Yes. SMS Campaigns let you send text messages to contacts. Use templates for thank you messages, event reminders, and invitations. Insert event details and donation links automatically. Great for quick donor engagement.

Question 13

Does Alignmint help with Form 990?

Accepted Answer

Yes. The Form 990 Builder automatically generates IRS Form 990 worksheets by mapping your Chart of Accounts to 990 line items. Covers Parts VIII (Revenue), IX (Functional Expenses), X (Balance Sheet), and XI (Net Assets). Export to PDF for your accountant.

Question 14

Can Alignmint handle fiscal sponsorship?

Accepted Answer

Yes. Enterprise plan supports unlimited organizations with complete privacy between each one. Features include: Distribution Manager for fund transfers, Sponsor Fee Allocation for admin fees, consolidated reporting, and multi-org switching.

Question 15

What payment methods can I accept?

Accepted Answer

Credit cards and bank transfers are processed automatically online. Recurring donations, payment confirmations, and refunds are all handled for you. You can also manually record cash, checks, wire transfers, stock donations, and in-kind gifts.

Question 16

How do I record different types of donations?

Accepted Answer

The Donations Manager supports every type of gift: cash, checks (just snap a photo and we'll read the details), credit cards, bank transfers, wire transfers, stock donations, and in-kind gifts. Each donation can be assigned to a donor, fund, and campaign.

Question 17

Can donors manage their own giving?

Accepted Answer

Yes. The Donor Portal gives donors self-service access to: view giving history, download tax receipts, update payment methods, manage recurring gifts, and update their contact information.

Question 18

What is My Workspace?

Accepted Answer

My Workspace is your personal productivity hub inside Alignmint. Every plan includes the hub in the sidebar. Contacts, My Calendar, and Notes are available on Free. Messenger, Video Conferencing, and My Files require Plus, Pro, or Enterprise. Upgrade when your team needs chat and meetings without leaving the app.

Question 19

What are Minties?

Accepted Answer

Minties are marketing credits used for sending emails (1 credit), texts (2), postcards (100), letters (200), and handwritten cards (600). Plus gets 2,500 free Minties per month, Pro gets 10,000, and Enterprise gets 25,000+. You can buy more anytime - purchased credits never expire.

Question 20

Can I send physical mail through Alignmint?

Accepted Answer

Yes. Letter Campaigns let you send postcards, letters, and handwritten cards to donors through the mail. Just write your message, pick your recipients, and we handle the printing, stamping, and mailing. Uses Minties credits.

Question 21

Does Alignmint support video meetings?

Accepted Answer

Yes. Video Conferencing in My Workspace lets you schedule and join video meetings inside Alignmint. Features include screen sharing, recording, AI transcription, AI meeting summaries, and email invitations for external guests.

Question 22

Can Minty AI take actions for me?

Accepted Answer

Yes. Minty AI can schedule meetings, log mileage, create tasks, update donor info, and log volunteer hours. Just ask in plain English. Minty always shows you a preview and asks for confirmation before making any changes.

Question 23

Does Alignmint support foreign currency expenses?

Accepted Answer

Yes. You can submit expenses in 10 foreign currencies including Mexican Pesos, Euros, British Pounds, and more. The system automatically converts to US dollars using daily exchange rates. Your books always stay in USD.

Question 24

Can I get reports emailed to me automatically?

Accepted Answer

Yes. Alignmint sends automatic email reports including weekly donation summaries, monthly income statements, quarterly reviews, and year-end summaries. You can also set up real-time donation alerts for gifts above a threshold you choose.

Question 25

What are Donor Journeys?

Accepted Answer

Donor Journeys are automated thank-you sequences that run when a donor takes an action - like their first gift, a major donation, or a recurring giving anniversary. Choose from 10 pre-built templates or build your own. Actions include emails, texts, postcards, letters, and handwritten cards. Uses Minties credits.

Question 26

Does Alignmint have a volunteer scheduler?

Accepted Answer

Yes. The Volunteer Scheduler lets you create volunteer events with a public signup calendar, QR code check-in, automatic hour tracking, skill matching, and analytics. Volunteers can browse opportunities and sign up on their own. Available on Plus, Pro, and Enterprise plans.

Question 27

Can I build custom mailing lists?

Accepted Answer

Yes. Mailing Lists let you build targeted recipient groups from your donors, contacts, and prospects. Filter by tags, giving history, location, or any criteria. Save lists and reuse them across email, SMS, and letter campaigns.

Question 28

Does Alignmint have a to-do list or task manager?

Accepted Answer

Yes. The To-Do List lives on your dashboard. Create tasks with priorities, due dates, and recurring schedules. Assign tasks to team members and get notifications when things are due. Alignmint even auto-creates thank-you tasks when large donations come in.

Question 29

Does Alignmint support accrual accounting?

Accepted Answer

Yes. Alignmint supports both cash and accrual basis accounting. Accrual features include Bills Manager (accounts payable), Pledges Manager (donor promises to give), and Grants Receivable (awarded grants tracking). Each creates proper journal entries automatically.

Question 30

Can I group donors into households?

Accepted Answer

Yes. Householding lets you group related donors together to see combined giving totals, send one receipt per household instead of duplicates, and avoid sending multiple mailings to the same address. Alignmint can automatically suggest household matches or you can link donors manually.

Question 31

Does Alignmint handle payroll?

Accepted Answer

Alignmint integrates with Gusto for payroll. The Payroll Manager lets you import payroll data, allocate costs across funds, and automatically generate the proper journal entries in your books. This keeps your payroll expenses properly categorized by program, admin, and fundraising.

Question 32

Can I build an annual budget in Alignmint?

Accepted Answer

Yes. Annual Budget Planning lets you build line-by-line projections for revenue and expenses. Compare your budget vs actual spending throughout the year. It supports fund-level budgeting so you can track each fund's budget separately.

Question 33

Can I create QR codes for donation pages?

Accepted Answer

Yes. The QR Code Generator creates QR codes that link to your donation pages, events, or volunteer signup forms. Customize with your logo and colors, download for print materials, and track how many times each code is scanned.

Question 34

How do I track vendors in Alignmint?

Accepted Answer

Vendors CRM lets you store vendor contact info, payment terms, tax IDs (W-9), and full transaction history. Vendors are automatically linked to your expenses and bills for easy tracking and reporting.

Question 35

Can I track fixed assets and depreciation?

Accepted Answer

Yes. The Depreciation Calculator tracks your fixed assets and calculates depreciation automatically using straight-line or declining balance methods. It generates depreciation schedules and creates journal entries to keep your books accurate.

Question 36

Does Alignmint have inventory tracking?

Accepted Answer

Yes. The Inventory Tracker lets you manage physical items like merchandise, supplies, and equipment. Record quantities, values, and locations. Generate inventory valuation reports for your financial statements.

Question 37

Can people book meetings with me through Alignmint?

Accepted Answer

Yes. Public Scheduling lets you share a booking page where donors, board members, or partners can pick a time that works. Set your availability hours, required fields, and custom confirmation messages right inside Alignmint.

Question 38

How do volunteer applications work?

Accepted Answer

Volunteer Applications gives you a public application form with a shareable link. Prospective volunteers fill it out, and their submission lands in your review queue. You can approve or reject with one click. Customize the form with your own questions, required fields, and section toggles.

Question 39

Can I configure my volunteer program settings?

Accepted Answer

Yes. Volunteer Settings lets you manage activity types for hour logging, color-coded event categories, and setup checklists for new volunteers. It keeps the basics of your volunteer program in one place.

Question 40

Can I see a balance sheet broken down by fund?

Accepted Answer

Yes. The Balance Sheet by Fund report shows assets, liabilities, and net assets in a multi-column layout with one column per fund. It's perfect for seeing exactly where your money sits across restricted and unrestricted funds.

Question 41

Does Alignmint have an event financial report?

Accepted Answer

Yes. The Event Financial Report tracks revenue and expenses for each event side by side. See ticket sales, registration fees, sponsorships, and costs so you know exactly how much each event raised or cost.

Questions?

Start with the essentials.

Start with setup

Set up fund accounting

Income statement reports

Browse documentation.

Getting Started

Dashboard

Donor Hub

Fund Accounting

Expenses & Deposits

People

Marketing Hub

Events & Ticketing

Payments & Integrations

Minty AI

Reports

Tools

Administration

My Workspace

Common product questions.