Guides, Tutorials & Best Practices

Everything you need to get the most out of Lite Raise — from setup guides to fundraising strategies and compliance walkthroughs.

All Articles (15)

Creating Your Lite Raise Account

Step-by-step walkthrough of creating an account, choosing a subdomain, and starting your 14-day free trial.

Choosing the Right Plan

Compare Launch, Grow, Scale, and Pro side-by-side so you pick the right tier for the size and needs of your organization.

Verifying Your Nonprofit (EIN)

Why we ask for your EIN, how the IRS Pub-78 check works, and what to do if your nonprofit isn't found.

Launching Your First Campaign

From an empty dashboard to a live donation page in under 15 minutes.

Customizing Your Donation Page

Brand colors, custom domain, suggested amounts, anonymous giving toggle — everything that makes the page feel like yours.

Reward Tier Strategy that Converts

Picking amounts, naming tiers, and using scarcity to push average donation size up by 30–50%.

How the Compliance Engine Works

Plain-language explanation of where your tasks come from, how due dates are computed, and what happens when laws change.

IRS Form 990 — What You Need to Know

Plain-language breakdown of which 990 you file, when it's due, and how to use Lite Raise's built-in checklist.

State Charitable Solicitation Registration

Why most states require it before you accept donations, how to use the dashboard to track multi-state status, and the 9 states that exempt small nonprofits.

Managing Your Donor List

Search, segment, tag, and never lose a donor relationship again.

Year-End Donor Receipts

How to generate compliant year-end giving statements in bulk for everyone who donated last year.

Generating Reports & Exporting Data

Built-in reports for board meetings, accounting, and grant applications — plus CSV exports for everything else.

Inviting Team Members & Roles

How to invite staff, what each role can do, and how to safely transfer ownership.

Changing Plans & Updating Billing

Upgrade, downgrade, swap card, view invoices — without ever calling support.

What's New — April 2026

Recent platform updates: PDF receipts, public donation SPA, MFA hardening, and more.