Non-Profits

Answers on Muin for nonprofits — donor management, giving pages, grants, programs, and fund accounting — to raise more and steward every dollar with less admin.

21 questions

How do I track donors and giving history?

Muin provides comprehensive donor management: **Adding donors:** - Add manually at **Non-Profits > Donors > Add Donor** - Import from CSV for bulk uploads - Donors are automatically created when donations are recorded **Donor profiles include:** - Contact information and communication preferences - Complete giving history with totals - Donation frequency and patterns - Communication log - Tax receipt history - Linked campaigns and funds **Donor segments:** Create segments for targeted outreach: - By giving level (major, mid-level, grassroots) - By frequency (monthly, annual, first-time) - By fund or campaign - By engagement level **Tax receipts:** Generate year-end tax receipts in bulk from **Non-Profits > Donors > Tax Receipts**.

How do I manage grants from application to reporting?

Track the full grant lifecycle in Muin: **Grant stages:** 1. **Discovery & Application** - Track opportunities and deadlines 2. **Active Management** - Record awards, track spending 3. **Reporting** - Meet deadlines with generated summaries **For each grant, track:** - Funder details and contacts - Award amount and terms - Budget vs actual spending by category - Disbursements received - Reporting schedule and deadlines - Compliance requirements **Deadline reminders:** Muin sends reminders at 30, 14, and 7 days before reporting deadlines so you never miss a submission. **Getting started:** Go to **Non-Profits > Grants > Add Grant** to create your first grant record.

How does fund accounting work in Muin?

Nonprofits must track money by its designated purpose. Muin supports nine fund types: **Fund types:** | Type | Description | |------|-------------| | General (Unrestricted) | Can be used for any organizational purpose | | Restricted | Donor-imposed time or purpose restrictions | | Endowment | Permanently restricted principal | | Capital | Capital projects and equipment | | Designated | Board-designated for specific purposes | | Program | Tied to specific programs | | Scholarship | Student financial aid | | Emergency | Reserve and emergency funds | | Waqf | Islamic endowment (perpetual charitable trust) | **Setting up funds:** 1. Go to **Non-Profits > Funds** 2. Click **Create Fund** 3. Define name, restriction type, and purpose 4. Set target balance (optional) **Recording donations:** When recording a donation, designate the fund to ensure proper allocation. **Fund transfers:** Transfer between funds when restrictions are met, with approval workflows. **Reports:** Generate fund-level financial reports including balances, income/expenses, and trends.

Can I track volunteer hours and activities?

Yes! Muin helps you coordinate volunteers and track their contributions: **Volunteer profiles:** - Contact information and availability - Skills and interests - Background check status - Signed waivers - Complete hours log **Tracking hours:** - Manual entry by staff - Volunteer self-service portal - Hours tracked by program or activity **Reports include:** - Total hours by volunteer - Hours by program or activity - Impact valuations (hours x standard rate) - Volunteer retention rates Use volunteer hour reports in grant applications to demonstrate community engagement.

How do I track program impact metrics?

Muin helps you measure and report on program outcomes: **Setting up metrics:** 1. Go to **Non-Profits > Programs** 2. Create or edit a program 3. Define impact metrics (e.g., participants served, sessions held) 4. Set targets for each metric **Tracking progress:** - Update metrics from the program dashboard - View progress toward goals - Compare across time periods - Attach supporting evidence **Reporting:** Generate impact reports for: - Board meetings - Grant reporting - Annual impact assessments - Donor communications Impact data flows automatically into grant reports and board summaries.

How do I create a fundraising campaign?

Create and track fundraising campaigns in Muin: **Creating a campaign:** 1. Go to **Non-Profits > Fundraising** 2. Click **Create Campaign** 3. Set name, goal amount, and dates 4. Designate the target fund 5. Create a giving page (optional) **Giving pages include:** - Custom branding and messaging - Progress thermometer - Suggested giving levels - Recurring donation options - Mobile-friendly design **Campaign tracking:** - Amount raised vs goal - Number of donors (new vs returning) - Average gift size - Daily and weekly trends **Communication:** Muin sends automatic thank-you emails and you can share campaign progress updates with supporters.

My advisor sent me a 990 questionnaire link — what is it?

It's the part of your Form 990 only you can answer: plain-language governance questions ("Is your organization a registered 501(c)(3)?") with **Yes / No / Unsure** responses. Your answers map into the right parts of the form your advisor is preparing. Everything auto-saves as you go, each section tracks its own progress, and you submit a section when it's complete.

What if I don't know the answer to a 990 questionnaire question?

Answer **Unsure** — it's a real option, and it flags the item for your advisor to follow up on. That's far better than guessing on a federal filing. Your advisor reviews every answer before anything is filed, so an Unsure becomes a conversation, not a mistake.

I submitted a 990 questionnaire section with a wrong answer — can it be fixed?

Yes — tell your advisor. They review and correct the underlying section in their 990 workspace before any filing happens; your submission informs the draft, it doesn't lock the form. If the deadline is approaching, the request will also show in your **My Tasks** inbox so neither of you loses track.

What can I do in the grantee dashboard?

The grantee dashboard is your window into every grant a grantor has awarded you through Muin. The **Overview** tab lists each grant with its number, purpose, period, amount, and current status. **Reports** shows any progress reports your grantor has requested, with due dates and submission status. **Documents** holds files your grantor has shared with you — agreements, schedules, and guidelines. Click any grant card to open its detail page with the full disbursement history.

How do I receive my grant funds as a grantee?

Your grantor pays you directly from their own bank account — funds never pass through Muin. The dashboard tracks the status for you: **Payment Pending** means a disbursement has been initiated, and **Disbursed** or **Completed** means the grantor has sent the funds. If a payment looks delayed or a status seems wrong, contact your grantor directly — they manage disbursements on their side.

My grantor asked for a progress report — where do I see what's due?

Open the **Reports** tab on your grantee dashboard. Each report shows its type, the grant it belongs to, the due date, and its status. Once you submit a report, the submission date appears on the card. Reports are tied to disbursements, so grantors often release the next payment after reviewing your report — submitting on time keeps your funding on schedule.

How do I sign in to the donor portal? I don't have a password.

The donor portal is passwordless. Enter the email address you used when donating and we send a **magic link** to your inbox — clicking it signs you in. There's no password to create or remember. If the link doesn't arrive, check spam and confirm you used the same email your donations were made with; the portal can only find giving history tied to that address.

Why does my donation show as Pending in the donor portal?

**Pending** means your payment is still being matched to the organization's bank records — that usually resolves in 1–3 business days. **Under Review** means the organization is verifying details before confirming. Pending gifts aren't counted in your annual tax receipt until they confirm, so a just-made donation may not appear in the year's total immediately.

Can I change or cancel my recurring donation myself?

Yes — open **Profile → Recurring Giving** in the donor portal. Each recurring gift can be **paused**, **resumed**, **cancelled**, or have its **amount changed** without contacting the organization. If a payment fails, the gift enters a grace period instead of cancelling — update your card under **Payment Methods** and the schedule recovers on the next charge.

My volunteer hours show as Pending — when do they count?

Hours you log yourself start as **Pending** and wait for your coordinator's approval. Once approved, they count toward your hour totals, milestone badges, the Hours by Program view, and your year-end summary. If hours stay pending for a while, mention it to your coordinator — approval is a manual step on their side.

I lost my volunteer portal link — how do I get back in?

The portal uses magic links sent to your email — there's no password. Open the link from your registration email, or use the **Get a portal link** option on the portal page to request a fresh one with the email you registered with. Links are personal to you, so don't forward them; anyone with your link sees your volunteer record.

How do I earn volunteer badges?

Badges unlock automatically as your **approved** hours cross milestones — there's nothing to claim. Check the **Recognition** tab in your portal to see badges you've earned and what's next. Because only approved hours count, logging your hours promptly (and getting them approved) is the fastest path to your next badge.

How do people RSVP to our events?

Publish the event with **Allow RSVPs** turned on, then share its public link or QR code. Attendees RSVP with just a name and email — no account needed — and can bring guests with a party size of up to 20. They get an instant confirmation plus an email with the event details, a calendar attachment, and a self-service link. Duplicate RSVPs from the same person are blocked automatically, and when the event is full, new RSVPs join a waitlist with their position shown.

How do I check people in at an event?

Three ways, all feeding the same live attendance count: - **QR scan** — in the Muin Go app, open **Events → Check In** and scan the attendee's QR code. - **NFC badge** — switch the scanner to badge mode and tap badges continuously; you can write badges to blank NFC tags before the event from the badge-issuing screen. - **Manual** — use the web Day-of Dashboard's per-person Check In / Check Out / No-Show actions. Mobile check-in works offline: scans queue on the device and sync when you're back online.

Can we sell tickets to our events?

Yes. In the event's **Ticket Setup**, create ticket types with a price, capacity, and sales window — a ticket can also bundle an optional donation. Online buyers pay through the public event page. For walk-ups at the door, staff can take a tap-to-pay card payment in the Muin Go app (**Pay → Event Ticket**). Revenue by ticket type shows on the Event Dashboard alongside check-in progress.