Fundraising Support

Assistance with Accounting, Payouts, and more 

Compliance & Accounting

[READ IN FULL] Necessary Compliance and FEC Reporting Information for conduit/federal-level accounts

Compliance Information for Conduit Accounts

[READ IN FULL] Necessary Compliance Information for merchant/state-level accounts

Compliance Information for Merchant Accounts

How to understand Merchant vs Conduit account payouts

Payout Funding Type

Compliance on WinRed

How to access the bank transfers for your account

Payout Reports

Change Your Payout Schedule

How to add emails to your blocked donor list

Automatically Block Donors

Accounting Ledger

Learn about Banking Holiday effects payout schedules at WinRed

Banking Holidays

Accounting Tools

How to Cancel a Recurring Donation for a Donor

Cancel a Recurring Donation

Refund a Donation

Donor Management

Integrated Solutions: Political

Aristotle

RedCurve

How to enable the Trail Blazer integration

Trail Blazer Integration

How to import conduit donations to Crimson

Crimson by CMDI

Integrations

Conduit accounts are required to have a Paid for by WinRed disclaimer

Why is there a WinRed Disclaimer on my Pages?

Handling Vendors Fees for Compliance Reports

How do I Report Vendor Fees?

Handling Merchandise Fees in your WinRed Payouts

How do I Report Merchandise Fees?

Why is my social security number required?

Social Security Number Requirement

FAQs

WinRed Blog

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