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Resource List

CHARITY TRACKER

Training Videos

Learn the Basics
Full Training with Topic Index
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User Manuals

New User
Guide

Learn the basics of navigating CharityTracker

Assistance

Customization

Add categories specific to your organization

Glossary of

report terms

Understanding CharityTracker terminology

Prepping files for database import

Format your previous database files for easy upload

Policies & Procedures

CharityTracker

terms of service

What you're agreeing to when you join CharityTracker

Alert Feature

guidelines

When to use alerts at the appropriate time

Referral

Procedures

How to identify a service for referral and how to make one

Forms

Agent Agreement

Form

New to CharityTracker? Sign this form

Haitian Creole

ROI form

Release of information form for Haitian Creole speakers

Spanish

ROI Form

Release of information form for Spanish speakers

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