StewardConnect — Getting Started Questionnaire

1. About Your Organization

The basics.

Organization name * Your name * Email * Phone (optional) What kind of organization are you? * Roughly how many donors or customers do you have?

It's okay if you don't have one — we can help.

Do you have a website?

Yes No

Website address (if yes) Who takes care of it? (optional)

Check everything you currently use to track people, money, or email. Don't worry if it's just paper!

Anything else you use? (optional)

Check all that apply.

Other ways? (optional)

Check your must-haves in StewardConnect.

What's the biggest headache you're hoping we solve? (optional)

Upload your logo so your receipts, statements, and emails look like you. Skip it if you don't have one handy.

Click to choose your logo
(PNG or JPG)