Help & Learning

Resources for managing your Trellis account, including fee structure, and reporting.

Learn how to add your bank account and understand how and when your payouts are processed.

Learn how to configure and issue tax receipts to donors through Trellis.

Resources to create, customize, and manage your Trellis fundraiser.

Set up and sell event tickets, record offline transactions, and manage attendees.

Set up and run silent and live auctions on Trellis, manage items and bidding, manage winners, and deliver a smooth experience for donors.

Set up donations on your fundraiser.

Create and sell items for your fundraiser.

Run raffles and 50/50 draws on Trellis, drawing winners, and reporting.

Learn all about our Raiser's Edge NXT integration and how to automatically sync Trellis data to your database.

Get started with the SES and process offline transactions.

Get started with the Check-In Tool, manage your attendees, run a smooth check in on event day, and handle post-event follow up.

Set up and manage your Fund-a Need on Trellis, and collect and track pledges after your fundraiser.

Learn more about the steps we take to ensure a secure and private platform, safe for your donor's data.

Latest changes we've made to the product.

Additional resources to help run a successful fundraiser.

Learn more about participating in a fundraiser as a donor.