What does my compliance team need to know?

Last updated: July 16, 2026

Our Compliance Center is home to all donor info needed for compliance and reporting. Information is organized by payout.

To give your compliance colleagues access to the Compliance Center, invite them to Switchboard with the Compliance Admin permission.

Here's a sample payout with fake data: https://docs.google.com/spreadsheets/d/1yQOxHIqBKNQ38iZdm_1zMWyYWVyKU-0eNx5Zg6b-i3Y/edit?usp=sharing