New Articles

  1. 2024 Q1

    Jan 1 - Mar 31 GiveSmart Events New Feature GiveSmart Item Shop:   GiveSmart has a new partnership which offers a curate, best-selling, highly-vetted collection of vacations, sports & memorabilia, experiences and jewelry to help you ...
  2. Submit a Product Suggestion

    Product Suggestion Policy Here at GiveSmart we love to hear how our platform can better suit your fundraising needs.  If you find yourself wishing we had a certain feature, or have a suggestion on how a current feature could be improved, we ...
  3. PayPal and Venmo

    An improved partnership with PayPal introduces the option for donors to give using either PayPal or Venmo on payment forms.     NOTE : You will need to create a PayPal business account for your organization if you do not have...
  4. CRM: Tribute Gifts

    Create in honor or in memory gifts within GiveSmart Donor CRM.  Create a Tribute Gift in Donor CRM From the left navigation select Gifts > Add a New Gift Enter donor information and proceed to the 2nd section of the gift e...
  5. CRM: Create a Custom Report

    Create a custom report From the left navigation, select Reports  Click +Add New Enter a unique report name and select a specific data set Customize the report by selecting a date range and adding/removing columns  ...
  6. CRM: Households & Groups Best Practices

    Use our helpful tips to assist you in creating and managing your new households and groups.   Adjust Column Order In preparation for creating your households and groups, you can adjust the column order to move the frequently sorted columns to...
  7. CRM: Households & Groups

    Create a Household or Group within GiveSmart Donor CRM to view relationship metrics between individual contacts.   Our Services Team can help you create a strategy on how to best utilize this feature.  Learn more about our service offeri...
  8. CRM: Locating DonorSearch API Key

    If you have a license with DonorSearch, you'll need to add your API key to GiveSmart Donor CRM to integrate the products.  Locate Your API in DonorSearch Login to your DonorSearch online account at: www.donorlead.net   Click My A...
  9. Reconcile GiveSmart Fundraise Transactions in the Merchant Center

    Revenue paid by credit card that was generated in the GiveSmart Fundraise module can be reconciled by reviewing both the transaction report within in GiveSmart Fundraise and the Merchant Center in CardPointe.   GiveSmart Fundraise Repo...
  10. Corporate Donation Matching

    Double the Donation helps nonprofits double the impact of contributions by streamlining the gift match process, saving valuable time for you and your donors. While thousands of companies have a matching gifts program, many of employees’ ...