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Submitting a voided check or bank letter As part of the underwriting process, merchant account providers require a voided check or bank letter to be included with the application, as they need to have a formal document from the bank in order to ver...
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Collect your supporter's information with the Contact Information section. Section Heading - This is where you can change the wording of the section header that is displayed above the corresponding section on your donation form. You can also l...
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Campaigns are made up of one or more Activities. Activities have their own goals you can establish, which make up the Collective Goal on any Campaign. The guide details how to set or edit a goal associated with a Fundraising Activity which will ...
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Crowdfunding for nonprofits makes it easier than ever for your donors, volunteers, board members and staff to setup personal fundraising pages from the convenience of any device in just a few minutes. Watch the video and/or read the process below. ...
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Last Updated: 12/08/2022
in Reporting The Manage Pledges reporting option lets you see everyone who has interacted with your activities, whether it is people who have donated, pledged, signed up to volunteer, etc. The Manage Pledges page allows you to view and export several key pieces ...
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Your organization can create Website Donation forms for your website as well as for specific campaigns. Each form can be embedded on a webpage or linked to as a free-standing donation page. The main one is created as a Website Donation Form. Others ...
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Last Updated: 03/27/2025
in Setup & Settings General & FAQ
How does it work? The GiveSmart Fundraise Salesforce integration is a daily automated API sync, which syncs newly settled transactions to your Salesforce NPSP instance as Opportunities. Once the field mappings are established and the syn...
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Can international supporters donate? Yes. The GiveSmart Fundraise system is designed primarily for U.S. donors, but it will function for international donors with the following caveats: No Text to Donate Pledges : To pledge via text, a US mobile...
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This is the section of your form design where your donors enter their method of payment. While you can configure several elements to this section, some elements are required, as described below. If you do not have PayPal or Apple Pay enabl...
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Last Updated: 09/11/2024
in People Lists
14% of your donors change their mailing address each year and more than half of them no longer have a landline. Their mobile number is the most consistent record in your donor database, and text messages are the most convenient way to keep suppor...