Updated Articles

  1. Customer Learning Opportunities

    Looking for more ways to learn how to maximize your GiveSmart subscription? Look no further!    Our Marketing team has the answers and inspiration you are looking for.  Our GiveSmart team and partners have a wealth of fundraising...
  2. Send Consolidated Year End Tax Information to One Supporter

    When your donors donate, they will automatically be emailed a receipt of their donation, as set up in the Account Settings > Receipts and Notifications category. You can even resend individual receipts or download those individual recei...
  3. Search Transactions

    Your organization can access donation and donor information in real-time and export a report of donations and donor information that you have collected in your various activities. You can include multiple types of donations in one report while filte...
  4. Payment Information Section

    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 enabled...
  5. Templates for Table Tent Artwork

    Download Instructions slides and printable table tents in Microsoft PowerPoint (.pptx) format for Text to Pledge and/or Text to Donate options. The difference is that Text to Pledge will include the Pledge options when your donors pledge: "Te...
  6. Exporting Data from Other CRMs

    Transferring Data from Popular Data Sources The GiveSmart implementation staff has extensive experience converting Fundraising CRM data from a wide variety of data sources, including other CRM systems. While we expect the data to be provided in CS...
  7. Embed a DonorCRM Form

    To embed a DonorCRM form within your existing webpage, you will need to share the code found below with your web designer.   Once an online form is created within DonorCRM, the URL generated from the form can be placed into the block of code l...
  8. DonorCRM Data Conversion

    Converting Your Data to GiveSmart Donor CRM: Your Guide to Success! Click here to download the guide.  , Ready to get started with your Data Conversion? There are two simple steps prior to sharing your data. Gather your data.  The...
  9. Data Cleanup Tips

    Contact Cleanup Make sure all contacts and gift records have a matching ID (Donor_ID) as this is how the gift will be associated with the contact record.  The Donor_ID is typically numeric, for example if you had 1,000 donors the Donor_ID wou...
  10. Donor CRM Frequently Asked Questions (FAQ)

    General Q: What is a donor CRM and why is it important? A: Donor CRM (or Donor Management System) is a relationship database that helps a user manage their donors, prospective donors, volunteers, and other supporters by keeping track of donatio...