Updated Articles

  1. Organization Account Settings

    The Organization section of your Account Settings provides key information about your organization that is used for both informational purposes as well as elements within various activities. To modify the settings: Click on Settings Click on Org...
  2. How am I billed for transaction fees?

    Merchant Accounts All Merchant Account customers will automatically have credit card transaction fees taken from them with the transaction processing. Some of our legacy accounts offered a 0% fees promotion. If you are on this promotion, you will ...
  3. How will fees be charged if I have a merchant account?

    Your monthly processing fee for money collected in the previous month's collection period is automatically withdrawn from the linked bank account once per month, between the 2nd and 5th (depending on weekends or holidays). If donations were also...
  4. How are collected donations transmitted to my bank account

    Donations collected through GiveSmart Fundraise will be batched to your bank account daily at 6:45pm Pacific. Batches will show up in your bank statement within 24 - 48 hours (depending on the bank) as soon as the transactions are settled. The depo...
  5. Import Donors from FR50

    If you have donors in your FR50 account and wish to bring their details into GiveSmart Fundraise so you can text them or do other things, you can import their data from FR50 to GiveSmart Fundraise. Fundraising 50 helps nonprofit organizations incr...
  6. Export Report for FR50

    The GiveSmart Fundraise reports allow you to import the information into FR50. Fundraising 50 helps nonprofit organizations increase campaign effectiveness, easily measure campaign progress and deliver on your mission, all within a single system. ...
  7. How to thank donors

    Please note that this video still refers to GiveSmart Donor CRM as SimplyFundraisingCRM. We will be updating the information as soon as we can to better reflect the current application. Watch this video to thank your donors with emails, physical ...
  8. Add a New Pledge

    Please note that this video still refers to GiveSmart Donor CRM as SimplyFundraisingCRM. We will be updating the information as soon as we can to better reflect the current application. Watch this video to add a pledge to a donor's record in ...
  9. Add a New Gift

    Please note that this video still refers to GiveSmart Donor CRM as SimplyFundraisingCRM. We will be updating the information as soon as we can to better reflect the current application. Watch this video to learn how to add/document a new gift in ...
  10. Add a New Contact Record

    Please note that this video still refers to GiveSmart Donor CRM as SimplyFundraisingCRM. We will be updating the information as soon as we can to better reflect the current application. Watch this video to learn how to add a new contact to your G...