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How do I add PayPal and Venmo as payment options for my donors? Your donors can pay by either PayPal or Venmo on GiveSmart Fundraise payment forms once you sync your GiveSmart Fundraise account with your PayPal Business Account. To do so, go int...
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Last Updated: 04/12/2024
in Donor CRM
GiveSmart Donor CRM has multiple options for emailing your contacts. From gift thank you's to email marketing campaigns, we have you covered. To locate the communication options, from the left navigation select Communicatio...
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Last Updated: 04/10/2024
in Donor CRM
Watch this video to learn how to add a new contact to your GiveSmart Donor CRM account. Steps to add a new contact record From the Quick Actions container within the dashboard, click ADD NEW CONTACT button Enter New Contact...
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Last Updated: 03/28/2024
in Donor CRM It's the end of the calendar year, your fiscal year, or both, and it is time to send year end thank you notes to all your supporters for the year. While you can send regular Thank You notes using the Send Gift Thank Yous as outlined here , we h...
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Last Updated: 03/28/2024
in Donor CRM Watch this video to thank your donors with emails, physical mail, and more through the GiveSmart Donor CRM system. NOTE : To send a Gift or Pledge Thank You, select Communications from the left navigation, as these features have moved to a new ...
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Last Updated: 03/28/2024
in Donor CRM
Within GiveSmart Donor CRM we have created quick report options to assist you in getting the information you need quickly. To locate the report options, from the left navigation select Reports . At the top of the Reports page, notice ...
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This video will showcase the process for volunteers to sign up to become fundraisers for a Crowdfunding and Peer-to-Peer Fundraising campaign. If you wish to share this video with your fundraisers you can use this link: https://vimeo.co...
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Last Updated: 03/06/2024
in Training Strategies #GivingTuesday is December 3, 2024 Need help with your #GivingTuesday campaign? The GiveSmart Fundraise #GivingTuesday Kit provides information to plan and develop your campaign. Download the Workbook to get you started. Watch the classes for...
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Last Updated: 03/06/2024
in Training Strategies Need help with your Year-End Giving campaign? The GiveSmart Fundraise Year End Giving Toolkit provides information to plan and develop your campaign. Download documents, watch the classes for inspiration and examples of the strategies in action. Gra...
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Last Updated: 03/05/2024
in Donor CRM Donor CRM has the ability to create email campaigns for marketing communications allowing you to send custom messages to segmented groups of contacts. NOTE : To send a gift or pledge thank you , pledge reminder or year-end letter, use t...