Nonprofits, Churches, and Other Places of Worship
Learn about getting set up, getting started, and increasing donations
Learn More About Givelify
Signup and Verification Process
Banking, Reconciliation, and Reporting
- Save Time on Reconciliation
- How to Integrate Givelify with Quickbooks Online
- How to add or change your primary representative
- How to change your organization’s bank account information
- What to do if you don’t have checks for your bank account
- How to change multiple bank accounts on your Givelify account
Launch, Envelopes, and Fundraising
- How to start a Givelithon®
- How to get Givelify logos to use in promotional materials
- How to make Givelify available to your members
- How to add the Givelify button to your website
- How to resolve online giving button or social giving links not working
- How to add Givelify online giving links to emails and social media
Users, Permissions, and Profile Details
- How to change the account owner on your account
- How to update or reset your Analytics Studio password
- Givelify User Permissions
- How to change your email address to sign in to Givelify Analytics Studio
- How to invite/add users to your organization's account
- How to set or modify user permissions in the Analytics Studio
Donors and Donations
- How to Find Donation Data with Givelify Analytics Studio
- Build Stronger Relationships with Givers
- What you can learn from data in the Analytics Studio
- How to see your total donations in the Analytics Studio
- How to see fees or cost breakdown before funds are dispersed to your organization
- How to view who is a consistent donor with the Giving style feature