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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
Account Settings and Security
- How to set the Givelify App in Spanish/Español
- Why Givelify never stores your credit card information on your phone
- How safe and secure it is to donate through Givelify
- How to add/edit your assigned envelope number to your giving account
- How to share a Givelify account with another person
- How to use an overseas military base billing address
Donation and Payment Information
- Why your donation on December 31st may not be included in your Annual Giving Summary
- Why you can’t submit Givelify’s Annual Giving Summary to the IRS
- When to expect your year-end Giving Summary report
- Why donations may not appear in your donation history or Annual Giving Summary
- Why you may not see anything in Your Giving snapshot
- How to download your donation/giving history
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