How do I change my organization’s bank account information?

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On your computer, visit www.givelify.com and log in to your organization’s account. Then follow these steps:

  1. Click on Settings at the top right of your screen.
  2. Click on the Banking tab.
  3. Click the Replace Account button at the top right of your screen.
  4. Type your routing number and account number into the spaces provided.
  5. Click the Choose File button to upload your voided check, bank statement, or bank verification letter.
    • Note: Your organization’s name and address must be printed on the voided check, bank statement, or bank verification letter.
  6. To change your billing address, click the button next to Enter new address and then type your new address into the spaces provided. Otherwise, select Use address on file.
  7. Click the blue Create button.

Givelify will update your bank account information and will send confirmation to the email addresses associated with your account. Deposits will continue to be made to your old account until the new account has been processed.

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