Individuals

Special Occasions

• In Lieu Of Donations

Getting Started

• Peer-to-Peer Supporter Campaigns
• Covering Fees for a Donation or Purchase
• Managing Your Charity
• User Settings
• Connections
• Logging / Adding Contributions

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Charities

Your Personal/Organization's Account

• How Do I Set Up My Profile Page?
• How do I view my profile on my account?

Financial Information

• Stripe Payments
• Why is personal Information required when setting up my organization's checking account?
• Financial Account Setup
• How do I add my financial information onto Givsum?

Ledger

• Can I integrate my ledger with Quickbooks?
• What is the ledger used for?

Contributions

• What is the Contributions section used for?

Store

• How do I create a store item?

Members

• Member Management
• Managing "Settings" Tab
• Managing "Packages" Tab
• What is the Members section used for?

Supporters

• What is the Supporters section used for?
• Generate a Report

Automated Emails

• What are the template tags on the side used for?
• How do I know which template to use for the email?
• How do I create an automated email? Can I preview it?

Surveys

• How do I know which type of question to choose for my survey?
• Can I preview a survey that I created?
• How do I make a survey?

Getting Started

• Membership Invoicing
• Opportunity Widget
• Donation Widget
• Charity Settings

Creating an Opportunity

• ★ How do I create a fundraising opportunity for my club or charity?
• ★ Uploading and choosing the right opportunity image or Video
• Creating Ticketed Events
• Registration Desk - Check-In and Update Attendees
• Fundraising Goal
• Add A Video

General

FAQ

• ★ Donations to charities not registered with Givsum
• ★ How secure is my financial information?
• FAQ: Privacy Policy
• Primary and Secondary Merchant Accounts
• Simple Pricing
• How do charity names end up on Givsum?

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