Review our new member welcome guide
A quick checklist to get you set up and fundraising on our platform in no time.
Before you get started
Video Overview
Walkthrough
Before you get started
Video Overview
Walkthrough
Before you get started
Video Overview
Walkthrough
Before You Get Started
Pursue your ongoing introduction to Give Lively with our Give Lively 101: A Crash Course, complete with videos and additional resources.
Video Overview
Walkthrough
Here's how to get started with Give Lively!
1. Finalize Stripe setup
As a reminder, we use Stripe to securely manage financial transactions between you, your donors and your bank. If you have not already done so, now is the time to fully set up your Stripe account for Give Lively success.
Double-check Stripe is enabled for ACH (bank) donations
Give Lively technology allows for donations through ACH (bank transfer), but it may not automatically be enabled in Stripe.
Apply for Stripe's nonprofit discount
Receive the special, reduced rate on Stripe's payment processing fees.
2. Complete your nonprofit profile
Log in to the Nonprofit Admin Portal, where you manage all your Give Lively fundraising activities, and begin adding your basic information to the “Core Profile” section. Also explore our free integrations, including Salesforce and Zapier.
3. Choose what emails you receive
Manage your subscriptions to the email lists from which you wish to receive Give Lively communications. Click on “Manage email preferences” in the footer of any email you receive from Give Lively or visit the link below.
4. Start fundraising today, your way
Need some help first?
Attend a live welcome webinar
Register for an optional one-hour live presentation of Give Lively platform essentials. There will also be time for Q&A with the Give Lively team.
Watch the recorded version
Jump-start your introduction to Give Lively with our pre-recorded 45-minute virtual course. Get a detailed overview of how to set up and use our platform, including additional resources.
There are no rules about where to begin with our fundraising technology. Jump right in wherever you like.
- Build a Campaign Page
- Use embeddable widgets to collect donations on your website
- Set up Text-to-Donate
- Set up Peer-to-Peer Fundraising
- Build an Event Ticketing page
5. Additional advice and inspiration
- Check out our Resource Hub for members
- See what other members are doing
- Register to solicit donations in every state where your donors live (if required). Monitor nonprofit governance and fundraising in states where your organization is registered. Always submit timely, complete, required filings and/or fees every year.