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Help Guide


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The Basics

New to GiveDirect or need a refresher?
Take the Control Panel video tour.

Manage Transactions

View / Update transactions
Reassign transactions
Issue refunds
Process payments
Year-end donor statements
Email Notifications

Fundraising Campaigns

Campaign Forms Overview
Campaign Form Types
Create / Deactivate a campaign Form
Edit a fundraising form
Request a custom URL
Embed a form
Fundraising Progress Bar
Email receipts
Tracking & Analytics
Cover The Fee
QR Codes
Pre-populating Form Values

Recurring Payments

View Recurring Payments
Update recurring payments
Stop recurring payments
Search accounts
Donor's Portal
Donor's Year-End Statement

Recurring Payment Policies

Processing date
Donor communication
Expiring Card Notices
Auto cancellation
General policies

Reports

One-Click reports
Custom search
Downloading records
Donor's Year-End Statement

Deposits

Deposit reports and reconciliation
Fees and adjustments
Update bank account

Account Settings

Manage users
Update bank account
Update logo
Account Settings (profile)
Principal Controlling Officer

Employer Match

Search for Match donations
Understanding the Match process

Donor's Portal

A free tool for your donors to manage their donations and payments

General Policies

GiveDirect general and platform policies

Security

2-factor Authentication
Fraud
PCI Compliance
Privacy
reCAPTCHA

Articles

Campaign ideas
Educational resources
Helpful tips

Case Studies

How others have used GiveDirect to improve fundraising and payments

Video Tutorials

See all GiveDirect Video Tutorials