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