For donors, secure access to the portal is only possible using a working email address that was submitted at the time of a donation. Any email address with no associated donations will have no information in the Donor Portal, so access is restricted.
There are a couple of ways for a donor to access the Donor Portal:
Follow the link at the bottom of any email receipt from Give Lively confirming a donation.
For a donor to create a Donor Portal user account, two steps must be completed:
create a password
confirm an email address
From the Donor Portal login page, select the ‘Donated with us before? Create an account’ link near the bottom of the page.
Enter the email address submitted at the time of a donation (or donations).
Click the ‘Send email’ button.
To create a password:
If we have a record of your email address in our system (as a result of a donation): + You will be returned to the login page where you will see the following message: ‘If your email address exists in our database, we’ll send you a password recovery link. This could take a few minutes.’ + You will receive an email with instructions about how to set your password. + Note that, for security reasons, we won’t advise if your email is NOT in our system, but you won’t receive a password email. If you donated via Give Lively technology, verify the email address associated with that donation.
Once you have submitted your new password, you will be returned to the login page where you will see that ‘Your password has been changed successfully.’
To confirm your email address:
After setting your password, you may need to confirm your email address. You will know this is the case if the login page displays a yellow box with the following message: ‘You have to confirm your email address before continuing.’ While this confirmation may seem redundant, it is an important and required security step to ensure that your email address belongs to you.
Click on the ‘Confirm my email address’ link in that yellow box.
On the ‘Confirm your email address’ page, fill in your email and click the ‘Resend confirmation instructions’ button.
If we have a record of your email address in our system: + You will be returned to the login page where you will see the following message: ‘If your email address exists in our database, we’ll send you confirmation instructions. This could take a few minutes. + You will receive an email with instructions about how to confirm your email address. + Note that, for security reasons, we won’t disclose if your email is NOT in our system, but you won’t receive a confirmation email. If you donated via Give Lively technology, verify the email address associated with that donation.
If you do not receive an email and you are certain that you are using the correct email address, click the ‘Didn’t receive confirmation instructions’ link at the bottom of the login page to try again. Also check your junk and spam email, just in case.
Select ‘General Information’ in the left-hand navigation.
To change the name or email address:
Edit the name or email address directly in the appropriate field.
Enter the password.
Click the ‘Save’ button.
“Your account has been updated successfully” will appear in green at the top of the page once the edits have been made. As a measure of security, an email alert is sent to the old email address advising of this change.
Select ‘Donation History’ in the left-hand navigation. By default, donations from all three years are listed by date, with the most recent donation at the top. (To change how they are listed, see directly below about how to sort donations by date or nonprofit.)
To view the donations made only in one year, select that year from the options listed directly beneath 'Donation History'.
For each donation, the STATUS column will display one of the following:
SUCCEEDED - Donation has been completed; no further action is needed.
PENDING - Donation has not yet been received by the nonprofit, probably because an ACH/bank transfer is still waiting to clear; no action is needed at this time.
REFUNDED - Likely at donor's own request, this donation has been refunded.
Note that partial refunds still appear as ‘successful' donations with the adjusted donation total.
To sort donations by date, nonprofit and year:
Click on the word 'Date' or 'Nonprofit' to sort according to the information in that column.
To change the order of information in the chosen column, click on the small green arrow next to 'Date' or 'Nonprofit' (depending on the chosen column). If the arrow next to 'Date' is pointing down (this is the default), the newest donation will appear at the top of the list. If the arrow next to 'Nonprofit' is pointing up (this is the default), the nonprofits are listed from A to Z.
To view the donations made only in one year, select that year from the options listed directly below 'Donation History' or 'View All' to see them all.
From this Donation History page, donors are also able to:
Select ‘Donation History’ in the left-hand navigation. This will pull up a full history of donations, sorted by date. Each donation includes the name of the beneficiary nonprofit, the amount donated and the status of the donation.
Select ‘View Receipt’ of the desired donation to open a receipt for that donation. There is no active link associated with PENDING and REFUNDED donations.
What each receipt contains
Each viewable receipt includes the following information:
DATE - the day, month and year the donation was processed
TRANSACTION ID - a unique identifying number assigned to a donation
STATUS - a confirmation that the donation has SUCCEEDED (since receipts for PENDING or REFUNDED donations will not yet or no longer exist, respectively)
ITEM/QTY/UNIT PRICE/AMOUNT - an explanation of the donation(s), including the donation details (see more below), the amount of the donation and, when purchasing tickets, the unit price of each ticket and number of tickets purchased at that price
PAYMENT METHOD - abbreviated details making clear how the donation was paid
TOTAL - the total value of the donation
TOTAL TAX DEDUCTIBLE - the amount that may be claimed as a tax deduction in keeping with the 501(c)(3) status of the beneficiary organization (consult a tax professional to determine deductibility)
Detailed note about the ITEM section
This may include several descriptive lines, depending on the transaction types:
For events: purchases at each ticket tier will be listed separately, as will an ‘additional contribution’ that includes both any extra donation made in the ‘Make a Donation’ field and, if selected, the amount added to cover payment processing fees.
For all other donations: the amount of the ‘contribution to’ the beneficiary nonprofit and, on a separate line, an ‘additional contribution’ for the amount added to cover payment processing fees, if selected.
About saving receipts
At this time, there is no option to download the receipt, but we are actively working on adding this feature. If a copy is urgently needed, it can be printed out.
Select ‘Recurring Donations’ in the left-hand navigation. The resulting catalogue of recurring donations is listed first according to the date of creation (newest at the top) of active recurring donations, with canceled recurring donations lower on the page.
Each listing includes the following:
the amount of the donation
the name of the beneficiary organization
the date the recurring donation was created ('started')
the date the next donation will be processed ('next charge')
a 'View History' button that links to a summary of past recurring donations to that organization
a 'Manage' button that links to a page with tools for canceling recurring donations
an easy color-coded flag advising whether a recurring donation is 'active' (green) or 'canceled' (red)
several long strings of letters and numbers that are IDs needed for reference.
Select ‘Recurring Donations’ in the left-hand navigation. This will pull up a full list of recurring donations, listed according to date of creation (newest at the top).
Select the ‘Manage’ link of the recurring donation that will be canceled.
Select ‘Cancel All’ to cancel the recurring donation. A popup prompt will ask for confirmation of the desire to cancel the recurring donation.
Click ‘OK’ to proceed, keeping in mind that the request may take a few minutes to process.
When a recurring donation is canceled, this is reflected in several ways: (1) it is marked as 'Canceled' in two places in the catalogue of recurring donations on the 'Recurring Donations' page, where it is also moved below the list of 'Active' recurring donations; (2) the 'Next charge' date is changed to a 'Canceled' date to make clear that there will be no more recurrences of the donation in question.