What and where is the Give Lively Donor Portal?

What is the Give Lively Donor Portal?

The Give Lively Donor Portal is for everyone who has contributed to a nonprofit through digital fundraising technology powered by Give Lively.

The Donor Portal is an important and secure online feature that presently allows donors to do the following:

  • view and edit account details (name, email, password) [see below]
  • view recorded payment method [see below]
  • view their donation history [see below]
  • view receipts for past donations [see below]
  • view a list of recurring donations [see below]
  • view the history of recurring donations to a chosen organization [see below]
  • manage recurring donations, including cancel them. [see below]

In the weeks ahead we will be adding the following capabilities:

  • update payment methods
  • filter donation history by variables other than date
  • edit amount and date of recurring donations
  • view data associated with individual Peer-to-Peer Fundraising.

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How do I access the Give Lively Donor Portal and, if needed, set up a user account?

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:

For a donor to create a Donor Portal user account, two steps must be completed:

  • create a password
  • confirm an email address
To begin:
  1. From the Donor Portal login page, select the ‘Donated with us before? Create an account’ link near the bottom of the page.
  2. Enter the email address submitted at the time of a donation (or donations). 
  3. Click the ‘Send email’ button.
To create a password:
  1. 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.
  2. 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:
  1. 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.
  2. Click on the ‘Confirm my email address’ link in that yellow box.
  3. On the ‘Confirm your email address’ page, fill in your email and click the ‘Resend confirmation instructions’ button.
  4. 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.
  5. 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.
  6. If you still do not receive an email, contact support@givelively.org.
  7. When you receive the email, follow the instructions to confirm your email address.
  8. Log in to the Donor Portal. 

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How do I view and edit account details?

To view the name and email address associated with a user account:

  1. Log in to the Donor Portal. 
  2. Select ‘General Information’ in the left-hand navigation. 

To change the name or email address:

  1. Edit the name or email address directly in the appropriate field.
  2. Enter the password. 
  3. Click the ‘Save’ button.
  4. “Your account has been updated successfully” will appear in green at the top of the page once the edits have been made.

To change the password:

  1. On the Donor Portal login page, select ‘Forgot your password?’
  2. On the next screen, enter your login email address and select the ‘Send Password Reset Email’ button.
  3. When you receive the email, follow the instructions to reset your password.

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How do I view payment methods?

These include all payment methods used with our system for both recurring and one-time donations.

  1. Log in to the Donor Portal. 
  2. Select ‘Payment Methods’ in the left-hand navigation.

The ability to update the payment methods registered in our system is coming soon.

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How do I view my donation history?

To view a full history of donations,

including the name of the beneficiary nonprofits, the amounts donated and the status (see below) of each donation:

  1. Log in to the Donor Portal.
  2. Select ‘Donation History’ in the left-hand navigation. Donations are listed by date.

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.

From this Donation History page, donors are also able to:
  • view receipts for past donations. [see below]

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How do I view receipts for past donations?

  1. Log in to the Donor Portal.
  2. 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.
  3. 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.

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How do I view a list of my recurring donations?

To find a full list of recurring donations:

  1. Log in to the Donor Portal.
  2. Select ‘Recurring Donations’ in the left-hand navigation. The resulting catalogue of recurring donations is listed according to the date of creation (newest at the top).

Each listing includes the following:

  • the amount of the donation
  • the name of the beneficiary organization
  • the date the next donation will be processed
  • abbreviated details about the payment method that will be used for the next donation.
From this page, donors are also able to:
  • view the history of each recurring donation [see below]
  • manage recurring donations, including the ability to cancel them. [see below]

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How do I view the history of my recurring donations to a chosen organization? 

  1. Log in to the Donor Portal.
  2. 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)
  3. Select ‘View Donation History’ of the desired recurring donation to open a full list of donations to a chosen organization.
  4. 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.
  5. To learn more about receipts, go to the 'How do I view receipts for past donations?' above.
From this page, donors are also able to:
  • view receipts for past recurring donations to a chosen organization
  • manage recurring donations to a chosen organization, including the ability to cancel them. [see below]

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How do I cancel a recurring donation?

  1. Log in to the Donor Portal.
  2. 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).
  3. Select the ‘Manage’ link of the recurring donation that will be canceled.
  4. Select ‘Cancel Recurrence’ to cancel the recurring donation. A popup prompt will ask for confirmation of the desire to cancel the recurring donation. 
  5. Click ‘OK’ to proceed, keeping in mind that the request may take a few minutes to process.
From this page, donors are also able to:
  • view the history of recurring donations to a chosen organization. [see above]
Updated
November 25, 2020