Is this article for you? It covers information for donors giving through Give Lively pages/forms.
Is this article for you? It covers information for individual/team fundraisers who collect donations on behalf of Give Lively member nonprofits.
Is this article for you? It addresses donating through Charity Navigator’s Giving Basket.
Is this article for you? It addresses donating through Charity Navigator’s Giving Basket.
Is this article for you? It covers information for nonprofits learning about Give Lively.

How do I manage payment methods in the Give Lively User Portal?

All payment methods in our system are only associated with recurring payments. Saved payment methods cannot be used with one-time payments. 

Add a payment method

  1. Follow the first five steps outlined here.
  2. Select “Add new payment method” and then click the “Add Payment Method” button.
  3. On the “Add New Method” screen, select the type of payment method you wish to add. (See important notes about this below.) 
  4. On the following screen, fill out the requested information and click the button to proceed.
  5. You will return to the “Change Payment Method” screen with an acknowledgement that your “Payment method updated” and your added payment method selected as your new choice. 
  6. If you wish, click “Update Method” to confirm it as your choice. You will see a green “Payment method successfully updated” note. 
  7. Click the “X” at the top right of the popup or anywhere outside the popup to return to the main screen.

Important notes about adding a payment method

This functionality is evolving. At present, please be aware of the following when choosing to add new payment methods:

  • new credit/debit cards – can be added to recurring donations when the current payment method is another card or bank/ACH transfer, but not PayPal
  • new bank/ACH transfer accounts – cannot, at present, be added as a new payment method
  • new PayPal accounts – cannot, at present, be added as a new payment method, though keep in mind that you can add and change payment methods within PayPal itself.

If you wish to switch to an existing payment method, see below.

Change to a different existing payment method

  1. Follow the first three steps outlined here.
  2. Choose the payment for which you would like to change the payment method and click the “Manage” button associated with it. This will only be possible with donations listed in the Active and Paused tabs.
  3. Select the “Payment Method” option. This opens a “Change Payment Method” popup.
  4. Select the payment method you wish to charge and click the “Update Method” button.
  5. Once you see a green “Payment method successfully updated” note, click the “X” at the top right of the popup or anywhere outside the popup to return to the main screen.

Important notes about changing to a different existing payment method

This functionality is evolving. At present, please be aware of the following when choosing to change to an existing payment method:

  • credit/debit cards – are an option when the current payment is another card or bank/ACH transfer used by the same payment processor, but not PayPal
  • bank/ACH transfer accounts – are an option when the current payment is another card or bank/ACH transfer used by the same payment processor, but not PayPal
  • new PayPal accounts – are not presently an option, though keep in mind that you can add and change payment methods within PayPal itself.

If you wish to add a new payment method, see above

Delete a payment method

Click here to learn how to delete a saved payment method.

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