What is the Give Lively User Portal?

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

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

• view and edit account details (name, email, password)
• view, add and delete payment methods
• view and sort payment history
• view an annual tax summary
• view receipts for past payments and ticket purchases
• view a list of recurring donations
• view the history of recurring donations to a chosen organization
• manage recurring donations, including cancel them and change their associated payment methods
• ‍connect to Peer-to-Peer Fundraising and Team Fundraising pages.

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

• edit amount and date of recurring donations
• view data associated with individual Peer-to-Peer Fundraising.
  

How do I access the Give Lively User 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 User Portal, so access is restricted. 

Several ways a donor can access the User Portal

• Go directly to the User Portal.
• Follow the link at the bottom of any email receipt from Give Lively confirming a donation.
• If the donor is also a Give Lively member nonprofit admin, access to the User Portal is possible directly from the Nonprofit Admin Portal. The link is located in the dropdown from the user’s login email located at the far right of the top nav bar. Conversely, the donor can also access the Nonprofit Admin Portal directly from the User Portal by clicking the link from the User Portal to the associated nonprofit account(s) located in the “My Nonprofits” section on the main User Portal welcome screen after login.
• If the donor has access to the Reports Portal, the User Portal can be reached from there by clicking on the user’s login email address in the upper right-hand corner of the screen and then selecting “User Portal”.
  

How to create a User Portal user account‍

Create a User Portal account

1. From the User 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 payment (or payments). 
3. Click the “Send email” button.
   

Create a password

1. If we have a record of your email address in our system (as a result of a payment):
   + 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 payment.
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.”
   

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 payment.
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 our Support Team.
7. When you receive the email, follow the instructions to confirm your email address.
8. Log in to the User Portal.

How to log in to the User Portal if you forgot your password

If you don't have your password, there are two login options. You can either reset your password by clicking the “Forgot your password?” link or you can log in using the “Password-Free Login” tool.

Password-Free Login

To log in to the User Portal or Nonprofit Admin Portal without a password, utilize the “Password-Free Login” tool. (Your account must already have been created and your email address confirmed.)

1. Under “Password-Free Login”, submit the email address associated with your account and click “Send Me a Code”.
2. On the next “Check your email!” page, you’ll find a place to enter the login code.
3. Check your email inbox for an email titled “Your Give Lively Login Code”. If it is not in your inbox, check your spam folder. Keep in mind that the one-time code expires 30 minutes after the email arrives in your inbox. On the “Check your email!” webpage, you can resend the email if you did not use the one-time code within the 30-minute time limit.
4. Enter your code and click “Log in”. Alternatively, click “Input code automatically” in the email to autofill your login code in a new webpage.

How to view and edit account details

View the name and email address associated with a user account

1. Log in to the User Portal. 
2. Select "General information" in the left-hand navigation. 
   

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. If you are changing your name, then “Your account has been updated successfully” will appear in green at the top of the page when the edits have been recorded.
5. If you are changing your email address, then an email will be sent to the new email address requesting confirmation of the change. Once the link in this email has been confirmed, the new email address must be used to log in. As a measure of security, an email alert is sent to the old email address advising of this change.
   

Change the local timezone

1. Choose the desired timezone from the dropdown menu.
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 when the edits have been recorded.
5. Changing the local timezone will only affect your annual tax summary. UTC will still be the default timezone elsewhere in the User Portal and for the automatic Give Lively email donation receipts and Giving Basket email donation receipts.
   

Change the password

1. On the User 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.

How to view and edit payment methods

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

Add a payment method

1. Log in to the User Portal. 
2. Select "Payment methods" in the left-hand navigation.
3. Click the “Add New Payment Method” button on the top right of the page and add all required information. At present, you only have the option of adding a new card, though we will be adding other payment methods (bank accounts, Apple Pay, Google Pay, PayPal) over time.
   

Delete a payment method

1. Log in to the User Portal. 
2. Select "Payment methods" in the left-hand navigation.
3. Click the red “Delete” button to the right of the payment method in question. If you do not see a “Delete” button, the payment method is attached to a current recurring payment. (You will first need to cancel the recurring payment or change the payment method for it in order to cancel the payment method attached to the current recurring payment.)
4. Confirm your choice on the subsequent screen.

How to view donation history

View three years of donation history

To view three years of donation history starting from the current year and including the name of the beneficiary nonprofits, the amounts donated and the status (see below) of each donation:

1. Log in to the User Portal.
2. Select “Payment history” in the left-hand navigation. By default, payments from all three years are listed by date, with the most recent payment at the top. (To change how they are listed, see directly below about how to sort payments by date or nonprofit.)
3. To view the payments made only in one year, select that year from the options listed directly beneath “Payment history”.
   

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 payment 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 payments made only in one year, select that year from the options listed directly below “Payment history” or “View All” to see them all.
  

From this "Payment history" page, donors are also able to:

• view receipts for past donations.

How to view an annual tax summary

To see an annual summary of the tax-deductible donations you made to nonprofits through the Give Lively fundraising platform:

1. Log in to the User Portal.
2. Follow the link from the two easy-to-see "Now Available: Your 2021 Tax Summary" call-outs (see below). The first is on the main landing page after you log in; the second is at the top of the "Payment History" page. Learn more about the annual tax summary.

How to view receipts for past donations

1. Log in to the User Portal.
2. Select “Payment history” in the left-hand navigation. This will pull up a full history of payments, sorted by date. Each payment 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.
   

What each receipt contains

Each viewable receipt includes the following information:

• date - the day, month, year and time the payment was processed. The time is in UTC.
• “Order ID#” - a unique identifying number assigned to a payment
• donor name
• donor email
• status - a confirmation that the payment is “Pending” (yellow), “Complete” (white), “Refunded” (gray) or “Failed” (red).
  + Bank transactions may be listed as “Pending” while the bank approves the transaction. Additionally, if a donation refund is requested but not complete, the status will be “Pending” and the requested refund will show in the refund section on the receipt. Once the refund is complete, the order payment status will once again show as “Complete” for partial refunds and “Refunded” for full refunds.
  + To enquire about a “Failed” status, please contact our Support Team. 
• “Item” column - an explanation of the payment(s), including the donation/contribution details (see more below) and, when purchasing tickets, the unit price of each ticket and the number of tickets purchased at that price. 
• “Beneficiary” column - the nonprofit that the donation was made to and its EIN. This includes refund information, if applicable, in the format of “Refunded on [date].”
• “Amount” column - the amount of the donation, event transaction or voluntary contribution. Includes refund amount, if applicable. 
• “Voluntary Contribution” - if there was a voluntary contribution made alongside the donation, it will be listed here. Donors can make a voluntary contribution (not tax-deductible) to Give Lively and join forces with our founder-funders in supporting the nonprofit community 
• “Total” - the total paid
• Payment method - identifies which payment method the donor used
  

Additional sections:

• “Refunds” - the information for any part of the donation that has been refunded, mirroring the “Item,” “Beneficiary” and “Amount” columns in the other sections.
• “Adjusted Total” - the total paid, after any refunds
• “Tax Deduction” - some items, such as ticket purchases and contributions to Give Lively, are not tax-exempt. This receipt section shows the tax-deductible total.

Detailed note about the ITEM section

This may include several descriptive lines, depending on the transaction types:

• For events, under the “Event Transaction” heading:
  + purchases at each ticket tier are listed separately
  + an “Additional Donation” includes any extra donation made in the “Make a Donation” field on the event form. The “Additional Donation” will be included in the “Total”.
  + the “Covered Fee” shows the amount added by the donor to cover payment processing fees.
• For all other donations, under the donation heading
  + either “Monthly Donation” or “One-Time Donation” (accompanied by an icon) is detailed
  + additional optional selections made during the checkout process are also indicated, if applicable, including (1) dedication information (“In Honor Of…” or “In Memory of…”) if the donation was in memory/honor of someone and (2) “Your name will not be displayed in public” if donation was made anonymously
  + the “Covered Fee” shows the amount added by the donor to cover payment processing fees.
• “Voluntary Contribution” - if selected at checkout, the amount given in support of Give Lively

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.

How to view a list of recurring donations

To find a full list of recurring donations:

1. Log in to the User Portal.
2. Select “Recurring donations” in the left-hand navigation. 
3. Select from three tabs: “Active,” “Disconnected” (recurring donations to nonprofits that have disconnected their payment processor and can no longer receive your gifts) and “Canceled” (recurring donations that you have canceled). Each list displays recurring donations by their creation date (newest at the top).
   

Each item in any list 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 changing the payment method or 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.
  

From this page, donors are also able to:

• view receipts for past recurring donations to a chosen organization
• manage recurring donations, including the ability to cancel them or change their associated payment methods.
  

How to view the history of recurring donations to a chosen organization

1. Log in to the User Portal.
2. Select “Recurring donations” in the left-hand navigation. You will see three tabs: “Active,” “Disconnected” (recurring donations to nonprofits that have disconnected their payment processor and can no longer receive your gifts) and “Canceled” (recurring donations that you have canceled). Clicking on any of these tabs will pull up a full list of recurring donations in that category, listed according to date of creation (newest at the top).
3. Select “View History” of the desired recurring donation to open a full list of donations to a chosen organization.
4. After selecting “View History,” choose “View Receipt” of the desired donation to open a receipt for that donation. When a donation is marked PENDING or REFUNDED, there is no active “View Receipt” link.
5. To learn more about receipts, go to the How do I view receipts for past donations? section above.
   

From this page, donors are also able to:

• manage recurring donations, including the ability to cancel them or change their associated payment methods.

How to edit the payment method for recurring donations

1. Log in to the User Portal.
2. Ensure the payment method you wish to use for a recurring donation is listed in your “Payment methods.” If not, learn how to add a payment method in the User Portal.
3. Select “Recurring donations” in the left-hand navigation. You will see three tabs: “Active,” “Disconnected” (recurring donations to nonprofits that have disconnected their payment processor and can no longer receive your gifts) and “Canceled” (recurring donations that you have canceled). Each list displays recurring donations by their creation date (newest at the top).
4. Select the “Active” tab.
5. Select the “Manage” button of the recurring donation whose payment method you wish to change.
6. From the “Payment Method” dropdown, select the saved payment method you wish to use for this recurring donation.
   

How to cancel a recurring donation

1. Log in to the User Portal.
2. Select “Recurring donations” in the left-hand navigation. You will see three tabs: “Active,” “Disconnected” (recurring donations to nonprofits that have disconnected their payment processor and can no longer receive your gifts) and “Canceled” (recurring donations that you have canceled). Each list displays recurring donations by their creation date (newest at the top).
3. Select the “Active” tab.
4. Select the “Manage” button of the recurring donation that will be canceled.
5. Select “Cancel All” in the red button or the red text-link “Cancel” to cancel the recurring donation. (Both button and link accomplish the same thing.) A popup prompt will ask for confirmation of the desire to cancel the recurring donation. 
6. Click “OK” to proceed, keeping in mind that the request may take a few minutes to process.
7. When a recurring donation is canceled, this is reflected in several ways:
   (1) it is marked as “Canceled” in two places in the catalog of recurring donations on the “Recurring donations” page, where it is also moved to the “Canceled” tab of 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.
   

From this page, donors are also able to:

• view receipts for past recurring donations to a chosen organization.

How to connect to Peer-to-Peer Fundraising and Team Fundraising pages

The User Portal has direct links to a user’s Peer-to-Peer Fundraising and Team Fundraising pages. This allows for easy cross-connection by Give Lively members who use the same login email address for the User Portal and their fundraising pages.

1. Log in to the User Portal.
2. Click on “Fundraising pages” under the “MY FUNDRAISERS” tab in the left-hand navigation bar.