In the weeks ahead we will be adding the following capabilities:
add and update payment methods
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.
Follow the link at the bottom of any email receipt from Give Lively confirming a donation.
If the donor is also a 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 Giving Basket 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
From the User 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.
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.’
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.
When you receive the email, follow the instructions to confirm your email address.
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.
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.)
Under 'Password-Free Login', submit the email address associated with your account and click 'Send Me a Code'.
On the next 'Check your email!' page, you’ll find a place to enter the login code.
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.
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
Select ‘General information’ in the left-hand navigation.
Change the name or email address
Edit the name or email address directly in the appropriate field.
Enter the password.
Click the ‘Save’ button.
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.
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
Choose the desired timezone from the dropdown menu.
Enter the password.
Click the ‘Save’ button.
'Your account has been updated successfully' will appear in green at the top of the page when the edits have been recorded.
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.
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:
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 'Donation History' page. Learn more about the annual tax summary.
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.
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.