Refer to the steps below if you would like to connect Give Lively to your Salesforce org using a different Salesforce user.

This article contains instructions for nonprofits about how to correct/disable recurring donations in Stripe (through the Stripe dashboard) and PayPal (through the PayPal Merchant Dashboard). For donors: please see "Before You Get Started" (directly below).

This article contains instructions for nonprofit organizations about how to change the default donation frequency — either "Monthly" or "One-Time. “ This can be easily accomplished at any time on your primary fundraising page and any of your fundraising Campaign Pages. For donors: please see "Before You Get Started" (directly below).

Learn how to embed a widget on a site you host, or one built using Squarespace, Wix or WordPress.

Learn about Stripe and why it is needed.

The purpose of the Give Lively logo is to represent the brand in all forms of communication. We ask that these guidelines are followed to ensure consistency and accessibility everywhere Give Lively is present, both internally and externally.

An explanation of how Shift4 processes and displays voluntary donor tips to Give Lively (called “Splits” by Shift4) made through Give Lively donation forms.

Make the most of donor-advised fund (DAF) grants through DAFpay powered by Chariot.

This article lists and explains the statuses associated with donor payment disputes in Stripe, Shift4 and PayPal.

Need help with Give Lively’s Salesforce integration? You’ve come to the right place! Salesforce support is primarily handled via email instead of chat.

Answers to why you’ve learned that Stripe has restricted your account or you’ve seen a “Fundraising pages disabled” warning message on your Give Lively fundraising page(s) and within the Nonprofit Admin Portal.

Learn what donor data is available for member nonprofits.

A full example of a Team Fundraising page showing and explaining all of its elements.

Learn how to view up to three years of your donation history and receipts, and access your annual tax summary in the Give Lively User Portal.

Learn how to add, change or delete payment methods for recurring donations in the Give Lively User Portal.

Learn what donor data is available for member nonprofits taking part in the “Line Items (All)” donor data beta. This includes an explanation of updated column headers and additional new data in the Line Items (All) on-screen report and downloadable CSV, as well corresponding Mapped Fields in Salesforce.

You can integrate PayPal with our platform, but only as an optional, additional donation-processing method. If you choose not to accept PayPal any longer, you can easily disconnect from it too.

This article details how PayPal handles and displays voluntary donor tips, referred to as “Partner Commission” by PayPal, when processed through Give Lively donation forms.

Jumping into GivingTuesday campaign preparation just now? Here are some last-minute considerations, with helpful examples.

Celebrating 10 years of powering nonprofit missions.

When active, Salesforce validation rules can inadvertently block Give Lively’s ability to sync donations and contacts. Learn how to modify validation rules to exempt the Give Lively syncing process.

Become familiar with the expanded view of on-screen data reports.

Learn how to add or delete users of the Giving Basket donor data portal.

Peer-to-Peer Fundraising enables your supporters to create their own fundraising pages and raise money on your behalf. It helps nonprofits build engagement, connect with new donors, and raise more with less effort.

Learn what information is available in the Giving Basket donor data.

This ability is now available on some Give Lively donation forms as an open beta feature.

Stripe is an industry-leading payment processor trusted by over 100,000 companies and nonprofits. To use Give Lively technology for fundraising, you must have an activated Stripe account connected to Give Lively. A fully effective account is also enabled for ACH (bank) transfers and has applied for Stripe’s nonprofit discount. Learn how to set it up.

Learn about the benefits of using the Salesforce campaign hierarchy with Give Lively records, as well as how to enable the feature in your org.

A short lesson explaining how to boost a Facebook post by targeting a select group of people.

Learn how to send a customized thank-you message to donors and ticket purchasers.

Manually add any funds raised in the form of paper checks or cash to the Campaign Page totals, including its progress bar.

Giving Tuesday is one of the largest days of global giving! Explore how your nonprofit can use Give Lively to leverage this important day. #GIvingTuesday free resources and tools for nonprofits.

Add a link to your fundraising page from a "Donate" or "Get tickets" button on your website, with instructions on how to do so from the most popular website-building services: WordPress, Wix, and SquareSpace.

Learn about Give Lively membership.

Learn about the Zapier triggers and templates that help propel our Zapier integration.

Learn how to add custom questions for donors during the checkout process.

Learn how to use NPSP Recurring Donations in Give Lively’s Salesforce app

Our Peer-to-Peer Leaderboard lets nonprofits feature their top peer-to-peer fundraisers and the amounts they've raised right on the nonprofit's campaign fundraising page.

When enabled, Salesforce’s built-in duplicate prevention features can interfere with Give Lively’s ability to sync donations and contacts. Learn how to add a rule to exempt Give Lively from the duplicate rules, something we recommend.

Learn how to build an individual Peer-to-Peer Fundraising page.