Question 1

How do I create an online account?

Accepted Answer

To create an account, follow these steps 
1. Click ‘Sign Up’ at the top right of the giving form.
2. You have the option to sign up and log in using your mobile phone for verification, an emailed link, or by entering your email address and a password in the grey boxes and clicking Get Started.  
3. Follow the instructions from there, which will include entering your name, creating a 4-digit PIN, and entering your mobile phone number or email.
4. You will then be in your account where you can do any of the following:
   1. Enter a one-time gift
   2. Set-up and edit recurring gifts
   3. Enter/edit payment methods
   4. View your giving history
   5. Edit your contact information

Once you have created an account, just login and complete your future gift in fewer steps, or do any of the functions above.

Question 2

How do I view or edit my online giving account profile and information?

Accepted Answer

To make view or make changes to your online giving profile, please follow these steps:

1. Click 'Log In' at the top right of the giving form.
2. Choose your account verification option – mobile phone verification, an emailed link, or entering your email and password in the grey boxes.
3. Once you are in your account there are links at the top to:
   1. Make a one-time gift
   2. View/edit your recurring gift
   3. View your giving history
   4. View/edit your payment methods
   5. View/edit contact information (click on your initials in upper right corner, then View Profile link)

Question 3

Bank Checking Account Verification Steps

Accepted Answer

To set-up a bank checking account as a payment method, you need to create or log into your online giving account.

• Select Add Payment Method, then select US bank account.

• For instant access to add your bank account as a payment method,  select your bank and follow instructions to log into your bank and allow the bank account to be connected.

• For banks that do not offer the instant access connection, select “Enter bank details manually instead” under the list of banks.  Enter the account and routing numbers.  Your bank account will then be in a ‘Pending Verification’ status.  Stripe, our secure payment processor, will deposit $0.01 into your account within 1-2 days.  Review the deposit and look for a code starting with SM.  Come back to the giving form and click on payment methods.  Click on the bank account you are trying to verify and enter the code when prompted after clicking the “Verify” button.  The bank account will now be available for use.

Question 4

Option to Cover the Payment Processing Fees

Accepted Answer

The giving form includes an option to ‘Cover the fees’.  The payment processing fees for credit/debit cards are $0.20 per transaction plus 2.6% of the dollar amount.  For bank account ACH payments the fees are $0.20 per transaction plus 0.8% of the dollar amount.  The fees will be added to your gift if ‘cover the fees’ is Yes.  Select No to exclude the processing fees.

DONOR INSTRUCTIONS

DONOR INSTRUCTIONS

ONLINE GIVING