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Success Academy

You’ve got questions? We’ve got answers! Here are some tutorials to get you started. Select a category to start exploring.

Getting Started with Givsum

fundraising peer to peer team giving charity nonprofit softwareA step-by-step video on how to get your charitable organization started. Let us show you how.

Creating Opportunities

We walk you through how to create, share, and manage your events.

Platform Features

fundraising charity platform embeds widgets

From analytics to ticket sales to live streaming, you will learn how to best utlize Givsum’s features.

Membership Management

fundraising software charity platform nonprofit member managementMembership setup, membership packages, and invoicing are a breeze with Givsum.

Getting Started with Givsum

Step 1: Claim Your Organization

Before you can start doing anything, you’ll have to first claim your organization.

Nearly every registered U.S. nonprofit has been uploaded onto Givsum. From the Givsum landing page, scroll down and click the “Claim Your Organization” button. Have your organization’s IRS 501(c)(3) letter ready and follow all of the prompts. You’ll be ready to go in no time.

Step 2: Login & Toggle to Your Organization

To get to your organization’s admin dashboard, you’ll have to first login as yourself.

Once you login, if you have admin access to your organization, you’ll see your organization’s name and logo below your name and photo – just click it and you’ll access your organization’s admin interface.

Step 3: Connect Your Bank Account

Before your organization can start receiving funds from its supporters, you’ll need to connect your bank account so their funds can be directed to you.

From your admin interface, click the Settings tab and click “Set Up Payment Account”. You’ll then follow the prompts to setup a Primary 501(c)(3) nonprofit business account and a Secondary Account for a 501(c)(4) or 501(c)(6) membership account, if applicable.

Step 4: Update Organization Profile

It’s easy to update your organization’s name, photo, slogan, outline your mission, and link to your website.

While you’re at it, why not import your contacts, set permissions, display supporter or member campaigns, co-market with sub-organizations, and so much more!

Create Your Opportunity

How to Create Your Opportunity

Whether you’re creating a fundraiser, like a golf tournament,  or service project, like a beach cleanup, it’s easy to build an opportunity that can help your operate more effectively and efficiently.

Simply follow the step-by-step prompts and you’ll be up and running in minutes.

Expand Your Network

With just a few clicks, you can spread the word about your opportunities.

Using the “Share the Love” button, you can publish your opportunity out to various social media platforms or out to your email contacts. Anyone who sees your opportunity can do the same, giving you the best chance of reaching the widest possible audience.

Manage Your Opportunity

Ever wish you could access all of the information from past fundraising events and opportunities? Lost data and information is a thing of the past.

Manage your entire opportunity from one place, thanks to Givsum. Through your admin Summary page, keep track of donations, volunteers, tickets, items, and packages. Easily communicate with your supporters through email and text straight from the Givsum platform. Check all payments through the Ledger, send refunds, forward receipts, etc. Automated reports and data are at your fingertips through the Analytics page.  

Checking-In Guests at Events

On the day of your event, checking-in your guests can be done in a snap. Once you’ve accessed the Registration Desk, simply find your guest and check them in upon arrival.

If any additions or changes need to be made for a particular guest, it can be done from the Registration Desk. In this video we’ll walk you through the steps of how to do so. 

Features

Auctions

Create your very own engaging, customizable charitable online auction that will excite your donors without the inconvenience of bid sheets or manual payments.

Customize everything: photos, descriptions, prices, bidding increments, and more. Givsum online auctions are easy to create, easy to share, and easy to bid from.

Ticketed Events

When building an event, simply follow the prompts and create as many different ticket types as you need.

From General Admission, to VIP, to Backstage Pass, or anything else your imagination can dream up, you’ll be able to provide your guests with whatever options to purchase that you want to offer.

Selling Store Items

Whether your organization would like to offer an item for purchase for a “suggested donation” amount (like a golf tee) or if you’d like to offer certain items for purchase as part of a particular event (like a “Mulligan package” at a golf tournament), all of that can be done with a few quick clicks.

Analytics Page

Gain valuable insights into your supporters’ behavior as it relates to your opportunities.

By discovering what’s working best for your organization, you can focus your efforts on those things that are showing the best results, helping your organization find greater success.

Summary Page

The Summary Page is like mission control for your opportunities.

Once you’ve published an opportunity, you’ll be able to track everything concerning it in real-time and it’s where you’ll want to go after its conclusion to see all of your final numbers.

Registration Desk

The Registration Desk is where you’ll manage every front-of-the-house aspect of your event, such as:

  • Check-in guests (by name or QR code)
  • Process walk-in ticket purchases
  • Process donations or item purchases
  • Assign bidder numbers to attendees
  • Create invoices
  • And more!

Live Steaming Videos

Any event can be made virtual on the Givsum platform. Simply use the link to whatever live-streaming video service you are using and post it to your opportunity page.

It’s just that easy. Now anyone coming to visit your opportunity at the time of your event will be able to watch your live broadcast.

Managing Memberships

Member Setup

Membership Setup is easy. Add members by email or import your member information though a CSV document.

Customize how you manage your members with options such as approval or invite required, survey required, making your member list private or public on your organization’s Givsum page, etc. It’s all up to you!

Creating Membership Packages

Invoicing members is now as customizable and simple as ever. Create a membership package with your own set duration, name, description, price, and more.

With options like automatic renewals, you will have more time to focus on the important stuff, AKA your charitable works.

Membership Invoicing

Are you ready to turn a hassle into an absolute pleasure? With Givsum, it only takes seconds to invoice your members and it only takes your members a few clicks to pay their membership dues. Collecting and paying membership dues has never been easier.