Changelog
Follow up on the latest improvements and updates.
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Our latest webinar,
Salesforce for Nonprofits: What’s Changing & Why It Matters
is over and free companion resources are available.
Unfortunately, due to a technical glitch, the live session was not recorded, neither the video nor the chat. 😓 That said, we're eager to share:- the full slide deckfrom the webinar
- an information-packed, downloadable Nonprofit's Guide to Setting up Salesforce for Success, complete with reference links mentioned during the webinar
- a blog post about the state of Sales for nonprofits and how to manage next steps
These resources look at how Salesforce’s nonprofit offerings are evolving, break down what’s new and what it means for nonprofits of all sizes. Whether you’re using Salesforce now, planning an implementation or still evaluating CRM options, they will help you navigate next steps. Visit the Salesforce for nonprofits readiness page.
We now send nonprofits an email notification each time we initiate a monthly direct deposit for recent contributions to nonprofits via the Giving Basket.
Previously these notifications only went out on the first transfer, but are now triggered with each monthly transfer. Direct deposits for Giving Basket donations are sent from the Give Lively Foundation and are only available to Give Lively members. Learn about the value of the direct deposit for donations received through the Giving Basket.Restrictions have been lifted on the use of identical "URL slugs” when applied to different products.
A URL slug is the text at the end of a URL that identifies a specific page on a website, such as this-is-the-slug
in example[dot]com[slash]this-is-the-slug. It is now possible to apply the same slug to several associated fundraising pages as long as those pages were built using different products. For example (this is for example only; it does not point to a real page)
, https://secure.givelively.org/donate/ny-pet-foundation (Core Profile) will work alongside:- a Campaign Page with the same name as the nonprofit and a URL slug of /donate/ny-pet-foundation/ny-pet-foundation
- an Event Ticketing page with the same name as the nonprofit and a URL slug of /event/ny-pet-foundation/ny-pet-foundation
- a Peer-to-Peer Fundraising pages with the same name as the nonprofit and a URL slug of /donate/ny-pet-foundation/ny-pet-foundation/ny-pet-foundation
- a Team Fundraising page with the same name as the nonprofit and a URL slug of /teams/ny-pet-foundation/ny-pet-foundation/ny-pet-foundation.
Changes to a Simple Donation Widget now display immediately.
This is in support of the rollout of the next-generation Simple Widget and applies to both the preview tool in the Nonprofit Admin Portal and to the widget as it appears embedded on a website. Learn about what makes the latest Simple Donation Widget more appealing, efficient and accessible.We have fixed the
Learn more
link under
Donate via Bank Account
on the Event Ticketing payment form.
For a brief time, this link was broken. It again leads to an FAQ about what the best way to donate is, bank versus credit card. 
We now mark transactions that have a fair market value as a "goods” purchase and relay the details to Stripe for ACH payments.
This update is In keeping with the regulations of the National Automated Clearinghouse Association, which manages the ACH network. It applies to Event Ticketing payments that include a not-tax-deductible amount. All other transactions, i.e. donations, are marked as “other.” Learn how to designate a portion of each Event Ticketing ticket sale as tax deductible (bullet 5) and about ACH/bank payments via Stripe Financial Connections.Our latest webinar, Power in Community: Building Movements Through Peer-to-Peer Giving, is now available for free and on-demand.
It features Give Lively's Amy Truong (Member Success & Growth Lead) and Jada Moore (Senior Solutions Architect), who discussed how to structure a peer-to-peer campaign, keep fundraisers engaged and turn one-time participants into long-term advocates for your cause. Read about the webinar and how to view it on-demand.
We've introduced the next generation of Simple Donation Widget.
On the Donation Widgets
page in the Nonprofit Admin Portal, member nonprofits can now preview the new design, using their current widget or a new one. From March 10 to TBD, nonprofits can opt in to the new design, but can also opt back out if time is needed to work through any technical issues. Learn about what makes the latest Simple Donation Widget more appealing, efficient and accessible. 
The customized copy in automated email receipts now accepts indented paragraphs.
The text editor used for capturing tailored thank-you messages on email receipts had not previously recognized indented texts. Learn how to send a customized thank-you message to donors and ticket purchasers.Donor lists are now available for peer-to-peer fundraisers.
The person running a Peer-to-Peer Fundraising page can now see and download a list of their donors. The on-screen and downloadable CSV include the donor’s name and the donation date, amount and frequency. Learn how fundraisers can see the donors who contributed through their Peer-to-Peer Fundraising pages.Load More
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