At present, this specifically applies to the creation or editing of thank-you emails in the Core Profile section of the Nonprofit Admin Portal of nonprofits that are using the second-generation form. This builds upon the rollout of our new donation payment form. Learn how to write a thank-you message to donors.

This improves the user experience of the second-generation payment form. Understand Give Lively’s different generations of payment forms.

This was done in anticipation of this year’s U.S. tax season and in compliance with U.S. federal tax law. All Give Lively member nonprofits that received a donation in 2022 will soon be advised of this so that they can support their donors’ tax needs. Donor tax summaries (as well as individual donation receipts) are located in the Give Lively User Portal. Read what and where the Give Lively User Portal is and how donors can find their annual summary of donations.

As part of our ongoing effort to keep givelively.org up-to-date and instructional, the Member Stories page now includes the ability to filter real member stories by each fundraising product Give Lively offers. The nonprofit profiles have also been expanded to show and explain more examples of fundraising pages and other features. Throughout 2023, we will fold in additional profiles showcasing Give Lively members and the amazing work they do.

The search tool is at the top of the on-screen report and this new search rubric makes it possible to jump to a specific donor’s donation(s). Users must select the search rubric from a dropdown list that also includes (recently added) and (recently added). Learn what information is available in the Reports Portal.

if one is specified in the Core Profile of member nonprofit or in the GuideStar profile of other nonprofits receiving donations through the Giving Basket. If there is no timezone specified, results are set to Coordinated Universal Time (UTC). Understand how Give Lively uses UTC for donation receipt times and dates and learn how to select the timezone for your nonprofit as you set up your Core Profile.

This is an increase from the previous range of one month. New instructional copy has also been added to make clear how on-screen reports work. Learn about the Nonprofit Admin Portal and about the Giving Basket Reports Portal.

In addition to the new “reversed” status, the column can state “succeeded”, “pending” or “failed”. Learn what information is available in the Giving Basket donor data.

This builds upon a similar update in automatic payment receipts and is in sync with the redesign of the giving history and receipts in the User Portal and the rollout of our new donation payment form. Donors can view this dedication information in the User Portal by clicking on for any payment shown in the tab. Learn how to add the ability for donor’s to give in honor or in memory of someone and how to send a customized thank-you message to donors and ticket purchasers.

The search tool is at the top of the on-screen report and this new search rubric makes it possible to jump to a specific donor’s donation(s). Users must select the search rubric from a dropdown list that also includes (recently added). Learn what information is available in the Reports Portal.

This issue had prevented recurring donation records from being created for monthly gifts made via the Core Profile for some nonprofits. Learn about your options when data mapping donations with the Give Lively for Salesforce app.

For those donations, the UTM tracking value (for example “text” or “facebook,” depending on the added code) will appear as it should in the column of donor data CSVs exported from the Nonprofit Admin Portal or in Stripe payments metadata. Learn more about using UTM codes to track fundraising campaigns.

For a short time, the Leaderboard would disappear if the built-in search tool was used. Learn more about how donors view the Leaderboard.

This added search tool is at the top of the on-screen report and makes it possible to jump to a specific . Learn what information is available in the Reports Portal.

, including the name and email address of the dedicatee. This builds upon other updates to the receipt, in sync with the redesign of the giving history and receipts in the User Portal and the rollout of our new donation payment form.Donors can also view dedication information in the User Portal by clicking on for any payment shown in the tab. Learn how to add the ability for donor’s to to give in honor or in memory of someone and how to send a customized thank-you message to donors and ticket purchasers.

This is the case for the , and reports in the Nonprofit Admin Portal (for nonprofits with a page) and the Giving Basket Reports Portal. In both cases:

This is all in addition to the expanded, comprehensive information available via CSV export of donor data. Learn about the Nonprofit Admin Portal and about the Giving Basket Reports Portal.

Before the fix, donations with cents in multiples of ten would drop the last zero; for example $50.10 would be shown as $50.1. Learn how to create successful Peer-Based Fundraising pages with our ultimate guide.

This is part of our ongoing commitment to a refined user experience and enhanced security. Learn how strongly we believe in data privacy and security.