How do I add a second location or profile for my nonprofit in GIVINGtrax?
To create a new profile by cloning an existing profile, start at your home dashboard, then: Click on “Nonprofit Profile(s)”, then choose “Overview” in the dropdown menu Next, click on the icon for “duplicate nonprofit” – it’s the one that looks like two sheets of paper just to the left of the red x. Screen Shot below Change the [...]
What's needed to submit a donation request?
Required Items to Submit a Donation or Sponsorship Request Nonprofits, schools (and if allowed by the business, individuals) are able to submit donation requests through a web-based form that is accessible from the business members' page. Nonprofits & Schools must then complete the 3 basic elements of creating a profile on GIVINGtrax. Either follow the steps 1,2,3 in the blocks at the [...]
How do I find a donation request I saved as a draft?
Saving & Editing Donation Requests When creating a request, you will have the option to save a draft. To save a donation request, scroll to the bottom of the view and click on the "save as draft" button. To resume editing, you will need to log-in to GivingTrax to reach your dashboard view. You may do so at www.GivingTrax.com by choosing "login" in the very top right menu located at [...]
Is there a sample letter I can send nonprofits, schools?
How do I connect my GIVINGtrax account to Facebook?