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  1. Home
  2. Creating Requests
  • General Questions 6 Articles

    • Claiming an Organization
    • Saving & Editing Donation Requests
    • Creating Requests
    • Viewing Request Status
    • How do I add a second location or profile for my organization in GIVINGtrax?
    • Required Items to Submit a Request
  • Getting Started 1 Articles

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Creating Requests

  • Date updated 2019-01-19
  • Categories
  • General Questions
  • Tags
  • Recipient Organizations
  • School
  • Individual
  • Donations
  • Sponsorships

How do I create a request in GivingTrax?

Creating Requests for Donations, Grants & Sponsorships in GivingTrax

 

Step 1:  Navigate to the business members page that you are soliciting.  Most, but not all members list themselves in the Member Community.  To search, select Members, then Businesses.  If you were instructed to "go to GivingTrax" or to submit the request through GivingTrax and do not find the business in the community, then start from their website.  Many business members embed their GivingTrax page into their website or provide a link to it on their website.

 

Step 2:  Once you reach the business members page, please take a moment to review their criteria.  If your request qualifies, click the green navigation button or select the option in the dropdown menu, then click the green button. 

 

Step 3:  If you are not already logged-in, you will be directed to create an account before proceeding.  If you already have an account, click on the hotlink to log-in.  You will be presented with the step by step request form created by the business member.

 

If you are a volunteer, you may not "claim" an organization, however, you may still create and send a request in to many business members.  In the request form, you will have the ability to search and select the recipient organization.   

 

 

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