Welcome to the Resource Hub for Give Lively members!

This is the new one-stop shop for information and instruction about how Give Lively members use our powerful, practical and free fundraising technology. For more background support about Give Lively, go to our introductory FAQ pages.

In this Article

Create, activate and manage a Stripe account

Stripe is an industry leading payment processor trusted by over 100,000 companies and nonprofits. To use Give Lively technology, you MUST complete ALL THREE of the following: (1) create and activate a Stripe account, and connect it to Give Lively, (2) Apply for Stripe's nonprofit discount, and (3) Set up your account to accept ACH bank donations. Learn why and how.

Event Ticketing
Text-to-Donate
Live Display
Campaign Pages
Donation Widget
Peer-to-Peer Fundraising
Team Fundraising
Leaderboard

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Before You Get Started

Have you set up a Core Profile? It's a critical first step.

Video Overview

Text Walkthrough

What is Stripe?

Stripe is an industry leading payment processor trusted by over 100,000 companies and nonprofits, including Lyft, Shopify, UNICEF, and NPR. The vast majority of donations made through our platform is processed and disbursed by Stripe.

All Give Lively nonprofit members must claim or connect a Stripe account to Give Lively to use our technology and for donations raised on our platform to deposited into your nonprofit's bank account.

Much like an account with PayPal or Facebook, your account with Stripe is independent of your account with us. By connecting your Stripe account to the Give Lively platform, however, you grant us permission to process donations, deliver donor data, and transfer funds to you through your Stripe account.

Is Stripe secure?

Yes. Stripe is a PCI Level 1 compliant company, which means that its payment processing reaches the highest possible security standards. Learn more about Stripe's PCI compliance.

You should therefore not hesitate to provide your date of birth and the last four digits of your social security number, both of which are needed to activate your nonprofit's account. As described by Stripe: "Part of our responsibilities to our financial partners involves verifying your identity and confirming the legitimacy of your business. Collecting this information enables us to automate parts of this process so that you can start running charges immediately. We do not use this information for any other purpose, and we take your privacy and the security of your data very seriously."

Read more about Stripes security and privacy policy. Read more about Give Lively's commitment to data, privacy, and security.

Is Stripe free, like Give Lively?

There is no cost to setting up a Stripe account, but Stripe charges a fee to collect money from a credit card or through a bank. Give Lively offers donors the option to cover the transaction fees. If declined, this fee gets subtracted from the donation.

Current Stripe fees for registered nonprofits are 2.2% + $.30 for MasterCard and Visa transactions, a flat 3.5% for American Express, and 0.8% (with a cap of $5) for processing ACH direct deposit payments.

That means:

  • Making donations via ACH/bank account is by far the most effective, lowest cost payment option and ensure that you get more money to use toward your services.
  • For all gifts under $30, you get more if your donors use American Express, and for all gifts above $30, you'll get more if your donors use a Visa or MasterCard.

Get started with Stripe

All Give Lively nonprofit members must complete the following three steps with Stripe in order to fundraise using our technology (the links below connect to sections lower on this page):

1. Create or activate a Stripe account, and connect it to Give Lively

2. Apply for Stripe's nonprofit discount

3. Set up your Stripe account to accept ACH bank donations

Follow the instructions below to complete these three steps with Stripe.

1. Create and activate a Stripe account, and connect it to Give Lively

All Give Lively members must activate a Stripe account and connect it to Give Lively in order to receive funds raised using Give Lively technology.

To get started, watch this 70-second video and then follow the written-out step-by-step instructions below.

To create a NEW Stripe account:

  • Nonprofits that register with Give Lively automatically receive an email from Stripe with the subject line “Give Lively payments: claim your Stripe account” advising that “Give Lively has created a Stripe account for you.”
  • Click on the “Claim your Stripe account” link in the email to open a Stripe login page.
  • Add a new password and then click on “Save your Stripe account” to confirm that the Stripe account has been set up. The new account can be visited by clicking on the “View your dashboard” button.

To activate a NEW Stripe account:

  • After logging in to Stripe, go to the Stripe dashboard and follow the “Activate your Stripe account” prompts.
  • The Activate your accountpage is an application form that must be completed and submitted since Stripe requires information about a business before it can process any payments. This includes business details, personal details, credit and statement details, bank details, and two-step authentication.  
  • The application does not need to be completed in one sitting. Click “Save for later” to continue at another time.
  • Once the new Stripe account is activated, it is automatically connected to Give Lively if the account was created by clicking on “Claim your Stripe account” in the “Give Lively payments: claim your Stripe account” email received from Stripe. If the account was created without clicking on the link in the email, see the information below about how to connect an existing Stripe account to Give Lively.

To connect an EXISTING Stripe account to Give Lively:

  • At the end of the Give Lively membership registration process, on the “Here’s What’s Next: Connect With Stripe” landing page, there’s an option to click on “connect your Stripe account to our platform.”
  • This triggers an email sent to the address registered with the new Give Lively account. This “Give Lively + [Nonprofit Name] / Membership Next Steps” email contains a “Connect to Stripe” button.
  • Both the landing page and the email button open Stripe on a page announcing that “Give Lively would like you to start accepting payments with Stripe.”
  • Sign in to Stripe by clicking on the “Already have a Stripe account?” button at the top right of the page.
  • IMPORTANT: If the Stripe user has more than one Stripe account, then choose the Stripe account that should be associated with our Give Live fundraising technology. Log in to the correct account or click the name at the top of the Stripe left-hand navigation menu to choose the correct Stripe account.
  • If the selected Stripe account is not yet activated, then a one-page application form must be completed and submitted, since Stripe requires more information about a business before it can process any payments. This includes business details, personal details, credit and statement details, bank details and two-step authentication. Remember: Any nonprofit with an existing Stripe account that completes the Give Lively membership process but doesn’t connect it to Stripe will not be able to move forward with Give Lively membership approval.
  • If the nonprofit’s Stripe account is already activated, then the connection to Give Lively will happen automatically and the Give Lively membership process can move to approval.

For more specifics about activating and maintaining a Stripe account, visit Stripe’s Managing Your Account page.

2. Apply for Stripe's nonprofit discount

In order to receive a discount on Stripe's payment processing fees, nonprofits must have 501(c)(3) status and an EIN number. To apply for the discount, message Stripe with your EIN number and a request for the discount to sales+nonprofit@stripe.com or visit this support page.

Once your nonprofit status been confirmed by Stripe, donations made to your organization using Give Lively products will be processed at Stripe's nonprofit rate. As of this writing, their nonprofit fee structure is 2.2% + $0.30 for all major credit card transactions, 3.5% for American Express transactions, and 0.8% capped at $5 for ACH direct debits.

Our platform's "Cover the Transaction Fee" feature is calculated based on this discounted rate. If you haven't received the discount yet from Stripe, there will be a discrepancy between the amount raised between our system and your Stripe Dashboard.

Stripe will not retroactively apply the nonprofit discount, so please make sure to complete the above steps as soon as possible to ensure you get the most out of every donation.

3. Set up your Stripe account to accept ACH bank donations

THIS IS A CRITICAL STEP! DON'T SKIP IT!

Donations via ACH (bank account direct debits) are great for major gifts and monthly sustainers because they come with a lower transaction fee from Stripe: 0.8% with a cap of $5 in total fee. However, while ACH setup is vitally important, it is NOT automatically enabled! The option to “Donate via Bank Account” appears on all of our fundraising products by default, but these ACH operations are managed by Stripe, which requires that nonprofits take the following steps to ensure seamless ACH transfers.

IMPORTANT NOTE: Stripe automatically imposes a limit of $2,000 per transaction on ACH payments made through our platforms. Stripe also places a $10,000 weekly cap on ACH donations. If you expect to receive more than that in individual or weekly ACH donations, contact Stripe Support to explore the possibility of increasing these limits.

To enable ACH bank donations:

  • Sign in to your Stripe account and then go to the ACH Guide page. (It's easiest to sign in to Stripe and then click on the link in the preceding sentence.)
  • Click the blue "Enable ACH" button on the top of the page. (If there's no blue button, scroll down to "IF THERE IS NO BLUE OR GREEN BUTTON" at the bottom of this section of this article.)
  • After ACH has been enabled, the button will turn green (see below).

IF THERE IS NO BLUE OR GREEN BUTTON: Moving forward, when visiting this page, the button/section to agree to the terms of service will not appear. If you would still like to check and confirm, here's what to do:

  1. Log in to Stripe.
  2. Click on the "Setting" button (gear icon) in the left-hand navigation menu.
  3. Click on the “Payment Methods” section and make sure that “ACH Credit Transfer (Preview)” is "Live" (see image below).
  4. If it is not live, click the "Activate" button.

Once ACH is enabled, donors who select "Donate by Bank Account" on your fundraising page will be redirected to a list of banks provided by Plaid, a service that instantly verifies bank credentials, and asked to select their bank. If their bank does not appear, they can click "Don't see your bank? Search instead" to find it. If their bank is not in Plaid's database, they will not be able to donate via ACH. After donors select their bank, they will be directed to sign in to their bank's online portal. Once they've entered their sign-in info, they will be directed back to your fundraising page where they'll receive a "Thank You" message for completing their donation.

Manage your Stripe account

Additional operations involving Stripe that you may need to know about include:

Set up notifications for every donation
* Troubleshoot donations made via ACH/direct debit
Issue a full or partial refund for a donation
Cancel a donor's monthly donation or subscription
Export donor data from Stripe

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