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

Set up your Core Profile

Your Core Profile acts as the foundation for your fundraising efforts, no matter what Give Lively fundraising solutions or products you use. Many nonprofits even use the fundraising page associated with their Core Profile for year-round fundraising. Customizing your core profile is therefore a very important first step.

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

Examples

No items found.

Before You Get Started

To set up your Core Profile, you must be able to access the Nonprofit Admin Portal.

Video Overview

Text Walkthrough

What is a Core Profile?

Clara Lionel Foundation Core Profile

It is an essential building block of every nonprofit's Give Lively membership, no matter what Give Lively fundraising solution or products you use. Many nonprofits even use the fundraising page associated with their Core Profile for year-round fundraising.

Although you can build and customize your Core Profile in eight easy steps (see below), it comes with default donation amount options ($25, $50, $100, and $250) and your mission statement pulled from GuideStar. We nevertheless recommend that you customize every aspect of it to suit your nonprofit.

Also keep in mind that your Core Profile is not the same as other Give Lively fundraising pages, such as Campaign Pages. That said, any Give Lively fundraising pages you create automatically inherit the settings and details of your Core Profile, including your mission statement, logo, background image, brand color, and thank you message.

Fill in basic information

  1. Once you have logged in to the Nonprofit Admin Portal, click the “Basic Information” tab in the "Edit Your Nonprofit's Core Profile" menu on the lefthand side of the page.
  2. On the "Basic Information" page, enter the name of your nonprofit (for external display), your organization’s mission statement, and its website in the appropriate fields.
  3. You can also set the default frequency for donations ("Monthly" or "One-Time"), allow donors to make private donations, disable peer-to-peer fundraising, add a "Give in honor of someone" link, and enable international mode.
  4. Hit "Save" when you're done.

Upload a high-quality logo

The first thing visitors see on your page is your logo. Upload a high-quality version, one that is easy to read and looks good on multiple devices.

  1. Click on the “Logo and Images” tab on the lefthand menu.
  2. Under "Logo," click "Choose File" and select the image file you'd like to upload as your logo.
  3. Double-click on the desired file.
  4. Your logo image should be: a minimum of 640x640 pixels, no larger than 1MB, in JPG format.
  5. Hit "Save" when you're done.
  6. Choose your preferred logo placement: "Over Background" (placed over the middle of the background image), "Above Donation Form" (placed next to the background image, above the donation details), or "Hidden" (not visible on the page).
  7. Click the "Save" button.
  8. You can view the page by clicking "Visit Page" to the right of your nonprofit's name at the top of the page. You can experiment with different logo placements by clicking "Save" and "Visit Page" until you find the format you desire.

Upload a high-quality background image

Your background image is a very prominent part of your page. Look for a high-quality image that genuinely shows what your nonprofit does.

  1. Still on the "Logos, Images, and Color" page, under "Background Image," click "Choose File" and select the image file you'd like to upload as your image.
  2. Double-click on the desired file.
  3. Your logo image should be: a minimum of 1740x1140 pixels, no larger than 1MB, in JPG format.
  4. Hit "Save" when you're done.

Upload a high-quality background image for Small Token

Small Token is used when donors give in honor of someone to a nonprofit. Donors themselves have the option to add their own image, but it's good to have a default image for this.

  1. Still on the "Logos, Images, and Color" page, under "Small Token Background Image," click "Choose File" and select the image file you'd like to upload as your image.
  2. Double-click on the desired file.
  3. Your logo image should be: a minimum of 640x640 pixels, no larger than 1MB, in JPG format.
  4. Hit "Save" when you're done.

Upload a high-quality image for social sharing

This image will accompany your donation link when you share your fundraising page via Facebook, Twitter, or any other social media platform. It will also be the preview image for Text-to-Donate. We recommend using an image without any words or letters.

  1. Still on the "Logos, Images, and Color" page, under "Image for Social Media Sharing," click "Choose File" and select the image file you'd like to upload as your image.
  2. Double-click on the desired file.
  3. Your image should be: a minimum of 1200x630 pixels, no larger than 1MB, in JPG format.
  4. Hit "Save" when you're done.

Choose your brand color

Most nonprofits identify one color to represent their brand in external communications. Feature that color as the background of your fundraising page(s).

  1. Still on the "Logos, Images, and Color" page, under "Background Color," enter your hexadecimal (also called hex) color code, which consists of a six-digit alphanumeric code (for example: #2363AF) or click on the color square and select one from a color wheel.
  2. Hit "Save" when you're done.

Select your donation amount options and write impact stories to accompany them

Open House | San Francisco's LGBTQ Senior Community | Impact Stories

When supporters are passionate about a cause and are clear about the impact of each donated dollar, they feel more compelled to give. The Impact Stories section of any fundraising page is a great way to creatively showcase the strength of your work. Select donation amounts closely associated with your nonprofit stories or that otherwise make sense for your organization. Then inspire donors with compelling impact stories.

  1. Click on the “Donation Amounts and Impact Stories” tab on the lefthand menu.
  2. Select donation amounts closely associated with your nonprofit stories or that otherwise make sense for your organization. The default donation amounts are $25, $50, $100, and $250, but if you wish to customize the donation amounts, you must have at least one amount and can select up to seven of them, not including the donor’s choice. You must also fill in impact stories for each amount for any custom amounts to appear (see below).
  3. If you want your page to feature only donation amounts (without impact stories), you must be in "amounts only mode." Alternatively, if you wish to include impact stories for each donation amount (highly recommended!), you must be in "amounts and stories mode." To switch between modes, look for the "Switch to Amounts Only Mode"/"Switch to Amounts and Stories Mode" button at the bottom of the introductory paragraphs.
  4. If including impact stories, write one for each amount, describing the impact a donation of that size would make on your organization. In order for your customized donation amounts to appear, you must fill in impact stories for each amount. The recommended length is a concise 75 characters for each impact story, and you should use active, powerful verbs, and practical and verifiable examples of where the donated money goes. For example, if your organization works to serve the hungry, a $25 donation amount to your organization "Feeds four children for a week." For an organization that protects wildlife, the story might be that a $75 donation "Preserves 15 acres of forest land." Click the helpful "See Examples" and "Tips" buttons at the bottom of the introductory paragraphs.
  5. In the "Display Amounts By" section, select whether you'd like your donation amounts and impact stories to be arranged on your page from "highest to lowest" or "lowest to highest."
  6. Hit "Save" when you're done.

Write a "Thank You" message to donors

When a donor gives to your organization, a receipt is immediately sent summarizing the donation for tax purposes. You have the option of including a customized 'Thank You’ message as a part of that receipt. Use your 'Thank You' message to show gratitude, reinforce your mission, or touch on the impact the donation will make.

  1. Click on the “Thank You Message” tab on the lefthand menu.
  2. Fill in the provided fields -- "Subject Line" and "Body Paragraph" -- with your written thank you. You can use merge tags in the subject line or body paragraph of your thank you messages. They will be replaced by the corresponding donor information in the email receipt.
  3. Add a reply-to email address that will appear on all donation receipts.
  4. Hit "Save" when you're done.

Downloads

No items found.