If you are visiting GivingTrax to make a donation request for your school or on behalf of a charitable organization, you must register to complete the donation application. Starting from the business members page, click the button to apply and you will be prompted to create an account. If you already have an account, click …
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 …
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 …
What’s needed to submit a donation request? Required Items to Submit a Donation or Sponsorship Request Nonprofits, and 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 and schools must then complete the 3 basic elements …
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: Next, copying public page content and profile items to the new location profile or child organization by following these steps: Tip: If you are adding multiple locations, create …
How do I add a second location or profile for my organization in GIVINGtrax? Read More »
How do I see the status of a request? Viewing the Status of a Donation Request Step 1: Log into GivingTrax Step 2: To view donation requests after they have been submitted, follow the instructions applicable to your account type. Once you navigate to the request, the status will be displayed. To open the request, click on …
How do I claim my organization? To claim an organization, you must either work for the organization or be an officer on the board of directors with signing authority on your bank account. If you qualify, you may register as an organization and create your organization’s profile. You will need these documents to do so: …
