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How to onboard your charity to givestar

A step-by-step guide to getting your charity set up on givestar so you can receive donations and access your dashboard.

Getting your charity set up on givestar

Onboarding your charity to givestar allows you to:

  • Receive payouts directly to your bank account every month, on or around the 14th

  • Access your Charity Admin portal

  • See all the donation and fundraiser data relating to your charity

  • Use our custom reporting, download donation and Gift Aid reports, and view donor information where consent has been given

  • Create charity-owned events and fundraising pages

How onboarding is started

There are two ways onboarding can begin:

  • A fundraiser raises money for your charity: our team will contact you directly to start the process.

  • You contact us directly: email onboarding@givestar.io and let us know you’d like to get your charity set up on givestar.

The onboarding process

  1. Provide your charity details, including your charity registration certificate, bank details, and the details of the people authorised to act on behalf of the charity. See the full list of what we need.

  2. We verify your information. Our team reviews what you’ve provided and carries out any necessary checks. This usually takes a few working days.

  3. You get access to Charity Admin. Once verified, you’ll be sent login details for your Charity Admin dashboard at charityadmin.givestar.io.

  4. Monthly payouts begin. Any donations that haven’t already been paid to you will be included in the next scheduled payout.

What happens before you’re onboarded?

Your charity can still be searched for and fundraised for on givestar before onboarding is complete. However:

  • You won’t have access to a charity dashboard or reports

  • You won’t be able to view donor details

  • Donations are still paid to you, but manually as part of a payment batch, which can take several months

  • If we don’t have your bank details, we’ll contact you to ask for them

  • If we’re unable to get your bank details, we may try to pay by other means, such as through your charity’s own donation page

Need help?

If you have any questions about the onboarding process, email onboarding@givestar.io. If you need your onboarding link sent again, just reply to us and our team will send it.

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