Our DirectLink application option uses Plaid to relay your organization’s bank account information for secure processing and review.
Plaid is a well-known financial platform used to verify secure information – you can learn more about Plaid here.
Please Note: There are a few limitations to our DirectLink application option – for example, there is a possibility that your bank may not be listed when you reach the step to link your account.
Step 1: Get started
To get started, check the box next to 'I reviewed and accept the Giving System Agreement' - then click 'Get Started'.
You will be directed to the 'Overview' page where you can click 'Next' to apply via DirectLink.
Step 2: Review the information on file for your organization
On the 'Nonprofit Details' step of the application, you will be asked to review basic information about your nonprofit, including your organization's name, EIN, and address.
If the information is incorrect, click the link at the bottom of the page. Otherwise, click 'Next' to proceed.
Step 3: Verify your organization's authorized representative
In this section, enter the contact information of your organization's authorized representative to verify their identity.
Step 4: Connect to your bank account
As mentioned earlier, Network for Good uses Plaid to connect to your account. Click 'Continue' in the pop-up window to enter and verify your organization's bank account details.
Step 5: Review and submit your application
Once you have finished connecting your account, you can review your application before submitting it for approval.
What else do you need help with?
Not quite what you were searching for?
Navigate back to the Feature Overview.