GiftDrive guides
Help with donating, running a drive, and managing your organization.
60 guides
Getting started
- Visitor 5 steps
Understand how GiftDrive works
Learn how organization drives, item donations, monetary gifts, and supporter fundraising fit together.
- Visitor 5 steps
Find a drive to support
Find relevant drives by searching and exploring available filters and map results.
- Visitor 5 steps
Find an organization and its drives
Explore organizations and locate their public drives.
- Visitor 5 steps
Create and verify your account
Create an account to manage donations, preferences, and fundraising activity.
- Visitor 5 steps
Sign in and recover account access
Sign in to an existing account or reset a forgotten password.
Donating
- Donor 5 steps
Donate physical items
Choose exactly the products and quantities requested by a drive.
- Donor 5 steps
Review and update your donation cart
Review items, quantities, availability, and the donation total before payment.
- Donor 6 steps
Complete an item donation at checkout
Complete an item donation and recognize its confirmation.
- Donor 5 steps
Make a monetary donation
Contribute money through a drive that offers monetary donations.
- Donor 5 steps
Set up a monthly gift
Add a monthly monetary gift when checkout offers the option.
- Donor 5 steps
Choose anonymity and leave words of support
Control public donor visibility and contribute a message when the page supports it.
- Donor 5 steps
Pledge and deliver an in-person donation
Use a drive’s drop-off option to pledge items and follow the organization’s delivery instructions.
- Donor 5 steps
Find receipts and track a donation
Find donation records, confirmation details, and available shipment tracking.
- Account holder 5 steps
Request an order cancellation
Request cancellation where the order details offer that action.
- Donor 5 steps
Donate through an embedded widget
Donate through GiftDrive while viewing an organization’s own website.
Your account
- Account holder 5 steps
Edit your account profile
Update the information and photo shown for your account.
- Account holder 5 steps
Review donation history and drop-off pledges
Review your contributions and open the details of online or in-person donations.
- Account holder 5 steps
Manage or cancel a monthly gift
Review recurring gifts and stop future installments through the available management flow.
- Account holder 5 steps
Manage your email preferences
Choose the marketing and organization communications you want to receive.
- Account holder 5 steps
Control information sharing with organizations
Review which organizations have shared donor data and adjust your sharing preference.
- Account holder 5 steps
Share referrals, claim rewards, and use credit
Use your referral dashboard to share a link and review donation credit.
- Account holder 5 steps
Deactivate your account and find data-deletion help
Understand the account deactivation control and the separate data-deletion information.
Organizations
- Visitor 5 steps
Create an organization
Set up the organization that will receive and manage donations.
- Organization administrator 5 steps
Edit organization information and branding
Maintain the organization’s public profile and contact information.
- Organization administrator 5 steps
Invite and manage organization administrators
Invite colleagues and manage organization administration access.
Build a drive
- Organization administrator 6 steps
Create a physical-item drive
Build a wishlist drive that asks supporters for specific physical goods.
- Organization administrator 6 steps
Create a monetary fundraising drive
Create a drive focused on monetary donations toward a goal.
- Organization administrator 5 steps
Start a drive from a template
Use an existing template to start a physical request list.
- Organization administrator 6 steps
Import an Amazon wishlist
Import supported Amazon wishlist information and review the resulting drive items.
- Organization administrator 5 steps
Find catalog products and choose variants
Find appropriate products and add the exact versions your organization needs.
- Organization administrator 5 steps
Add a product by URL or request an item
Use supported product-link and item-request tools when a catalog search does not find what you need.
- Visitor 5 steps
Save, resume, and recover a drive draft
Continue a saved draft and use the available ownership or recovery flow.
- Organization administrator 5 steps
Write a drive story and manage its media
Make the drive understandable with a clear story and appropriate visual media.
- Organization administrator 5 steps
Set dates, categories, and an ongoing drive
Set the drive’s campaign window and category.
- Organization administrator 5 steps
Set shipping details and public location
Separate the delivery destination from the location shown publicly.
- Organization administrator 6 steps
Review and publish a drive
Turn a finished draft into a published drive after checking its required information.
Run a drive
- Organization administrator 5 steps
Edit items and use bulk item controls
Maintain the request list as needs change.
- Organization administrator 5 steps
Configure monetary gifts on a drive
Control monetary giving, suggested amounts, and checkout prompts where available.
- Organization administrator 5 steps
Enable and manage in-person drop-offs
Offer a clear in-person donation path and manage pledged deliveries.
- Organization administrator 5 steps
Share a drive link, QR code, and social posts
Share a published drive through the available link, QR, and social tools.
- Organization administrator 5 steps
Read drive progress and analytics
Use drive-specific progress and analytics to assess campaign activity.
- Organization administrator 5 steps
Understand drive availability and status
Understand why a drive is draft, upcoming, active, ended, or deactivated.
Organization operations
- Organization administrator 5 steps
Navigate the organization dashboard
Use the organization workspace to find drives and administrative tools.
- Organization administrator 5 steps
Review organization donations, shipments, and drop-offs
Use the Donations workspace to review online contributions and in-person pledges.
- Organization administrator 5 steps
Find donors and review donor details
Review the organization’s donor list and the contribution history available for each donor.
- Organization administrator 5 steps
Read organization analytics and export reports
Explore organization-wide performance and export the supported reports.
- Organization administrator 5 steps
Customize thank-you messages and receipts
Customize donor-facing thank-you and receipt content using the available email settings.
- Organization administrator 5 steps
Compose a donor email campaign
Build a donor email draft and review its intended audience before sending.
- Organization administrator 5 steps
Connect a CRM and inspect synchronization
Connect a supported CRM and review connection and sync information.
- Organization administrator 6 steps
Set up monetary payouts and review balances
Complete available payout setup and review monetary donation balances and payout records.
Supporter fundraising
- Organization administrator 6 steps
Enable supporter fundraising for a drive
Allow supporter fundraising and control public page creation.
- Account holder 6 steps
Create an individual fundraising page
Create a personal fundraising page linked to an organization’s drive.
- Account holder 6 steps
Create a team fundraising page
Create a shared fundraising effort for a group of supporters.
- Account holder 6 steps
Create an organization or company fundraising page
Create a supporter page for a company or group without creating a new beneficiary organization.
- Account holder 6 steps
Edit, publish, share, and deactivate a fundraising page
Manage the public story and availability of a supporter-owned fundraising page.
- Account holder 6 steps
Invite members and manage fundraising-page access
Manage participation requests and page administration through the appropriate controls.
- Account holder 5 steps
Review fundraiser donations and drop-off pledges
Review the public progress and manageable donation activity linked to a supporter page.
Embedding
- Organization administrator 6 steps
Embed a drive on your website
Generate and preview an iframe widget for a drive.
- Account holder 5 steps
Embed a supporter fundraising page
Embed an individual or company fundraising page using its public GiftDrive embed URL. The current editor does not offer a Copy embed code control.