Give charitable dollars to others from your Impact Account

From birthday presents, to children's allowances, to "thank you" gifts—sending charitable dollars to friends and family can be a great way to inspire those around you to give.

You have two options for sending charitable dollars to others: giving via the recipient’s email address or their Impact Account profile.

If you’re not sure if the person you’re giving to has an Impact Account, or their Impact Account isn’t discoverable (i.e. can’t be searched for on Charitable Impact), send the charitable dollars to their email address.

If the Impact Account you want to give to comes up when you search for it on Charitable Impact, then you can give directly to the Impact Account.

Learn how to:

• Send or schedule a gift via email
• Send or schedule a gift to an Impact Account
• Edit, pause, or cancel a gift

Good to know:

• When your gift recipient doesn't have an Impact Account
• When someone doesn't claim the charitable dollars you sent to them

Send or schedule a gift via email

On the web:

1. Select your Impact Account or an account you administer on the Home screen.
2. On the right side of the Impact Account overview, select Give to friends.

3. Choose one or more recipients by selecting friends already on Charitable Impact or by entering their email addresses in the Give to field. Separate multiple email addresses with commas. You can give to a maximum of 25 people per transaction.
4. Enter the amount you'd like to give. If you will be giving to multiple people in a single transaction, each person will receive the amount you choose—for example, if you give to 3 people, entering a $20 gift amount means each person will receive $20 for a total of $60 being withdrawn from your Impact Account.
5. Select Send now or Schedule gift. If you’re scheduling a gift, choose the Send date and the Frequency. You can choose to send a gift once, or repeat it weekly, monthly, or annually.
6. Select Continue.
7. Provide a reason for your gift, if you wish: Birthday, Thank you, Charitable Allowance, or other reason that you can specify. If you prefer not to say, that's OK too. This will only be visible to you and any account admins in Account details.
8. Select Review.
9. Review the details of your gift, then select Send gift.

On the mobile app:

1. From the Impact Account Overview screen, select Give to friends.
2. Enter the amount you'd like to give. If you will be giving to multiple people in a single transaction, each person will receive the amount you choose — for example, if you give to 3 people, entering a $20 gift amount means each person will receive $20. A total of $60 will be withdrawn from your Impact Account.

2. Under Give to, select contacts. You can choose Friends on Charitable Impact or Contacts not yet on Charitable Impact. To add contacts not yet on Charitable Impact, select Add a contact manually or Add a contact from your contact list. Once you've finished selecting contacts, select Apply.
3. Under Frequency, select Send now or Schedule gift. If you’re scheduling a gift, choose the Send date and the Frequency. You can choose to send a gift once, or repeat it weekly, monthly, or annually. Select Apply.
4. Provide a reason for your gift, if you wish: Birthday, Thank you, Charitable Allowance, or other reason that you can specify. If you prefer not to say, that's OK too. This will only be visible to you and any account admins in Account details.
5. Write a message to your friends, if you wish.
6. Write a note about this gift for your own reference, if you wish.
7. Select Review.
8. Review the details of your gift, then select Send gift or Confirm scheduled gift.

Send or schedule a gift to an Impact Account

On the web:

1. Select your Impact Account or an account you administer on the Home screen.
2. Select Search & give in the top navigation.
3. Search for the name of the Impact Account you want to give to in the search bar.
4. Select the Impact Accounts tab to filter results, then find and select the Impact Account you want to give to.
5. Select the Give button on the Impact Account profile.

6. Enter the amount you'd like to give.

   Note for account owners:

   Confirm the Impact Account you would like to give from in the From field. You can give from the Impact Account you own, or from Giving Groups and Campaigns you manage. 

7. Under Frequency, select Send now or Schedule gift. If you’re scheduling a gift, choose the Send date and the Frequency. You can choose to send a gift once, or repeat it weekly, monthly, or annually. Select Apply.
8. Select Continue.
9. Provide a reason for your gift, if you wish: Birthday, Thank you, Charitable Allowance, or other reason that you can specify. If you prefer not to say, that's OK too. This will only be visible to you and any account admins in Account details.
10. Write a message to your friends, if you wish.
11. Write a note about this gift for your own reference, if you wish.
12. Select Review.
13. Review the details of your gift, then select Send gift or Confirm scheduled gift.

On the mobile app:

1. Select Search & give in the bottom navigation.
2. Search for the name of the Impact Account you want to give to in the search bar.
3. Select the Impact Accounts tab to filter results, then find and select the Impact Account you want to give to.
4. Select the Give button on the Impact Account profile.

5. Enter the amount you'd like to give.

   Note for account owners:

   Select the Impact Account you would like to give from in the From field. You can give from the Impact Account you own, or from Giving Groups and Campaigns you manage.

6. Under Frequency, select Send now or Schedule gift. If you’re scheduling a gift, choose the Send date and the Frequency. You can choose to send a gift once, or repeat it weekly, monthly, or annually. Select Apply.
7. Select Continue.
8. Provide a reason for your gift, if you wish: Birthday, Thank you, Charitable Allowance, or other reason that you can specify. If you prefer not to say, that's OK too. This will only be visible to you and any account admins in Account details.
9. Write a message to your friends, if you wish.
10. Write a note about this gift for your own reference, if you wish.
11. Select Review.
12. Review the details of your gift, then select Send gift or Confirm scheduled gift.

Edit a scheduled gift

On the web: 

1. Select your Impact Account or an account you administer on the Home screen.
2. Select Deposits & gifts in the left navigation.
3. Select the Scheduled gifts tab.
4. Select the three dots to the right of the monthly gift you would like to change, then select Edit. 
5. Make changes to the gift, then select Save.

On the mobile app:

1. Select Deposits & gifts from the bottom menu.
2. Select Scheduled gifts.
3. Select the recurring gift you would like to change.
4. Select the pencil icon to make changes to the gift, then select Save.

To pause a scheduled gift, select the monthly gift you would like to pause, then select Pause. 

To cancel a scheduled gift, select the monthly gift you wish to cancel. Select Delete, then select Delete again to confirm.

To resume a scheduled gift, select the monthly gift you would like to resume, then select Resume.

Keep in mind:

• Paused gifts can't be edited. You'll need to resume them first.
• Paused gifts can't be resumed after the send date has passed. You'll need to schedule a new gift.

Good to know

When your gift recipient doesn't have an Impact Account

Recipients will be asked to sign up for an Impact Account. Once they've signed up, the charitable dollars you sent them will automatically appear in their Impact Account. 

When someone doesn't claim the charitable dollars you sent to them

Recipients have 30 days to sign up for an Impact Account and claim their charitable dollars. If the charitable dollars are not claimed within 30 days, they'll be returned to your Impact Account. You'll receive an email from Charitable Impact letting you know the money is back in your account.