Give charitable dollars to friends and 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.

Learn how to:

Good to know:

Send or schedule a gift

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.

Note for account owners:

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

  1. 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.
  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if you give to 3 people, entering a $20 gift amount means each person will receive $20 for a total of $60 being withdrawn from your Impact Account.
  3. 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.
  4. Select Continue.
  5. 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 in your Account details.
  6. Select Review.
  7. 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.

Note for account owners:

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

  1. Under Give to, select 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.
  2. Once you've finished selecting contacts, select Apply.
  3. 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.
  4. 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.
  5. 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 in your Account details.
  6. Select Review.
  7. Review the details of your gift and select Send gift

Edit your 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. Under the section Scheduled gifts, select Gifts to friends. 
  3. Select the monthly gift you would like to change, then select Edit.
  4. Make changes to the gift, then select Review.
  5. Review your changes, 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.

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