Updated Articles

  1. Set Up a Merchant Account to Process Credit Cards (Section 4)

    *Fiserv (formerly CardConnect) This article details how to set up your Fiserv  Merchant Account (MID), which is required in order to process credit card transactions through GiveSmart. Note:  Your organization may require more than one mer...
  2. GiveSmart Fundraise

    To learn more about GiveSmart Fundraise Contact Us Here . ...
  3. Contacting GiveSmart Events Support

    The  GiveSmart Support  team is available to assist with platform-related questions and technical issues. Our team can help with: Troubleshooting problems you may encounter while using GiveSmart Providing clarification for aspects of the softw...
  4. Contacting GiveSmart Fundraise Support

    The GiveSmart Support team is available to assist with platform-related questions and technical issues. Our team can help with: Troubleshooting problems you may encounter while using GiveSmart Providing clarification for aspects of the softwa...
  5. GiveSmart Events Salesforce Connector

    How It Works The GiveSmart Events Salesforce Connector is an "on demand" API sync, which can sync any settled transactions to your Salesforce instance as Opportunities.    Once the connector is installed and configured, you will be able to...
  6. Multi-Factor Authentication (MFA) Requirement for GiveSmart Admin Access

    Overview To strengthen account security and provide a more consistent login experience across products,  Momentive Identity now requires Multi-Factor Authentication (MFA)  for all clients using: Email One-Time Passcode (OTP) This upda...
  7. Embed an Order Form on your Website

    Allow supporters to donate or make a purchase directly from your own organization's website. To comply and maintain GiveSmart's level of security, specify and include the external site where the page or order form will be embedded. Before you st...
  8. Meet the GiveSmart Team

    Meet your GiveSmart Team, we are built with your needs in mind. Stronger Together: The GiveSmart Teams Set You Up for Success in Every Scenario Client Success Manager  Your Client Success Manager (CSM) is your main point of contact throughout ...
  9. Password Reset Required for Global Admins

    Overview As part of an upcoming security enhancement, all GiveSmart Global Admins will be required to reset their password beginning the week of March 23 . This update helps ensure a more secure and unified login experience across GiveSmart pro...
  10. Credit Card Verification Updates for GiveSmart Events

    Effective Date: February 13, 2026 Credit Card Verification Updates for GiveSmart Events To further protect your organization and your donors, GiveSmart is introducing enhanced credit card verification requirements within the Events module. ...