Step 1: Navigate to The Giving Partner Dashboard for Your Organization

From the Home Tab of your Admin Dashboard, click on "The Giving Partner" tab on the lefthand side to access your Giving Partner dashboard and edit your profile.

Step 2: Add Your Organization's Information

Click on the tab "Add your Organization's Information" to add your organization's logo, website URL, tagline, and up to three causes that best represents your organization.

As one of the first things a donor sees on your profile, your logo should be current and represent your brand. If your profile was migrated and you have a rectangular logo, the import most likely cropped the image. Please review your logo and re-upload if necessary so that you can size the photo appropriately.

The tagline should be a quick, one sentence overview of your organization. The causes will be one way a potential donor can search for your organization so make sure the causes you select best represent your organization.

Once you've completed this information, click the "Save" button.

Step 3: Add Your Story

Next, click on the tab "Add your Story". Here, you can update your photo, tell your organization's story and add a video link. This is the first page that someone will see when visiting your profile so please add at least a paragraph to describe your organization.

Your profile has been pre-populated with a default cover photo. We suggest that you change this cover photo to one of your organization's favorite photos! To do this, click the Select Image button and upload a photo!

You can also add a YouTube or Vimeo video. Just copy the link into the Video URL field. Please only enter the video link (URL) and not the embedded code.  

Once you've completed this information, click the "Save" button.

Step 5: Your Thank You Message

Your "Add a Thank You Message" tab on your Dashboard allows you to add a custom thank you message that your donors will receive immediately after making a contribution to your organization. The functionality to donate or accept donations is not yet enabled! Feel free to check this out, but it will not be active until this functionality available. 

Here you can add an image or video (adding a video will replace any image you add). If you add a video, please enter the YouTube or Vimeo link and not embedded code. To add an image, click the Select Image button.

Once you've completed your thank you message, click the "Save" button.

Step 6: Update Organization Info in Tabs

If your organization's profile was migrated from the previous site, information regarding your organization's programs, management, governance, financials, etc have been moved over to your new profile! You'll want to go in to each tab to verify that the information is accurate and up-to-date. 

Take a look at what these tabs look like and how to navigate to each one before we dive further into each tab:

For further information, take a look at our checklist! Click here to view checklist.

If you have any questions, just click on the blue chat bubble in the bottom right corner to start a support chat or email We are happy to help!

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