The Give Lively User Portal is for everyone who has contributed to a nonprofit through digital fundraising technology powered by Give Lively.

The User Portal is an important and secure online feature that presently allows donors to do the following:

• view and edit account details (name, email, password)
• ‍connect to Peer-to-Peer Fundraising and Team Fundraising pages‍
• view, add and delete payment methods (to recurring donations only)‍
• view and sort payment history‍
• view an annual tax summary‍
• view receipts for past payments and ticket purchases‍
• view a list of recurring donations‍
• view the history of a recurring payment‍
• manage recurring donations, including cancel them and change their associated payment methods.
  

How do I access the Give Lively User Portal and, if needed, set up a user account?

For donors, secure access to the portal is only possible using a working email address that was submitted at the time of a donation. Any email address with no associated donations will have no information in the User Portal, so access is restricted. 

Several ways a donor can access the User Portal

• Go directly to the User Portal.
• Follow the link at the bottom of any email receipt from Give Lively confirming a donation.
• If you, as the donor, are also a Give Lively member nonprofit admin, access to the User Portal is possible directly from the Nonprofit Admin Portal. The link is located in the dropdown from your login email located at the far right of the top nav bar. Conversely, you can also access the Nonprofit Admin Portal directly from the User Portal by clicking the link from the User Portal to the associated nonprofit account(s) located in the “My Nonprofits” section on the main User Portal welcome screen after login.
• If you have access to the Reports Portal, the User Portal can be reached from there by clicking on your login email address in the upper right-hand corner of the screen and then selecting “User Portal”.

How to create a User Portal user account‍

Create a User Portal account

1. From the User Portal login page, select the “Donated with us before? Create an account” link near the bottom of the page.
2. Enter the email address submitted at the time of a payment (or payments). 
3. Click the “Send email” button.
   

Create a password

1. If we have a record of your email address in our system (as a result of a payment):
   + You will be returned to the login page where you will see the following message: “If your email address exists in our database, we’ll send you a password recovery link. This could take a few minutes.”
   + You will receive an email with instructions about how to set your password.
   + Note that, for security reasons, we won’t advise if your email is NOT in our system, but if it isn't you won’t receive a password email. If you donated via Give Lively technology, verify the email address associated with that payment.
2. Once you have submitted your new password, you will be returned to the login page where you will see that “Your password has been changed successfully.”
   

Confirm your email address

1. After setting your password, you may need to confirm your email address. You will know this is the case if the login page displays a yellow box with the following message: “You have to confirm your email address before continuing.” While this confirmation may seem redundant, it is an important and required security step to ensure that your email address belongs to you.
2. Click on the “Confirm my email address” link in that yellow box.
3. On the “Confirm your email address” page, fill in your email and click the “Resend confirmation instructions” button.
4. If we have a record of your email address in our system:
   + You will be returned to the login page where you will see the following message: “If your email address exists in our database, we’ll send you confirmation instructions. This could take a few minutes.”
   + You will receive an email with instructions about how to confirm your email address.
   + Note that, for security reasons, we won’t disclose if your email is NOT in our system, but if it isn't you won’t receive a confirmation email. If you donated via Give Lively technology, verify the email address associated with that payment.
5. If you do not receive an email and you are certain that you are using the correct email address, click the “Didn’t receive confirmation instructions” link at the bottom of the login page to try again. Also check your junk and spam email, just in case.
6. If you still do not receive an email, contact our customer support team.
7. When you receive the email, follow the instructions to confirm your email address.
8. Log in to the User Portal.

How to log in to the User Portal if you forgot your password

If you don't have your password, there are two login options. You can either reset your password by clicking the “Forgot your password?” link or you can log in using the “Password-Free Login” tool.

Password-Free Login

To log in to the User Portal or Nonprofit Admin Portal without a password, utilize the “Password-Free Login” tool. (Your account must already have been created and your email address confirmed.)

1. Under the “Password-Free Login” title, submit the email address associated with your account and click “Send Me a Code”.
2. On the next “Check your email!” page, you’ll find a place to enter the login code.
3. Check your email inbox for an email titled “Your Give Lively Login Code”. If it is not in your inbox, check your spam, junk, promotions or other folders/tabs. Keep in mind that the one-time code expires 30 minutes after the email arrives in your inbox. On the “Check your email!” webpage, you can resend the email if you did not use the one-time code within the 30-minute time limit.
4. Enter your code and click the “Log in” button. Alternatively, click “Input code automatically” in the email to autofill your login code in a new webpage.

How to view and edit account details

View the name and email address associated with a user account

1. Log in to the User Portal. 
2. Select "General Information" in the left-hand navigation. 
   

Change the name or email address

1. Edit the name or email address directly in the appropriate field.
2. Enter the password. 
3. Click the "Save" button.
4. If you are changing your name, then “Your account has been updated successfully” will appear in green at the top of the page when the edits have been recorded.
5. If you are changing your email address, then an email will be sent to the new email address requesting confirmation of the change. Once the link in this email has been confirmed, the new email address must be used to log in. As a measure of security, an email alert is sent to the old email address advising of this change.
   

Change the local timezone

1. Choose the desired timezone from the dropdown menu.
2. Enter the password. 
3. Click the "Save" button.
4. “Your account has been updated successfully” will appear in green at the top of the page when the edits have been recorded.

Change the password

1. On the User Portal login page, select "Forgot your password?"
2. On the next screen, enter your login email address and select the "Send Password Reset Email" button.
3. When you receive the email, follow the instructions to reset your password.

How to connect to Peer-to-Peer Fundraising and Team Fundraising pages

The User Portal has direct links to a user’s Peer-to-Peer Fundraising and Team Fundraising pages. This allows for easy cross-connection by Give Lively members who use the same login email address for the User Portal and their fundraising pages.

1. Log in to the User Portal.
2. Click on the “Fundraising Pages” tab in the left-hand navigation bar.