Giving Setup

Giving Setup is how your main organization connects online giving, confirms settlement details, and points gifts at the right accounts. Checkout stays off until that setup is complete.

A finished setup can unlock donation pages, eligible event tickets, and eligible inventory card sales. Each of those still has its own checks. Video Blast is open. Open Fundraising, then Video Blast, to record or upload a short story and publish a giving page.

Who Completes Setup

A director for the main organization completes Giving Setup. Funds under that organization share that payment readiness. They keep their own donation and fund attribution. A fund cannot create a separate payment setup.

How Readiness Works

Giving Setup records organization-level readiness. It does not turn on every checkout by itself. Each page still checks permissions, eligibility, and gift accounts before a supporter can pay.

Event checkout also needs an eligible organization, an event that does not collect sales tax, tickets that are available, and ticket revenue pointed at the right accounts.

Gift accounts

Giving Setup does not create accounts or overwrite your history. The required gift accounts must already be set for that transaction type. If they are missing, AlignMint names what is missing and stops before a charge.

What to Do Next

After setup is complete, use Donation Pages, Registration & Check-in, or inventory checkout. Check the payment profile and checkout for the methods, rates, and options shown for your organization. See Payment Processing for the lifecycle and Donation Settlement for read-only payout matching.