Organizations 3 min read

Setting up your payment details

Setting up payment details is one of the first things your organization needs to do to start receiving donations through HopeGives. It only takes a few minutes, and once it's connected, funds from your campaigns flow straight into your organization's account.

Where to Find Payment Settings

Payment setup lives inside your organization's dashboard, right alongside your other core settings. Here's exactly how to get there:

  1. Go to Your Dashboard — Log in to HopeGives and head to your dashboard homepage
  2. Open Your Organization — Under the "Your Organizations" section, click on your organization
  3. Click General Settings — Select "General Settings" from the left-hand menu
  4. Choose a Payment Option — Pick the payment processor you'd like to connect
  5. Complete Onboarding — Follow the prompts from the processor to finish connecting your account

What You'll Need

Before you start onboarding, it helps to have your organization's banking and legal details on hand. Processors will typically ask for information to verify your organization, so having this ready keeps the setup moving without interruption.

Can I Change Processors Later?

Yes. You can return to General Settings at any time to update or reconnect your payment option. Only users with admin-level access to your organization can view and update payment settings.

What If Onboarding Doesn't Finish?

No problem — if you're interrupted partway through, just head back to General Settings and pick up right where you left off.

Need a hand? Our support team is happy to walk you through payment setup or answer any questions along the way.