Information for charities

GDPR

• Is there anything we need to do with our charity account?
• If a member changes their contact preferences and decides they no longer want us to be able to contact them how are we informed?
• What consent wording do you use? Which communications channels does it cover?
• Where can I read your GDPR policy?

Compliance Agreement FAQ's for Trading Companies

• At what level should we set the trading payment?
• What is the problem with trading income?
• Is it necessary to add VAT to the trading payment invoice?
• What is a self billing invoice?
• Why do we need a Commercial Participation Agreement (CPA)?

General questions

• I work for a charity, how do I access our account?
• Charity Data

Registration

• How can I register my charity?
• How much does it cost?
• I can’t find my charity on your site – how do I get started with Give as you Live?

Updating your details

• How do I change charity details?
• How do I add a new Administrator for the charity?
• How do I add our charity logo?
• Our charity is re-branding/re-registering – how do we update our details?
• How do I remove a contact within the administration system?
• The person who set up Give as you Live is no longer with the charity, how can I take over the account?

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Payments

• How do charities get paid?
• Where do I find the breakdown of the payment we have received?
• How do I change the bank details that we receive our funds into?
• We’ve been paid, but why isn’t the payment showing in our administration login page?
• Why have we not received money raised?

Marketing

• How can I share Give as you Live with our supporters?
• Do you provide personalised marketing materials for charities?
• Where can I find my marketing resources?
• How do I request marketing materials from you?
• What’s the best way to get started in promoting Give as you Live?
• How can I add information about Give as you Live to the charities website?

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Reports

• How do I access the reports?
• Will I have access to supporter names and email addresses?
• How do I find out how many people have signed up to Give as you Live?
• Which report will show me fundraising pages?