Givebacks Help and Instructions

We’re Here to Help You Succeed

At Givebacks, your success is our mission. Whether you’re part of a region, council, or local unit, our Customer Success Team is all about making sure you have the tools, training, and support you need to reach your goals.

Training and workshops – Regions, districts, and councils can book personalized training sessions or workshops for your team by contacting Valerie Licata at valerie.licata@givebacks.com.

1:1 support – Local units can schedule personalized sessions to learn how to get the most out of the platform, master using powerful features, and boost fundraising results. Click here to schedule.

Technical assistance – Need troubleshooting or help with technical questions? Drop our Support Team a line at support@givebacks.com or use the 'Ask Baxter' tool in Givebacks.

We make it easy for you to focus on what matters most — growing your impact and supporting your community.

 


New to Givebacks? Start Here

https://info.givebacks.com/pta

Visit support.givebacks.com for help articles. 

 

Save this login link as a bookmark for quicker access to the dashboard: https://npo.givebacks.com/users/

Givebacks Updates/Release Notes


Quick Givebacks How-To Videos 

How to login to Givebacks for the first time

Customizing the subdomain of your Givebacks site

Updating Officers

Entering State compliance Submission and archiving a rejected submission

Setting up your memberships to sell in the store

Entering Cash/check paid members manually

Importing Memberships paid by cash/check

Voiding or Editing a Membership

Printing/Emailing Membership Cards

Remitting your state dues in Givebacks

Setting up your Stripe Account

Selling Other Products in your Store

 


Setting up Your Givebacks Site 

Access your Givebacks Site

Overview of your Givebacks Site

Givebacks ToolKit for promoting your PTA

Three steps to get started in your Givebacks store

How to send a newsletter

 

Signing up for Payment Processing

Setting up Stripe 

Stripe Support Page

Why does Stripe need my Social Security Number and EIN?

Online Store 2.0

How to Change the Owner of Your Stripe Account 

 

Members and Contacts

Member Import Tool (exact template format must be used)

Enter PTA Members (Cash/Check payment)

How to Remit Dues 

Import Contacts (does not add as members)

Manage Contacts

 

Officers and Compliance

Adding Officers 

End of School: Prepare Your Site for the Next School Year

 

Compliance Documents >> Givebacks - Enter State Submissions Instructions

Enter State Submissions Quick Video (Council/Region Instructions starts at 6 min mark)

COMPLIANCE DOCUMENTS ARE UPLOADED IN THE SCHOOL (PTA) YEAR SUBMITTED (NOT WHEN FORMS COMPLETED)

*This is a Givebacks report date configuration, not UtahPTA* 

SEE DATES DUE FOR EOY/BOY DOCUMENTS IN COMPLIANCE SUBMISSION LIST (Financial Timeline)

 

Upload Documents is for storage only and does not allow the correct submission for review by Council/Region.

 

New PTA Year Starts JULY 1st - Upload Compliance Docs & Make sure Memberships are LIVE in the store to purchase for New Year. 
Page Details
Tags: 
President
President-Elect
Secretary
Treasurer