Accept in-person donations with Tap to Donate

Complete these steps once before your first event. After that, open the app and log in to get started.

Check your email for an invitation to join your organization in Fundraise Up. Click Accept invite. You'll land on a settings page in the Fundraise Up Dashboard — your invitation is now accepted. Shortly after, you'll receive a second email with your auto-generated password. You can close the Dashboard and use this password to log in to the app, or change it on that settings page first.

If your organization requires two-factor authentication (2FA), you'll need to set it up before you can proceed. Otherwise, enabling 2FA is optional.

To log in to your Fundraise Up account later, go to dashboard.fundraiseup.com. There you can edit your name and change your email or password.

Install the Fundraise Up app on your smartphone:

Requirements:

• Android: Android: 11 or later, NFC-capable, with Google Play Services installed and screen lock enabled. The device must not be rooted.
• iPhone: iOS 16.4 or later, iPhone XS or newer. A device passcode and Apple ID sign-in are required.
• Internet connection on the device.
• Tap to Donate is not supported on iPads or Android tablets.

Open the app — you'll see a welcome screen. The app will ask for permission to access your location. Allow it — location access is required to process payments. Tap Get started, then log in with the email and password from your invitation.

If the app prompts you to sign in with single sign-on (SSO), follow the prompts instead of using the password from your invitation. If you are not sure what to do, ask your administrator.

Before you start collecting donations, open the app. You'll see the campaigns your administrator has given you access to. A campaign is a fundraising initiative your organization has set up — for example, a general fund, an annual drive, or an event. Ask your administrator which campaign to use if you're not sure.

You can search by campaign name or ID. Tap a campaign to open it.

To refresh the list — for example, if your administrator just granted you access to a new campaign — pull down on the screen.

If you don't see any campaigns, your administrator hasn't given you access yet. Contact them before you start.

You can pin campaigns to the top of your Active campaigns list so they're easy to find at an event. Pins are saved on your device only — they don't carry over to other devices or affect other team members. To pin a campaign, open it and tap the pin icon at the top of the screen. To unpin, tap the same icon again. If you pin more than one campaign, the most recently pinned appears first.

Use the on-screen pad to enter the donation amount.

If the campaign has recurring plans enabled, a frequency selector appears. The supporter can choose to give one-time or set up a recurring donation. Available frequencies depend on the campaign settings and may include: daily, weekly, biweekly, every 4 weeks, monthly, bimonthly, quarterly, semiannually, or annually.

If the campaign has designations, one may be pre-selected. A designation indicates which fund or program the donation goes to — the available options are set by your organization. If the supporter has a preference, tap the designation to choose from the list. When in doubt, leave the pre-selected option as is.

Tap Continue.

Enter the supporter's first name, last name, email address, and phone number. If the supporter chose a recurring frequency, these details are required.

For one-time donations, this step is optional — but let the supporter know that leaving their email means they'll receive access to their Donor Portal, where they can view their giving history and download receipts at any time. If they still prefer not to share, tap Skip to process the donation anonymously.

On the next screen, you'll see the total donation amount and a toggle labeled Cover transaction costs. Ask the supporter if they'd like to cover the transaction cost — if yes, enable the toggle. This adds the cost to their total so your organization receives the full intended amount. Let the supporter decide.

Tap Donate on Android or Tap to Donate on iPhone to proceed to payment.

The app activates the payment terminal. Show the screen to the supporter so they can see the donation amount.

• On Android: ask the supporter to tap the back of the device with their card, phone, or watch.
• On iPhone: ask the supporter to hold their card, phone, or watch near the top of the device.

Hold the device steady until the payment goes through. For some transactions, the supporter's bank may require a PIN — if prompted, the app displays a PIN pad for the supporter to enter it.

If the payment is declined, ask the supporter to try a different card or payment method.

If the internet connection drops during a transaction, the card is not charged. Ask the supporter to tap again once the connection is restored.

A confirmation screen appears when the payment is successful. Supporters receive an email with a link to download their receipt from their Donor Portal. Alternatively, they can scan the QR code on the confirmation screen. The receipt shows the donation amount, payment method, and date. Tap Back to campaign to return to the number pad for the next donation.

If a supporter has questions about the campaign or the donation, tap About on the donation screen. This shows the campaign description.

From the About page, tap Legal info in the top right for answers to common questions — whether the donation is secure, whether it is tax-deductible, and how to cancel a recurring donation. Review it before the event so you can answer questions without leaving the donation flow.

To review the donations you've accepted, open the Donations tab at the bottom of the screen. The app groups them by day, with a total for each day, so you can keep track of how much you've collected.

You see only the donations you accepted — not donations taken by other members of your team.

To find a specific donation, filter the list by date, campaign, or supporter. Clear the filters to return to the full list.

Tap any donation to open its full details, including the amount, supporter, campaign, designation, payment method, and status. From there, you can show the receipt again or update the supporter's contact details. You cannot refund or cancel a completed donation from the app.

Show a receipt again

Sometimes a supporter declines a receipt during the donation and asks for it later. You can show it again at any time.

Open the donation, then tap Show receipt. The app displays a QR code. Ask the supporter to scan it with their phone camera to open their receipt, where they can view and download it.

Update a supporter's contact details

You can correct a supporter's details or add information they skipped during the donation, such as their phone number.

1. Open the donation, then tap Edit personal information.
2. Update the supporter's first name, last name, email, or phone number.
3. Tap Save.