Please note: this information applies to Evite Personal Causes only. For questions related to donations to nonprofit charitable organizations, visit that help site.


Overview

In order to create and raise money for a personal cause, there are a couple of steps: the invitation, gathering the info we need to send out the payments, and finally actually making the payment.


Please note:

  • You'll need a US address
  • You'll also need a US bank account


There are several steps:

  • create the fundraiser on Evite's event setup page
  • set up your Pledgeling account
  • then, either
    • make yourself the "beneficiary" (the person who gets paid) and enter identity and banking info, or
    • select someone else to be the beneficiary, and tell us how to email them


Step 1: On Evite's Invitation Details page


On the right side of the "Enter Details" page, look under "Donation Options." Under "What cause are you supporting," select "Personal"

  • If you want to raise money for a US nonprofit, it's easier to use the "Charity" option instead of "Personal." Your guests may receive a tax deduction (depending on their tax situation), they'll get a tax receipt, and payment goes directly to the nonprofit organization.


You will see several new fields: Category, Fundraiser Name, and Goal. Fill them out and click the "Save" button.

  • The Fundraiser Name will be used in several places, including the invitations, so be sure it makes sense! For instance, the on the invitation it will say "Please donate to" and then whatever you enter here.
  • If you need to change one of those three fields later, come back to this page and click the "edit" button in the "Donation Options" section.


Once the donation section and the invitation are saved, your guests can now donate to your personal cause! BUT … your work is not done! Keep reading …

  • If you made a mistake, you can click the green "edit" or "remove" links. 



Wait for an email from Pledgeling describing what to do next.

  • If it doesn't arrive within a minute or so, search for email for the word "Pledgeling" and include your spam or junk mail folders



Step 2: Pledgeling Account Setup (so funds can be paid out)


The email you receive will have a purple button titled "Create Pledgeling Account" that you must click to go to this next step.

  • If you can't find the email, search for email for the word "Pledgeling" and include your spam or junk mail folders
  • You do NOT have to create this account in order to start the fundraiser, BUT you must do it within 30 days after the event.
  • if you do not create the account, your guests will be refunded for their donations and no other funds will be paid out.


You'll see a page titled "Sign Up for a Pledgeling account." 

  • Fill out the information and click the green "Sign Up" button at the bottom of the form.
    • You can not change the email address -- it is the one you use for your Evite account.


Now you'll see your fundraiser dashboard. It should have a notice about setting up a beneficiary and a button labeled "Set up the beneficiary" (the "beneficiary" is the person that we are sending the funds to):


Click the button!


On the next screen, choose who the funds are going to: someone else, or you.

  • If you select "Someone else," that person is going to have to log in to their own account and provide identity and banking verification. If you don't think they're capable of doing this, pick someone else! Donations will be stopped and may be refunded if the person you select doesn't complete setup in time.





Step 3a: If YOU are the Beneficiary

Note: if you selected "someone else" as the beneficiary, skip this section and go to Step 3b: If SOMEONE ELSE is the Beneficiary.


If you choose "Myself," you'll see a screen titled "Update Personal Information" that asks for your full first and last name, address, date of birth, and last four digits of your SSN. This is required so that our payments processor can comply with several laws and regulations about verifying the identity of people we send funds to. Click the green "Update" button when done.



The next page asks for your bank routing and account number. Click the green "Update" button when done.

  • You can find the routing and account numbers on the bottom of a printed check, or usually on your online statement.
  • the routing number is always nine digits
  • the account number is usually ten digits
  • if there are four numbers at the end of the line, that is usually the check number -- don't put this on the form.



You should now see "Bank account information updated" in a light green bar near the top of the page. Now you'll also see several more tabs above the purple bar that says "$0.00 raised by 0 people." These new tabs include "Payouts," "Personal Information," and "Bank Information." You're ready to get paid!




Step 3b: If SOMEONE ELSE is the Beneficiary


You'll invite the beneficiary. Be sure you're using their correct email address!



Now the beneficiary will receive an email from Pledgeling asking them to set up their Pledgeling account, and they'll have to provide the same identity and banking information that we would have asked you in step 3a above. If you follow up with them, and they don't have the email, they should check their junk or spam folders (search for "Pledgeling").