Givebacks Help and Instructions

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 Workshops

 

UtahPTA Givebacks Contactgivebacks@utahpta.org  

Please include your unit name, region, officer position, and phone # when emailing.

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. 
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Givebacks