Givefront

New Organization Setup

To setup a new organization, you will need the following:

  • A US phone number (used for two-factor authentication)
  • Social Security Number (for verification purposes only, no personal credit check is performed)
  • Employer Identification Number (EIN)
  • Login info for your Nonprofit's primary checking account

Create An Account

  1. Visit the Givefront Website: Navigate to app.givefront.com/sign-up and enter the relevant information, note that your phone number will be used for two-factor authentication.

  2. Verify Your Email:

    • Check your inbox for a verification email from Givefront
    • Click the verification link in the email (valid for 24 hours)
    • If you don't receive the email, check your spam folder
  3. Login:

    • Now sign in with the details you entered previously
    • Check your phone messages for a 6-digit code

Create Your Organization

  1. After logging in, you will be directed to create an organization.

  2. After entering all requested information, you will be prompted to connect your Nonprofit's bank account. Givefront uses plaid to securely connect your account.

Plaid Navigation 1
  • Click continue as guest and then search for your financial institution:
Plaid Navigation 2
  • Continue to login and make sure to select all of your relevant checking and savings accounts:
Plaid Navigation 3
  • Then continue through the plaid workflow and exit.
  1. After completing the onboarding, Givefront will verify your nonprofit status and approve an initial credit limit (typically within 1-2 business days). You will receive an email once your account is approved.

First Steps

  1. Invite Team members
  2. Issue Your First Cards
  3. Create Budgets
  4. Create Spend Policies

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