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
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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.
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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
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Login:
- Now sign in with the details you entered previously
- Check your phone messages for a 6-digit code
Create Your Organization
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After logging in, you will be directed to create an organization.
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After entering all requested information, you will be prompted to connect your Nonprofit's bank account. Givefront uses plaid to securely connect your account.

- Click continue as guest and then search for your financial institution:

- Continue to login and make sure to select all of your relevant checking and savings accounts:

- Then continue through the plaid workflow and exit.
- 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
- Invite Team members
- Issue Your First Cards
- Create Budgets
- Create Spend Policies
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