Introduction

Welcome to the seamless blend of fundraising efficiency and robust verification with GivePanel and IdentityCheck. GivePanel, as showcased on their homepage, empowers organizations by unlocking social fundraising with a mission to increase contact data acquisition and facilitate CRM imports. IdentityCheck enhances this platform by offering a streamlined ID verification solution that bolsters compliance and eases the onboarding process, making fundraising efforts more secure and effective.

Why Connect IdentityCheck to GivePanel

Integrating IdentityCheck into GivePanel amplifies your fundraising capabilities by ensuring thorough and rapid ID verification. First, it secures donor data, maintaining trust and compliance in every transaction. Second, it significantly reduces the time and costs associated with manual checks, allowing your team to focus on strategic growth. Lastly, an existing case study exemplifies how Guardian Tax Solutions cut onboarding time by 90% with IdentityCheck, highlighting its efficiency and cost-saving benefits.

Setting Up the Integration

1. Log in to your GivePanel account.
2. Navigate to the “Integrations” section.
3. Select IdentityCheck from the list of available integrations.
4. Follow the prompts to authenticate and authorize the connection.
5. Configure settings to match your verification needs.
6. Test the integration to ensure smooth operation.

How It Works in GivePanel

Once integrated, initiate identity checks seamlessly from within GivePanel. For instance, when acquiring new donor contacts, IdentityCheck automatically triggers a KYC check to verify identity, updating their status within your CRM. This ensures that all data imported is both accurate and verified, reducing risks and enhancing trust.

Frequently Asked Questions

• How is my data stored? All verified data is securely encrypted and stored under stringent compliance standards.
• Can I customize the verification flow? Yes, IdentityCheck allows you to customize processes to fit specific verification needs.
• What if a check is incomplete? Incomplete verifications are flagged for review, and follow-up actions can be configured within GivePanel settings.

Final Thoughts

By integrating IdentityCheck with GivePanel, you leverage enhanced security and operational efficiency in your social fundraising efforts. This integration ensures that donor interactions and data are always secure, verified, and ready for strategic planning.