Introduction to Donately

Donately is a powerful online fundraising platform designed to help nonprofits, churches, and organizations raise money efficiently. By offering seamless donation processing, intuitive donor management tools, and insightful reporting capabilities, Donately simplifies the fundraising process and enhances the donor experience.

Uses for Donately Users for ID Checks

Integrating IdentityCheck with Donately can bring added security and trust to the fundraising process. Here are some potential applications:

• Ensuring donor authenticity to prevent fraudulent donations.
• Verifying the identity of large donors or sponsors.
• Maintaining secure and accurate donor records.
• Adhering to compliance and regulatory requirements for donations.

How to Set Up IdentityCheck with Donately

Follow these steps to set up IdentityCheck with Donately using Zapier:

1. Sign up for a Zapier account if you haven’t already.
2. Log into your Zapier account and navigate to the Zapier Apps section.
3. Locate and select Donately from the list of available apps.
4. Next, search for IdentityCheck and select it.
5. Choose a trigger event from Donately that will initiate the identity verification process, such as a new donation or new donor sign-up.
6. Set IdentityCheck as the action app to perform the ID verification based on the trigger event.
7. Connect your Donately and IdentityCheck accounts by following the on-screen prompts to authenticate each service.
8. Map the necessary fields between Donately and IdentityCheck to ensure the correct data is being passed for ID verification.
9. Test the Zap to confirm that the integration is working correctly.
10. Once confirmed, turn on the Zap to start the automated ID verification process.

How to Use IdentityCheck with Donately

After setting up the integration, here’s how you can use IdentityCheck with Donately:

• Monitor the flow of donations in your Donately dashboard. Whenever a new donation or donor triggers the Zap, IdentityCheck will automatically verify the ID in the background.
• Receive notifications of successful or failed ID checks, allowing you to quickly address any issues that may arise.
• Access detailed logs and reports from IdentityCheck to maintain an audit trail for compliance purposes.
• Use the verified donor information to build trust and transparency with your donor base, enhancing overall engagement and support for your fundraising efforts.

Integrating ID verification with Donately ensures that your fundraising activities remain secure and compliant, providing peace of mind for both your organization and your donors.