Introduction

Evergiving is a comprehensive platform designed to revolutionize regular giving fundraising. Its mission is to empower fundraisers by providing an all-in-one solution that boosts donor engagement and enhances donation management. With features like real-time donation tracking, donor CRM, and seamless payment processing, Evergiving simplifies the fundraising process. By integrating IdentityCheck with Evergiving, you can streamline ID verification, ensuring a secure and efficient donor onboarding experience.

Why Connect IdentityCheck to Evergiving

Integrating IdentityCheck with Evergiving introduces robust ID verification, ensuring that each donor’s identity is verified swiftly and accurately. This integration minimizes fraud risk, providing peace of mind and compliance with regulations. Furthermore, the automated KYC check saves time allowing fundraisers to focus on their essential work. A relevant example is Guardian Tax Solutions, which cut onboarding time by 90% with IdentityCheck, showcasing the efficiency gains you can expect.

Setting Up the Integration

1. Log in to your Evergiving and IdentityCheck accounts.
2. Navigate to the ‘Integrations’ section in Evergiving.
3. Select ‘IdentityCheck’ from the list of available integrations.
4. Authorize the connection by inputting your IdentityCheck API credentials.
5. Configure your identity verification rules according to your needs.
6. Save the settings and perform a test run to ensure functionality.

How It Works in Evergiving

Once integrated, any new donor registration in Evergiving will automatically trigger an identity check via IdentityCheck. For example, when a donor signs up, their information is sent to IdentityCheck for verification. If verified, the donor is instantly approved in Evergiving, reducing the manual workload and accelerating the donor onboarding process.

Frequently Asked Questions

Where is donor data stored?

Donor data is securely stored in compliance with data protection regulations on Evergiving’s servers.

Can I customize the verification process?

Yes, you can tailor the KYC check requirements to match your compliance needs within the IdentityCheck integration settings.

What happens if a check is incomplete?

Incomplete checks trigger a notification for manual review, allowing you to take appropriate next steps with the donor.

Final Thoughts

Integrating IdentityCheck with Evergiving not only enhances security through precise ID verification but also streamlines the onboarding of donors, enabling fundraisers to operate more effectively. This seamless connection ensures compliance and boosts operational efficiency, making it an invaluable addition to your fundraising toolkit.