Step 1: Logon to MatchMaker FundRaising Software.
Step 2: Under the Tools menu at the top of the screen, select Online Transactions Control Panel.
Step 3: Click the scroll and pen button at the top of the screen to create a new account. Fill out the form.
Step 4: A confirmation email will be sent to you from our partners at Qgiv. Click on the link that is provided to verify your new account.
Step 5: The link will give you access to the tools needed to manage your Online Donations service. You will have the opportunity to test online forms and how your donors will interact with the webpages. You will have 30 days to test the online tools.
Step 6: When you are ready for a live account, set up an internet-enabled merchant account to collect the online donations. Begin this process from the Welcome page.
Step 7: Fill out the application and agree to the terms of service at the bottom of the form to create your merchant application. If you run out of time or need additional information to complete the application, you can return to the webpage at any time, right where you left off.
Step 8: Once the completed application appears, you will be asked to electronically sign the application. Follow the prompts to sign and initial all required fields and then submit the application.
Step 9: You will receive an email and a copy of the application. Print the application to keep in your files.
Step 10: Upload required documents (you also can fax these items):
- Voided check or bank letter
- Recent bank statements
- 501(c)(3): proof of tax-exempt status
- Two recent years of 990s
Step 11: Qgiv will process the application and notify you on receipt. Qgiv will contact you if additional information is needed.
Step 12: While the merchant account is being approved, the Qgiv staff will skin your donation form to match your organization’s website.
Step 13: With the help of the Qgiv staff, configure your online donations page to capture the appropriate donor information.
Step 14: Connect your MatchMaker database to your online donation form, with the download ticket provided by MatchMaker FundRaising Software.
Step 15: Begin to collect online donations!