How-to: Update Your Funding Method

Change your funding method even if your Experience has already started.

RallyUp allows you to change how you receive funds at any time, even if your Experience has already started raising funds. If your Experience is already live, then any funds you receive before switching will be processed by your original funding method, while the funds you receive after switching will be processed by the new one. 

Switch to PayPal or Stripe

  1. Go to Settings in the left menu and select Payment Processing:

  1. Select Connect existing account or Create new account:

  1. When the following confirmation message appears, select Continue:

For further instructions, see this Knowledge Base article: How-to: Set Up Direct Funds

Switch to a Donor Advised Fund (DAF)

The majority of RallyUp users should use Stripe or PayPal for the easiest and most direct way to receive the funds you raise. If your organization can’t set up a Stripe or PayPal account, you can use Pledge or GivingStream to collect and distribute funds on your behalf. DAFs incur additional fees, and there is a waiting period before funds are delivered.

  1.  Go to Settings in the left menu and select Payment Processing:

  1. Scroll down to Alternative options
  2. Select Use Pledge or GivingStream:

For further information and instructions, see this Knowledge Base article: Understand: Donor Advised Funds (DAFs)

 

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