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Frequently asked
Account & Login
Download Giving Toolbox from the App Store and tap Get Started. Enter your organization name, EIN, and fiscal year end. Your account is created in under 3 minutes, and no credit card is required.
On the login screen, tap Forgot Password and enter your email address. A reset link arrives within a few minutes. Check your spam folder if you don't see it.
Yes. Sign in with your email and password on any iPhone or iPad. Your data syncs automatically.
Staff accounts are a Premium feature. On Premium, go to Settings, then Staff & Join Codes, then Create Join Code, and share the code with your staff member to enter on their device. The Free tier is a single owner account and cannot add staff.
Billing & Subscription
Yes. Expense tracking, one active grant, mileage, and up to 50 contacts are free forever. No credit card required. No trial that expires. The Free tier includes 100 AI receipt scans per month and is a single owner account with no staff seats.
All six fundraising modules (Events, Auction, Crowdfunding, Peer-to-Peer, Paddle Raise, and Raffle), unlimited staff accounts, unlimited grants and contacts, unlimited AI receipt scans, AI features, PDF and CSV export, and priority support, at $34.99 per month or $279.99 per year. TeeFast Golf is a separate add-on.
Go to Settings, then Subscription, then Upgrade to Premium. Payment is processed through the App Store.
No. TeeFast Golf is a separate add-on at $99.99 per tournament or $149.99 per year for unlimited tournaments. It works on both Free and Premium tiers.
Payments & Stripe
Go to Settings, then Payments, then Connect Stripe, and follow Stripe's onboarding. Once connected, you can accept card payments in person and through your public donation page.
Yes. Giving Toolbox charges a platform fee on payments collected through the app: 1.5% on the Free tier and 0.5% on Premium. Stripe's standard processing fee of 2.9% + 30¢ applies on top of that. Donors can choose to cover both fees at checkout, so your organization keeps the full intended gift.
Directly to your Stripe account. Giving Toolbox never holds or touches your money.
Yes. Record cash and check payments in the app alongside card payments. Full payment history is maintained for your records.
Expense Tracking
Tap Scan Receipt on the home screen and point your camera at a receipt. AI extracts the amount, vendor, date, and category automatically. Review and submit, and the whole process takes under 10 seconds. The Free tier includes 100 scans per month, and Premium is unlimited.
The app maps expenses to the standard IRS 990 functional expense categories: Program, Management & General, and Fundraising. You can tag any expense to a specific grant or program as well.
Staff submit an expense and mark it as a reimbursement request. Admins review, approve, and mark it paid. The staff member can check the status of any pending request from their device.
Yes, on Premium. Go to Reports, then Expense Export, and choose PDF or CSV. The export includes a 990 functional summary page formatted for your bookkeeper. The Free tier includes the grant report PDF.
Grant Management
Unlimited on Premium. One active grant on the free tier.
Yes. When submitting or editing an expense, tap Link to Grant and select the grant. The grant's running balance updates automatically.
A banner appears on your dashboard 30 days before a reporting deadline. Tap the grant to mark the interim or final report as submitted.