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Frequently asked questions

Scroll down to see answers to things we get asked a lot. If you're looking for something specific, enter or choose a keyword below.

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What is a gifting profile?

For easier gifting, family and friends can create a gifting profile to save their banking information  and have their own personal dashboard with easy access to review their gifting history and receipts. Creating a gifting profile Go to the unique gifting page and click on “Make a... Read more

Can I make regular repeat contributions?

Anyone who sends a gift can set up recurring contributions—for birthdays, holidays, or just because—and save their information in a convenient gifting profile to streamline future gifting. How to set up recurring gifts: Sign in to your gifting profile Select the recipient you would like to send a... Read more

What text alerts do I get and how do I update my preferences?

Text notifications (also called “SMS” notifications) help protect your account security and keep you aware of important changes. By default, you’ll receive a text notification if: A withdrawal of $1,000 or more is made A new payee is added to your account A new bank account is linked to your... Read more