How to Add a Recipient and Receive Funds on GiveSendGo

How to Add a Recipient and Receive Funds

To receive funds raised from your GiveSendGo campaign, you need to add a recipient. This recipient will be prompted to verify their identity and provide their bank details.


Once your recipient is added and verified, you’ll be able to request payouts as funds become available. If you’re curious how payouts work or when funds are released, check out our article How to Request a Payout.

Steps to Add a Recipient

Before you can add a recipient, your campaign must be published. If this is the first campaign you’ve created, you’ll also need to verify your email address before publishing.

Once your campaign is published, a green Add Recipient button will appear on the campaign preview card in your User Dashboard. Click this button to begin adding a recipient.

If you don’t see the Add Recipient button, double-check that your campaign is published and that your email address has been verified.

Completing Your Recipient Setup

Are you the campaign owner adding yourself as the recipient?

If so, click the Add Recipient button and complete the Recipient Details form, where you’ll enter your information and connect your bank.

Did the campaign owner add you as the recipient?

Once you’ve formally joined the campaign as recipient:

  • Go to your My Campaigns page

  • Find the campaign preview card

  • Click the green Connect to Payment Solution button

  • Enter your information and connect your bank.

Alternatively, you can click Campaign Dashboard then open the Recipient Details section.

Recipient Types and Requirements

You can add either an individual or a business as a recipient for your campaign. Here are the different recipient types and their requirements:

Individual (Self)

If you're adding yourself as the recipient, you'll need to provide your identity and bank details for verification.

Individual (Someone Else)

If you're adding someone else, just enter their name and email. We'll email them an invitation and instructions on how to join the campaign as recipient, verify their identity, and connect their bank account.

Business/Organization

For businesses or organizations, you will need to enter:

  • The business name

  • Employer Identification Number (EIN), if applicable

  • The details of the legal representative

The legal representative will receive an email with instructions on how to provide their banking details. If you’re the legal representative, the email will guide you through the process.

Alert
Legal representatives must be authorized to represent businesses and comply with financial regulations to ensure secure transactions.

What Happens Next: Verification Requirements

All recipients on GiveSendGo must complete identity verification, which is required to meet financial regulations. To successfully verify a recipient's identity, they must be 18 years of age or older and have:

  • A bank account based in the same country as the campaign
  • A government-issued photo ID that includes their date of birth
  • A phone number
  • A residential address (PO Boxes are not accepted)
  • A valid tax ID
InfoHeads up: This process typically takes up to 48 hours. Additional documentation may be requested in some cases. Once verification is complete, the Recipient Details section of your campaign dashboard will become Payouts. This is where you'll manage transfers, see completed payouts, and more. Learn more about payouts in our article Accessing Payouts and Managing Your Funds.


Want a quick walk through? Watch this video to see how easy it is to add a recipient to your GiveSendGo campaign:



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