Frequently Asked Questions

Donors

Any registered 501(c)3 organization with a bank account in the United States can receive donations via RoundUp App, including “fiscally sponsored” groups.

If you don’t see your favorite nonprofit on our organization list, send us an email at support@roundupapp.com with the name of the organization.

Yes, RoundUp App donations follow the same tax code as other types of donations. Nonprofits will provide tax receipts yearly to all RoundUp App donors.
A giving goal is the amount donors would like to target to give their nonprofit of choice every month. If they don’t meet the goal through rounding up their purchases, we will donate the goal amount to be sure they meet their monthly giving target amount.
Yes! Both credit and debit cards can be used as the funding source for monthly donations.
Yes. If accounts on those platforms are linked to a bank account, we will RoundUp payments made on them too!

Yes and no. RoundUp App requires a funding source from donors (usually a credit or debit card) and a bank account to “RoundUp” transactions. The bank integration provides us with “read-only” access to your account that allows us to calculate the RoundUps.

If you want to skip the “RoundUp” part and donate to your nonprofit monthly, you can set your minimum donation amount and we will simply donate that amount monthly.

RoundUp App works with most bank accounts. If you can’t find a bank’s information while setting up an ccount, please email us at support@roundupapp.com or use our chat support and we will try to help.

Donations happen on the last day of the month. The app keeps track of your change throughout the month. At the end of each month, the app will donate your accumulated change (or it will donate the monthly maximum that you set, if it is less than your accumulated change) to the nonprofit that you chose.

You will see a new line on your card statement for this donation with the name of the organization you gave to. For example, if your change totaled $21.48 for a given month, and you were donating to ABC Charity, you would see a new line on your statement that says “ABC Charity: $21.48”.

Donors will see one item on monthly statements with the name of the nonprofit they are supporting.

No. All transactions from linked accounts will be rounded up toward a monthly donation total and there’s no need to have the app open or select particular transactions in any way.

On the homepage of the app, donors can view their current RoundUps and can always see how much they will donate at the end of the month.

Yes! Donors can choose to make a one-time gift of $1, $5, $10, $25 or a custom amount. One-time donations can be found on the home screen of the app.

Yes, donors can change their nonprofit designation in their account “settings.”

The only exception is donors who join RoundUp App via a custom subdomain owned by a nonprofit. In those cases, the donor has to cancel their account and start a new one to change their nonprofit designation.

Our standard platform facilitates giving to one organization per month, but RoundUp App also offers “Cause Funds” to allow donors to select a group of organizations focusing on a particular mission/cause and make one donation that will be split evenly and distributed to each of the organizations in the fund.
Yes, donations processed through RoundUp App are completely secure. We use Stripe as our payment processor. Only Stripe has access to your credit or debit card number. Card numbers are not saved on the app, shared with the RoundUp App team, or shared with nonprofits.
No. Donor information is never shared with third-parties and will never be stored or sold to any outside agencies. Donor name, email address, and phone numbers are only shared with the nonprofit donors support.

Nonprofits

No. There are no setup costs or fees. It’s free for nonprofits to join our platform and setup a profile.

Your organization will see one deposit from Stripe.

Donations are processed once per month, at the end of the month and will be deposited directly into your Stripe account. This deposit will typically appear between the 1st and the 5th of the month.

We find this issue is often due to the way your Stripe account is set-up. Please log in to your Stripe account and go to Settings > Payout settings.

You can choose weekly, daily, monthly, or a manual timeframe.

If you do not have a Stripe account, your organization’s donations will be sent to our Donor Advised Fund (DAF), Givinga, and they will make a grant in that amount for your organization to receive as a check in the mail.

Anyone who will need information about a nonprofit organization’s RoundUp App program should be added as an admin on the account, including anyone who needs access to the donor information and the amount of donations received.

There is no limit to the number of admins you can have on an account. We would suggest adding at least 2-3 admins so there will be no disruption in access if roles change at your organization.

No, RoundUp App doesn’t need any personal information, but we use Stripe as our third-party credit card processing company, so if you are creating a Stripe account while you are creating a RoundUp App account, you will see their process requires some personal information collection.

RoundUp App will not have access to any information collected by Stripe. Stripe’s privacy policy can be viewed here.

RoundUp App provides a “Brand Profile” page for every nonprofit. The profile page contains background information about each organization, including the location, description, impact statements, keywords, etc.

This is the information donors will see when they use RoundUp App, and will help donors search for your nonprofit. Nonprofits can visit their admin page to edit their profile.

Your logo should be 1:1 ratio and we ask for 250×250 pixels. Cover image should be 2:1 ratio and we ask for 1,000×500 pixels.

Yes, all RoundUp App admins will have access to their donor database. Donor information will include name, email address, and phone number plus donation amount for tax purposes.

The nonprofit admin portal donor database can be exported via .csv file so it can be imported into your organization’s CRM.

In the General Reports section on the Nonprofit Portal you can see:

  • Forecasted Donations
  • New Donors
  • Monthly Report
  • Yearly Report

Yes, we would love to help you create the best RoundUp program possible. Your admin portal has sample marketing materials you can use and adapt.

If you need technical help, please use our chat functionality or send us an email at support@roundupapp.com.

If you would like to talk about your strategy, you can set-up a meeting with a Success Manager to help you brainstorm and talk about best practices.

E-Commerce

This is a free plugin to you with no fees attached!
At this time, we are only able to integrate with United States based companies and nonprofits.
At this time, we only integrate with BigCommerce, WooCommerce and Drupal. Check back soon for more integrations!
Setup typically takes only 5-10 minutes.
Yes! You can switch nonprofits at any time.
During the signup process, you will link your banking information. On the last day of the month, we will withdraw the donated funds and send them to the nonprofit accordingly.
You should designate an ACH-eligible account from which to pay your donations. Ideally, this would be the same bank account attached to your checkout. The funds will be dispersed automatically at the end of each month.

Donations will appear as ACH’s to your chosen nonprofit once a month.

If you choose to match your roundups, a second ACH will appear on your account for your match.

Example:
Consumers give $1,000 in RoundUp donations and you match $500. You will
see 2 ACH transactions at the end of the month out of your account and you will receive
a tax receipt for your match, $500.

Only your matched donations are tax deductible. You will not book the donated funds as revenue (to avoid a tax liability) so you cannot take a deduction.
You shouldn’t show donations on your P/L. Consumer-donated funds should be booked as a non-revenue, payable, item on your balance sheet. This will prevent you from realizing a tax liability for the incremental revenue. You can’t take a tax deduction from these funds.

Our software “listens” for refunds automatically and will apply the donation credit to the account when it occurs. This appears as a “negative donation” in your reporting.

When refunds happen, you must remove the associated funds from the payable account back into your operations account as it is no longer a donation for your designated nonprofit.

We do have plans to expand to cover international nonprofits, but the current configuration of RoundUp App requires that nonprofits/charities be approved by the IRS as 501(c)3 organizations; it also is not currently set up to support international banks for the most part. We have internationally-based charities who have a US partner with 501(c)3 status, which they use as their way onto our platform.

We do not provide a publicly available list of our participating merchants.

General

RoundUp App is headquartered in Austin, Texas.
Yes! Anyone can read our user agreement, platform agreement and privacy policy before signing up to use RoundUp App.

We take a small monthly processing fee for handling donations. The fees are removed before the donations are distributed to the nonprofits. Our fees are on a slide scale, depending on the number of donors to each particular nonprofit (the more donors a nonprofit has, the lower our fees).

Processing fee scale:

  • 15% for nonprofits with fewer than 10 donors
  • 12% for nonprofits with between 10 and 250 donors
  • Custom pricing for nonprofits wth more than 250 donors
No, our list of participating nonprofits is not publicly available.