Joint Donors

Many donors prefer to receive a single, consolidated statement that includes contributions from another household member. Once donors are linked in Planning Center Giving, there’s an additional step to sync these donors within GivFlow.

How to Import Joint Donors in GivFlow:

Navigate to Settings on the left side of your GivFlow dashboard.
Select Joint Donors from the menu.
Click the "+" in the top right corner or "Import/Update Joint Donor" button.
Download the Planning Center profile provided.
Once the download is complete, upload the file back into GivFlow.
Sit back and relax as GivFlow processes the information to link or unlink donors.

For a detailed walkthrough, watch the video below to see how the process works.