Qgiv
By Bloomerang
The typical implementation process for Qgiv software:
Account Access: Receive an email invitation to set up a password and log in to the Qgiv dashboard.
Organization Information: Enter basic details about the organization, such as legal name, address, and primary contact for verification.
Bank Information Submission: Provide checking account details for deposit and billing purposes, including routing and account numbers, and contact information at the bank.
Signer Contact and Verification: Supply contact details for the financial signer (someone with authority over the organization’s finances).
Terms & Fee Review: Carefully review the ACH Debit Authorization and platform fee schedule, then download for records.
Agreement Signature: Sign the automatically generated agreement with the provided signer information.
Upload Documents: Upload needed nonprofit verification documents (may vary) to confirm legitimacy and enable payment processing.
Financial Verification and Underwriting: Qgiv reviews documents and verifies financials—average turnaround is 5-7 business days
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Demo Mode & Testing: While awaiting approval, organizations access demo mode to configure donation form settings and run test transactions.
Qgiv can be customized to fit specific business and nonprofit needs, offering flexibility across its fundraising solutions.
Qgiv allows organizations to create a branded and personalized giving experience for donors, including custom donation forms, event pages, and auction sites.
Visual elements, such as logos, colors, and messaging, can be tailored to match specific organizational branding.
The platform supports different fundraising types—donations, events, peer-to-peer, and auctions—allowing users to choose and combine features that fit their unique fundraising strategies.
Add-ons and optional modules (like text-to-give or recurring donations) enable further customization depending on campaign needs.
Administrators can customize user access levels for staff and volunteers, ensuring appropriate permissions and workflow management.
Qgiv integrates with various CRM and nonprofit platforms (e.g., Bloomerang, Salesforce, Blackbaud), allowing organizations to sync data and optimize donor management according to their existing processes.
The platform supports custom integrations via API, enabling further adaptation to business software stacks.
Organizations can set up custom event registration forms, ticketing types, sponsorships, and auction item listings to match event-specific requirements.
Seat assignments, bidder management, and auction settings are adjustable to handle both virtual and live fundraising events.
The system provides customizable automated email receipts and donor communications, letting organizations personalize messaging for different audiences and campaign stages.
Users can configure reporting dashboards and export data in formats that fit their organization’s operational needs for analysis and compliance.
Qgiv offers training and support to new users, with multiple hands-on and self-service resources available throughout onboarding and platform use.
Each new client is assigned a dedicated Customer Onboarding Specialist who provides personalized guidance, initial platform training, and hands-on product setup help.
The onboarding process emphasizes a smooth transition from sales to support; specialists assist with the application flow, document validation, and implementation tasks.
There is a strong focus on training not just for administrators, but also for staff and volunteers, with unlimited access to training sessions included at no extra cost.
Qgiv provides free, unlimited support via phone, email, and chat for all users, available Monday to Friday, 9am–8pm ET.
Support interactions are handled by real people (not automated menus), offering prompt, thorough responses to questions and troubleshooting needs.
Users can access a searchable Help Desk with hundreds of self-help resources, guides, and FAQs for rapid problem-solving.
The platform offers live webinars, eBooks, newsletters, and an online user community to enable peer-to-peer advice and knowledge-sharing.
All clients are encouraged to connect with the Qgiv User Community for peer support and best practice exchange.
Qgiv implements robust security measures to protect user and donor data, including strict regulatory compliance, technical controls, and fraud prevention mechanisms.
Qgiv is Level 1 PCI DSS compliant, meeting the highest standards for payment card data security in the industry.
Compliance is maintained via annual external audits and quarterly network scans, ensuring continuous adherence to all relevant requirements.
All data transmission is encrypted using SSL (Secure Sockets Layer), protecting information as it moves between users, donors, and Qgiv’s systems.
Sensitive data is stored on secure servers in data centers with strict limited-access protocols and advanced firewall protection.
Access to physical data centers is tightly controlled, with only designated employees able to manage the systems.
Qgiv employs automated IP blacklisting to block sources of fraudulent transactions, helping prevent card testing and other forms of payment fraud without affecting legitimate donors.
CAPTCHA and other validation methods are auto-enabled to deter automated abuse.
Qgiv continuously monitors for suspicious activity and acts swiftly to block potential threats, ensuring secure transactions for organizations and donors.
Qgiv’s privacy policy guarantees all personal data is managed according to stringent legal and industry requirements, including rights for data access, portability, and deletion under regulations like the CCPA.
Personally identifiable information collected is encrypted and only shared internally or with verified partners as necessary, ensuring responsible stewardship of data and compliance with privacy laws.
Qgiv releases system updates biweekly, and these updates are clearly managed and communicated through dedicated release notes within the platform, ensuring transparency and accessibility for all users.
Qgiv’s system is updated every two weeks (biweekly), maintaining a regular schedule for new features, improvements, bug fixes, and security patches.
Release notes for each update are published in the Help Desk, where users can view detailed records of what has changed or been improved.
Users can access these notes by hovering over their account name in the upper right corner of the Qgiv dashboard and clicking the “System Updates” link, which leads to the release notes archive.
Updates are rolled out automatically to all clients, requiring no manual installations and minimizing disruption to nonprofit operations.
Qgiv communicates major changes and enhancements through its blog, webinars, and support channels, supporting user awareness and adoption.
Qgiv’s policy ensures that organizations have full access to their data, with strong mechanisms for both data ownership and portability.
Organizations using Qgiv retain ownership and full control over their fundraising and donor data.
Qgiv does not claim ownership of the organization’s donor data or transaction records; organizations are responsible for compiling and retaining these records for compliance and internal use.
Qgiv only stores and processes data as necessary for service delivery, legal compliance, and to enable platform features.
Users can request access to all personal information and donor data Qgiv has collected, exercising their rights under privacy laws such as the CCPA.
Qgiv provides clear mechanisms to export donor, event, and transaction information into external tools such as CRMs and email service providers, supporting seamless integration and easy data portability.
Administrators can run custom reports and download all relevant data for backup, migration, or compliance purposes.
Organizations (and individuals) can request deletion of their data, subject to necessary legal/compliance exceptions.
Qgiv offers scalable pricing and features, allowing organizations to easily upgrade or downgrade plans and modules as needs change, without long-term commitments or penalties.
Qgiv provides several pricing tiers—Start, Grow, Peer to Peer Fundraising, and Impact—each tailored to different fundraising volumes and feature requirements.
Organizations can move between plans at any time, enabling seamless scaling based on campaign size, donor reach, or required functionality, such as activating peer-to-peer modules for specific fundraising periods.
There is no contract lock-in; scaling up for larger events or down to basic modules is possible without penalty.
The platform allows modules (e.g., auctions, peer-to-peer, event management) to be toggled on or off, providing cost efficiency and targeted capabilities as organizational priorities shift.
Specialized giving forms and integrations can be added or removed depending on evolving programs and event needs, further supporting flexibility.
Monthly plans and transaction-based fees mean costs reflect actual usage and active campaigns, with options to optimize both pricing and features dynamically.
Qgiv’s terms for contract renewal and cancellation are designed for flexibility, allowing organizations to manage subscriptions without long-term commitments and with straightforward cancellation procedures.
Qgiv generally operates on a monthly subscription model, with no requirement for annual contracts or long-term commitments.
Service will continue as long as payments are made and the agreement terms are met; there is no mandatory renewal period unless explicitly agreed.
Contract renewal often occurs automatically unless the organization provides notice of termination before the next billing cycle.
Qgiv notifies users of any changes to terms and conditions electronically (e.g., email or newsletters), with updated terms applying unless the account is cancelled per stated procedures.
Users can cancel at any time via an online option (when available) or by contacting Qgiv support via phone or email.
Cancellations must be initiated before the next billing cycle to avoid being charged for the upcoming period.
Written notification or confirmation may be required for official cancellation; Qgiv then stops services and billing as per the termination request.
Qgiv’s software meets several industry-recognized compliance standards, ensuring the security, privacy, and legal handling of donor and transaction data.
Qgiv is certified as Level 1 PCI DSS Compliant, which is the highest security standard for providers processing card payments.
This standard covers rigorous annual on-site audits, technical testing, and external network scans—users do not need to manage their own PCI compliance since Qgiv handles it in-house.
Qgiv complies with data privacy regulations, including CCPA (California Consumer Privacy Act), supporting user rights to data access, portability, and deletion.
The platform enforces strict privacy requirements per federal and state data protection laws, and its terms specify compliance with regulations such as the Gramm-Leach-Bliley Act and the CAN-SPAM Act.
Qgiv abides by the rules and guidelines set forth by the major credit card associations (Visa, MasterCard, etc.), ensuring standardization of payments and data handling.
Qgiv’s PCI DSS compliance is regularly validated through third-party audits and quarterly network scanning.
