How to invite a beneficiary to receive funds
Before you send the invitation, please make sure that your beneficiary meets the requirements to receive funds and read through our list of things to consider when adding a beneficiary.
How to send a beneficiary invitation
The organiser can follow these steps after publishing their fundraiser:
- Select the "Transfers" tab from the vertical menu on the left of your dashboard
- Select "Someone else's bank account"
- Make sure your email is confirmed and then select "Get started" under "Invite a beneficiary"
- You'll be prompted to enter their first and last name and email address (The name you enter here will be publicly shown on the fundraiser page.)
- Confirm the that the information you've entered is correct and then select "Send invite"
You must add a beneficiary during the initial transfer set up. If you've already completed setting up transfers using your own information, you won't be able to add a beneficiary. If you receive an error when sending the invitation or the beneficiary has trouble accepting it, please try sending it to a different email address. If you run into either of these problems, please contact our team to find out the best way to resolve your situation.
Once a beneficiary has accepted an invitation, no additional action is needed from the GoFundMe organiser to set up transfers.
Look at this video to learn more:
How a beneficiary account works
After your beneficiary has accepted the invitation, a separate GoFundMe account will be created for them that's connected to your fundraiser. They can sign in to this separate account and set up their transfers, then funds will be sent to their bank account automatically. This means that, as the organiser, you will no longer have access to the transfer set-up since all bank details will be added through the new beneficiary account.
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