How do I use Square to collect donations during a fundraising event?

Updated Apr 22, 2020

Create a Square account

If you think you'd like to accept Square donations at your next event, the first step is to set up a Square account that is registered with ioby.  To do this, reach out to your Leader Success Strategist for assistance at success@ioby.org or (917) 464-4515 ext. 7. Your Strategist will add you as a point-of-sale person for ioby, and then they will email you an invitation from Square inviting you to create an ioby Square account. Follow the directions in that email to create your account password.

After you've set up your ioby Square account,  download the square app to your mobile device (and all other devices you plan to use) and log in with the same ioby Square login credentials.

Obtain your Square device

It certainly helps things along if you already have the Square reader in hand. If you don't have one already, you can request a free e-reader from square.com

Keep in mind that the shipping time may take up to 3 weeks.

If you're running low on time for your free e-reader, you may also purchase a device for $10 at participating retailers

Collect donations and donor information

After you register your Square account and have your device in hand,  you may start accepting donations for your ioby account.

Please note: donations to your campaign will not reflect immediately on the site. Processing Square donations can take several days and may not appear on your campaign page for 2 or 3 business days. Also, the names of those who donate using Square will not appear under the donors tab on the site.

Square will send your donors receipts, but this receipt will not contain language surrounding the tax-deductibility of their donation. So in order for ioby to provide your donors tax-deductible receipts, this information will need to be collected by you or a member of your team at the time the donation is made. We need the following information in order to send your donors a tax-deductible receipt:

  1. first and last name
  2. email address
  3. donation amount

You're welcome to collect this donor information on the sheet attached below. After you've collected this information please scan it or take a photo of the information post-event and send it to us so that we can verify each Square donation. 

Troubleshooting

Square isn't entirely easy to integrate with, but this process is one we're working to streamline. We will do our best to help you with your Square device, but additional support or help may be found on Square's website.

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