CauseMatch Pay is our secure payment system that enables you to accept online donations and receive payouts directly to your bank account. To start using CauseMatch Pay, you’ll need to complete a simple setup and verification process.

This guide will walk you through the steps.

Step 1: Connect Your Account

1. Log in to your CauseMatch Dashboard.

2. Navigate to the Accounts tab.
   
   
   

3. Click Connect Now.
   
   
   

4. A pop-up will appear. Enter your EIN or ITIN and click Connect Account.
   

   

   Please note, only enter the tax ID number, do not add any symbols or text in the field below.
   

Step 2: Complete the Verification Tutorial

You will be redirected to our secure verification platform. Before entering your information, a short tutorial will appear. You can skip or continue through it.

The tutorial outlines the information required:

• Before you begin: Have your business details ready to speed up verification.

• Decision-makers: You will need to provide the name and address of key individuals in your organization.

• Bank account details: You will need to provide the details of the account where you’ll receive funds.

• Why we need this information: Verification is required to comply with financial regulations. Your information is used only for these purposes.

Step 3: Submitting Business Details

1. Click on Business Details.

   • Your legal name and EIN/ITIN (entered earlier) will appear automatically. Verify the information is correct.

   • Choose your state from the dropdown.

   • Add your state registration number (optional).
     
     
     
     

     Please note that the Business Details section will show as Verified. The information entered in the previous pop-up is what gets verified automatically. However, you’ll still need to open this section and add the additional required details to fully complete the setup.

2. Select your company type:
   
   
   

   • Private company (LLC, Corp., Inc.)

   • Public company (publicly traded Corp./Inc.)

   • Incorporated partnership

   • Non-profit or charitable organization

   • Governmental organization

   • Incorporated association

3. Enter the Legal name of the business - The legal name is used to identify a business with the government; enter it exactly as it appears on your government or legal forms.
   
   

4. If you have a DBA (Doing Business As) name, select “Yes” and enter it. Otherwise, select “No.”
   

5. Add your official business address. The fields would auto-populate when you start typing—confirm or update manually.

6. Review the details and click Submit.

You’ll return to the overview screen where you can track the status.

Step 4: Adding Decision-Makers

Next, provide information for your organization’s key individuals:

• Controlling person: At least 1 required.

• Owner(s): Anyone with 25% or more ownership.

• Signatory: At least 1 authorized signer.

Steps:

1. Click + Add Decision Maker.
   
   
   

2. Choose the role(s). Note: One person can hold multiple roles.
   
   
   

3. Enter personal details:

   • First & last name

   • Country of residence

   • Date of birth

   • Social Security Number (or select “I don’t have an SSN”)
     

   • Email Address

   • Phone number

   • Job title

4. Add personal address (auto-populates when you start typing or enter manually).
   
   
   

5. Click Next to view a summary of the details you’ve submitted. Review the information carefully, and once verified, click Submit to complete the process.

6. Repeat as needed until all required decision makers are added. Click "+ Add decision maker" to add more or click "Save and go to overview" for the next step.
   
   
   

Step 5: Add Payout Details

1. From the overview, click Payout Details
   
   .

2. Select the country/region of your bank account. If the United States (US) option appears locked, you don’t need to make any changes in this step.

3. Choose a verification method from the options below:

   • Mobile banking app/website - Follow the on-screen steps provided in your banking app or website to complete verification.

   • Upload a bank statement (must include account holder’s name, partial/full account number, bank name/logo, and be dated within the last 12 months).

4. If you choose to upload a bank statement, enter your routing number and account number.
   
   
   

5. Upload the bank statement or any of the mentioned documents from the dropdown.
   
   
   

6. Review the information and click Submit.

Your status will update in the overview screen (verified or pending verification).

Step 7: Return to CauseMatch

Once verification is complete, click Back to dashboard.causematch.com

You’ll see your connection status under Bank Connection on the Accounts tab. Both Payments and Payout will show as Complete.

Step 8: Connect to a Campaign

1. Navigate to the Checkout tab on the backend of your campaign.
   
   
   

2. Click Add Currency.
   
   
   

3. Select USD.

4. In the Configure Gateway pop-up, choose CauseMatch Processing.
   
   
   

You’ve now successfully connected CauseMatch Pay to your campaign.