REACHpay is REACH’s built-in, PCI-compliant payment gateway for U.S.-based nonprofits, offered through Stripe Connect. If you are currently using a different payment gateway in REACH and would like to switch to REACHpay, follow the steps below.

We recommend reviewing all REACHpay documentation before starting setup.

Step-by-Step Setup Instructions#

1. Request REACHpay Access#

Email our Support team to request that REACHpay be enabled. You can also request optional features:

• ACH/EFT: $1 + 1% per donation
• Multi-currency support: Additional 1% per transaction

2. Wait for Confirmation#

We will notify you by email once REACHpay has been enabled for your account. You will then see Settings > Donation Settings > REACHpay in your admin console.

3. Complete the Setup Form#

Click Settings > Donation Settings > REACHpay to begin setup. A modal will appear.

The individual completing this form must be someone with significant control over your organization. Required information includes:

• EIN
• Legal name
• Email address
• Job title
• Date of birth
• Home address
• Phone number
• Last 4 digits of SSN

Click Confirm when complete. Additional verification fields may appear—please complete them as needed.

4. Add Officers#

Go to Settings > REACHpay > Officers and add at least two officers. Roles include:

• Representative: Main financial contact (e.g., CFO, Treasurer)
• Executive: Senior leader (e.g., CEO, Executive Director)

Required officer details:

• Legal name
• Email address
• Job title
• Date of birth
• Phone number
• Last 4 digits of SSN

Note: Some fields cannot be edited once saved. Contact Support for changes.

5. Add Payout Information#

Go to Payout Setup and enter your organization’s banking details:

• Bank name
• Account holder name
• Account holder type
• Routing number
• Account number

You can also adjust your payout schedule (Daily, Weekly, or Monthly).

By default, payouts are sent daily on business days and include donations received two business days earlier.

6. Schedule Your Transition#

Once your setup is complete, email Support to schedule your transition date. Include a copy of your SS4 or a similar EIN verification document. You can send this by email or through the secure message icon in the bottom left of the admin console.

7. Test Donations#

Once REACHpay is live, test donations as both an admin and a supporter:

• Admin: Go to Donations > + New Donation and complete an online donation.
• Supporter: Visit your public REACH donation form and make a donation.

Review both in your Admin Console to confirm success.

8. Set Up Admin Notifications for Disputes#

The account email receives notifications for disputed donations. To allow others to receive these, enable notifications for additional admins. Learn more in our Donation Disputes article.

9. Notify Supporters#

We recommend informing supporters of your new payment gateway. You can send an email directly within REACH.

Suggested message:

We’re making an important update to our online giving platform—we’ll soon be switching to REACHpay as our new payment gateway. This change will help reduce transaction fees and offer you more convenient ways to give, including Apple Pay and Google Pay.

What to expect:

• Bank/Card Statement: Some donors may see REACH or REACHpay listed.
• Verification Charge: You may see a temporary $1 pending charge. This is not a real charge and will disappear in a few days.

Thank you for your continued support!

Important Notes

• We will provide a transition date and time. No action is needed from you at the time of migration.
• Recurring credit card donations will continue without interruption.
• ACH/EFT donations cannot be transferred. Supporters using ACH/EFT must either authorize their bank account or complete a micro-verification process outlined here.
• Invalid or expired cards will not transfer.
• Recurring donations will follow your current settings. If you want to update transaction fees:
  • Go to Settings > Donation Setup > Donation Form Settings
  • To reset a specific recurring donation’s fee, go to the supporter’s Sponsorship record, click Actions > Edit Sponsorship Supporter, save changes, and confirm the new fee in the recurring donation’s detail page.

10. Cancel Previous Payment Gateway#

Once REACHpay is live and all payments are running through it, you can cancel your previous payment gateway. It is your organization’s responsibility to determine when all transactions are complete and to close your old account when ready.