Adding Receivers

How to Add a Receiver in SendGrant

This guide will walk you through the process of adding a new receiver and setting up their bank account information in your SendGrant account.

Step 1: Access the Receivers Page

1. Navigate to the Receivers page from the main menu

2. Click the "Add Receiver" button in the top right corner of the page

Step 2: Fill Out Receiver Information

Enter the following information in the receiver form. Fields marked with an asterisk (*) are mandatory.

Receiver Type

- Individual:  Select this option when you want payments to go directly to a person i.e. a student. Automatically the system will create a grantee using the same information provided. 

- Organization: Select this option when you want payments directed to an organization, such as a university, college, or foundation.

Step 3: Create the Receiver

1. Review all entered information for accuracy

2. Click the "Add Receiver" button at the bottom of the form

3. The system will create the receiver profile and add it to your receiver list

Step 4: Set Up Bank Account Information

After creating the receiver profile, you'll be prompted to choose how to collect bank information:

If you select the "Request Bank Information" option:

1. The system will send an email to the receiver to:

   - Access the Plaid secure service

   - Provide their bank account information

   - Complete the verification process

2. Once completed, the receiver's status will change to "Verified"

If you select the "Enter Bank Account Info Directly

1. You will be prompted to provide the bank account info:

   - Bank Account Number*

   - Routing Number*

   - Account Type* (Checking or Savings)

Tips for Success

- Double-check all entered information before submitting
- Ensure the email address is correct as it's used for verification
- Follow up with receivers who haven't completed verification