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Not open yet. GivJoy expects to open in January 2027.

In developmentPlanned for every plan.

Move to GivJoy by talking it through.

Send what your old system exports. GivJoy reads it, Bryn explains it, and you decide what comes over.

Step through a move

Moving day

Your current tool

  • Supporters
  • Monthly donors: a list to work through
  • Gift history
  • Events

GivJoy

  • SupportersNot moved yet
  • Monthly donors: a list to work throughNot moved yet
  • Gift historyNot moved yet
  • EventsNot moved yet
0 of 4 moved

Made-up example. Nothing is moved.

One move, step by step

Made-up example. Harbor Literacy, its people, files and figures are made up. Lantern Giving and Bramble Events are made-up systems.

Maria is Harbor Literacy's director and Devon is her teammate. Rosa, Dana, Gloria and Lena are supporters.

Step 1 of 7: Tell Bryn where you're coming from

Name your old system, or more than one. Bryn shows how to export from each.

  • System guides. Bryn knows how to export from common systems. GivJoy staff check each guide.
  • Not yet checked by GivJoy. For a system with no checked guide, Bryn reads its public help pages and labels the steps.
Made-up example of GivJoy's Move to GivJoy screen for Harbor Literacy, step 1.
Move to GivJoy from Lantern Giving and Bramble EventsSavedMaria is working on this move.Your move · 6 steps left

  1. Bryn

    Hi, I'm Bryn, GivJoy's AI assistant. Which system or systems do you use now?

    • Lantern Giving
    • Bramble Events
    • A spreadsheet
    • Something else

  2. Maria

    Lantern Giving for donations, and Bramble Events for our book fair.

  3. Bryn

    Drop in everything you have, from any system or spreadsheet. You won't need to clean anything up first.

  4. Bryn

    GivJoy hasn't checked these steps for Bramble Events yet. They come from its own help pages, linked under the cards.

Export your files

Lantern Giving

Everything, as one zip

  1. Open Reports, then Export
  2. Tick People, Gifts and Monthly gifts
  3. Type a start date before your first gift
  4. Download the zip

Lantern Giving starts at the last 90 days. Type an earlier start date.

Bramble Events

Not yet checked by GivJoy

Ticket buyers and guests

  1. Open your event
  2. Choose Guests, then Download CSV

From these pages: Bramble Events help, Download your guest list

Step 2 of 7: Drop in your files

Any mix of CSV, Excel, PDF or a zip. No cleanup first.

  • No AI in the reading. GivJoy's own code opens every file, every sheet and every file in a zip.
  • Card numbers deleted unread. A file with full card or bank numbers is deleted at once, before anything reads it.
Made-up example of GivJoy's Move to GivJoy screen for Harbor Literacy, step 2.
Move to GivJoy from Lantern Giving and Bramble EventsSavedMaria is working on this move.Your move · 5 steps left

  1. Maria

    Here's everything we have.

    • lantern-export.zip
    • cash-and-checks-2025.xlsx
    • book-fair-guests.csv

  2. Bryn

    people.csv in lantern-export.zip has full card numbers, so I deleted the whole zip without reading any of it. Export that file again without the card number column, then send the zip again.

  3. Maria

    Sent again, without that column.

    • lantern-export.zip

  4. Bryn

    Thanks. GivJoy has read all your files, and I have a description of each.

Files

  • lantern-export.zipLantern Givingpeople.csv had full card numbers. Deleted unread.Deleted
  • lantern-export.zipLantern Giving, sent againPeople, 412 rows · Gifts, 3,394 rows · Monthly plans, 9 rows, from a PDFRead
  • cash-and-checks-2025.xlsxA spreadsheetGifts, 64 rowsRead
  • book-fair-guests.csvBramble EventsEvent guests, 138 rowsRead

Bryn gets a description, never supporters' personal details.

Step 3 of 7: Bryn builds the import plan

She works out each file and links them. She leaves out what was never your supporters' giving.

  • Counting in code. GivJoy's code does the counting, totals, linking and matching.
  • Bryn explains it. Bryn works from a description of each file and explains the plan in plain words.
Made-up example of GivJoy's Move to GivJoy screen for Harbor Literacy, step 3.
Move to GivJoy from Lantern Giving and Bramble EventsSavedMaria is working on this move.Your move · 5 steps left

  1. Bryn

    Your import plan is ready to check. Gifts are linked to their people, and guests to whoever bought their tickets.

  2. Bryn

    I left out 214 rows: test gifts, duplicates, platform tips, fee rows and report totals. Each group says why.

  3. Maria

    Why leave out the platform tips?

  4. Bryn

    Those tips went to Lantern Giving, not to Harbor Literacy. They were never your money.

Your import plan

People431419 new, 12 already in GivJoy, 38 households
Gifts3,226$412,880.00, with 18 lookalike gifts counted once
Monthly donors9A list to work through next
Events and tickets1 event61 ticket purchases, 138 guests

Old campaigns become labels

Lantern Giving: Spring Read-a-thon 2025412 gifts, $38,240.00
Bramble Events: Fall Book Fair 202561 ticket purchases

Not imported

Test gifts$1 gifts refunded the same day.6, $6.00
DuplicatesThe same gift twice in one file.11, $1,140.00
Platform tips to Lantern GivingNever your money, so not added to giving.172, $1,486.40
Fee and report-total rowsMoney already counted elsewhere.25

Imported with adjustments

Partly refunded gifts: 14They count at what you kept.

Step 4 of 7: Only the questions that need you

Numbered, one at a time, each with Bryn's recommendation. Possible matches show side by side.

  • Matching runs on rules. Possible matches and their reasons come from GivJoy's matching rules. The AI never sees either side.
  • Two people, one move. Maria and Devon work in the same move. Each choice shows who made it and when.
Made-up example of GivJoy's Move to GivJoy screen for Harbor Literacy, step 4.
Move to GivJoy from Lantern Giving and Bramble EventsSavedMaria and Devon are working on this move.Your move · 5 steps left

  1. Bryn

    Question 1 of 3

    18 gifts in cash-and-checks-2025.xlsx look like gifts in your Lantern Giving file. For example, Rosa Delgado's $85.00 on December 14, 2025.

    I'd count each once, from Lantern Giving.

    • Count each once
    • They're separate gifts
    • Check them one by one

  2. Maria

    Count each once.

  3. Bryn

    Question 2 of 3

    In cash-and-checks-2025.xlsx, I read Amt as the gift amount and Fund as the campaign.

    Is that right?

    • Yes, that's right
    • Not quite

  4. Devon

    Yes, that's right. I'm checking the book fair matches now.

Questions for you: 2 of 3 answered18 of 24 matches checked

Match 3 of 24

Very likely the same person
Match 3 of 24: two records side by side
Fieldbook-fair-guests.csv · Bramble Eventslantern-export.zip · Lantern Giving
NameDana WhitfeldDana Whitfield
Emaildana.w@example.orgdana.w@example.org
Phone(555) 555-0142(555) 555-0142
Giving2 ticket purchases12 gifts, $300.00

Same email and phone. The last name is spelled two ways: Whitfield and Whitfeld.

Same personDifferent peopleDecide later

Same person · Devon, 2:14 PM

Step 5 of 7: What Bryn sees

The sample rows as Bryn gets them, beside the real names on Maria's screen.

  • A description, not the data. Bryn gets column names, counts, patterns and at most three sample rows per sheet.
  • Stand-ins. Every person in a sample row becomes a stand-in such as Person 14. Real names show only on your team's screen.
Made-up example of GivJoy's Move to GivJoy screen for Harbor Literacy, step 5.
Move to GivJoy from Lantern Giving and Bramble EventsSavedMaria and Devon are working on this move.Your move · 4 steps left

  1. Maria

    What did you actually get from cash-and-checks-2025.xlsx?

  2. Bryn

    Open What Bryn sees on any file. It shows exactly what GivJoy sent me, nothing left out.

What Bryn sees: cash-and-checks-2025.xlsx

Why you can see this: Your supporters trusted you with their information, and many people are uneasy about AI. So GivJoy keeps their personal details away from Bryn, and shows you the proof instead of asking you to take our word for it.

What Bryn sees: cash-and-checks-2025.xlsx
ColumnWhat Bryn gotOn Maria's screen
NameStand-insPerson 14Rosa Delgado
EmailStand-insperson14@example.invalidrosa.delgado@example.org
PhoneStand-ins(555) 555-0114(555) 555-0187
AddressStand-insStreet 3, City 2212 Alder Street, Bayview
DatePattern only2025-12-012025-12-14
AmtPattern only$90.00$85.00
FundChoicesSpring Read-a-thonSpring Read-a-thon
NotesNot sent: notesNot sentPrefers a call after work

The same line, two ways

What Bryn gotPerson 14's gift looks like one in your Lantern Giving file.

On Maria's screenRosa Delgado's gift looks like one in your Lantern Giving file.

Step 6 of 7: Import, and Undo

Imported gifts send no receipts or thank-yous. Undo is there for 30 days.

  • Nothing goes to supporters. Imported gifts send no receipts or thank-yous and start no Bryn jobs.
  • Undo for 30 days. Undo import removes what this import added and keeps anything your team added or changed since.
Made-up example of GivJoy's Move to GivJoy screen for Harbor Literacy, step 6.
Move to GivJoy from Lantern Giving and Bramble EventsSavedMaria and Devon are working on this move.Your move · 2 steps left

  1. Bryn

    Every question is answered. Your plan is ready to import.

  2. Bryn

    Read What happens next, then press Import to confirm.

  3. Maria

    Done, I pressed Import.

  4. Bryn

    Imported. Find this import later in Settings > Imports, with Undo until November 29.

What happens next

Money
No money moves. 3,226 past gifts ($412,880.00) come in as imported gifts.
What supporters see
Nothing. No receipts, thank-yous or emails go to anyone.
Can it be undone
Yes, for 30 days. Undo never removes an opt-out.

Settings > Imports

Import 1 · Move to GivJoyLantern Giving, Bramble Events and a spreadsheetMaria, October 30431 people, 3,226 gifts, 61 ticket purchasesImportedUndo until November 29Undo import

Step 7 of 7: Monthly donors

Each old gift keeps running until the new one is set up. Each donor restarts from a personal link.

  • Old gifts keep running. Importing moves and stops no monthly gift. Your team stops each old one once its new gift is set up.
  • Personal restart links. Each donor restarts from their own link, keeping or changing their amount.
Made-up example of GivJoy's Move to GivJoy screen for Harbor Literacy, step 7.
Monthly donor moveSavedMaria and Devon are working on this move.Your move · 2 steps left

  1. Bryn

    Importing didn't move or stop anyone's monthly gift. Keep each old gift running while you prepare their move.

  2. Bryn

    I drafted a first email and a reminder. Each holds a personal link, and donors can keep or change their amount.

  3. Maria

    Schedule them for Monday at 9:00 AM.

  4. Bryn

    Monday, November 2 at 9:00 AM Pacific. Check it in What happens next, then press Schedule.

  5. Maria

    Done, I pressed Schedule.

  6. Bryn

    Scheduled. Stop each old gift once its new one is set up, before GivJoy's first charge.

  1. Review monthly donors (done)
  2. Review emails and choose when to send (done)
  3. Choose call tasks (optional)
Monthly donors9
Set up on GivJoy0
Giving on GivJoy0
  • Dana Whitfield$25.00 a month · next Nov 15Keep the Lantern Giving gift runningWaiting for a restart
  • Gloria Mendes$50.00 a month · next Nov 3Keep the Lantern Giving gift runningWaiting for a restart
  • Lena Park$15.00 a month · next Nov 28Keep the Lantern Giving gift runningWaiting for a restart

First email, with Gloria's details filled in

What's doing the work

  • GivJoy's own code

    Code with no AI in it reads the files and does the counting and matching.

  • A description for Bryn

    Bryn gets a description, never supporters' personal details.

  • System guides

    Guides grow with every nonprofit that moves, and GivJoy staff check them.

  • Saved as you go

    Every answer saves as it's made, and two people can work on one move.

What doesn't come over

  • Card details. Every monthly donor restarts from a personal link.
  • Soft credits, donated goods and unpaid pledge balances.
  • Scanned PDFs with no text. Send a spreadsheet instead.
  • Imported gifts show in records and reports. GivJoy doesn't send receipts or year-end statements for them.

Will a monthly donor be charged twice?

GivJoy guards against it. If your team hasn't marked the old gift stopped by GivJoy's first charge date, GivJoy skips that month.

Donors who never use their link keep giving through your old tool.

Rather have a person help?

GivJoy's team will help you move, hands on.

The GivJoy launch list

The launch list isn't open yet. Please check back soon.

You can email support@givjoy.io with questions.

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