# Move to GivJoy by talking it through

- Canonical page: https://givjoy.io/move-to-givjoy
- This file: https://givjoy.io/move-to-givjoy.md
- Last updated: November 12, 2026
- Public status: In development. Nothing is usable yet. GivJoy expects to open in January 2027. Planned for every plan.

GivJoy is a donation platform for US nonprofits, in development, expected January 2027.

Free 0%, Starter 1%, Pro 2% of online gifts, plus Stripe processing, no monthly fee.

Gifts go straight to the nonprofit's own Stripe account.

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

## Moving day

Cards move from Your current tool into GivJoy, each landing with a check: Supporters, Monthly donors: a list to work through, Gift history, Events.

Before anyone presses Show moving day, GivJoy's side lists each one as Not moved yet. Nothing plays on its own.

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.

Screen: Move to GivJoy from Lantern Giving and Bramble Events. Your move · 6 steps left.

Chat:

- **Bryn:** Hi, I'm Bryn, GivJoy's AI assistant. Which system or systems do you use now? Answers: Lantern Giving / Bramble Events / A spreadsheet / Something else.
- **Maria:** Lantern Giving for donations, and Bramble Events for our book fair.
- **Bryn:** Drop in everything you have, from any system or spreadsheet. You won't need to clean anything up first.
- **Bryn:** GivJoy hasn't checked these steps for Bramble Events yet. They come from its own help pages, linked under the cards.

What changed on screen:

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.

Screen: Move to GivJoy from Lantern Giving and Bramble Events. Your move · 5 steps left.

Chat:

- **Maria:** Here's everything we have. Files: lantern-export.zip, cash-and-checks-2025.xlsx, book-fair-guests.csv.
- **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.
- **Maria:** Sent again, without that column. Files: lantern-export.zip.
- **Bryn:** Thanks. GivJoy has read all your files, and I have a description of each.

What changed on screen:

| Files | From | State | What it holds |
|---|---|---|---|
| lantern-export.zip | Lantern Giving | Deleted | people.csv had full card numbers. Deleted unread. |
| lantern-export.zip | Lantern Giving, sent again | Read | People, 412 rows · Gifts, 3,394 rows · Monthly plans, 9 rows, from a PDF |
| cash-and-checks-2025.xlsx | A spreadsheet | Read | Gifts, 64 rows |
| book-fair-guests.csv | Bramble Events | Read | Event guests, 138 rows |

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.

Screen: Move to GivJoy from Lantern Giving and Bramble Events. Your move · 5 steps left.

Chat:

- **Bryn:** Your import plan is ready to check. Gifts are linked to their people, and guests to whoever bought their tickets.
- **Bryn:** I left out 214 rows: test gifts, duplicates, platform tips, fee rows and report totals. Each group says why.
- **Maria:** Why leave out the platform tips?
- **Bryn:** Those tips went to Lantern Giving, not to Harbor Literacy. They were never your money.

What changed on screen:

Your import plan:

- People: 431. 419 new, 12 already in GivJoy, 38 households.
- Gifts: 3,226. $412,880.00, with 18 lookalike gifts counted once.
- Monthly donors: 9. A list to work through next.
- Events and tickets: 1 event. 61 ticket purchases, 138 guests.

Old campaigns become labels:

- Lantern Giving: Spring Read-a-thon 2025: 412 gifts, $38,240.00
- Bramble Events: Fall Book Fair 2025: 61 ticket purchases

Not imported:

- Test gifts: 6, $6.00. $1 gifts refunded the same day.
- Duplicates: 11, $1,140.00. The same gift twice in one file.
- Platform tips to Lantern Giving: 172, $1,486.40. Never your money, so not added to giving.
- Fee and report-total rows: 25. Money already counted elsewhere.

Imported with adjustments:

- Partly refunded gifts: 14. They 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.

Screen: Move to GivJoy from Lantern Giving and Bramble Events. Your move · 5 steps left.

Chat:

- **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. Answers: Count each once / They're separate gifts / Check them one by one.
- **Maria:** Count each once.
- **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? Answers: Yes, that's right / Not quite.
- **Devon:** Yes, that's right. I'm checking the book fair matches now.

What changed on screen:

Questions for you: 2 of 3 answered. 18 of 24 matches checked.

Match 3 of 24: Very likely the same person.

| Field | book-fair-guests.csv · Bramble Events | lantern-export.zip · Lantern Giving |
|---|---|---|
| Name | Dana Whitfeld | Dana Whitfield |
| Email | dana.w@example.org | dana.w@example.org |
| Phone | (555) 555-0142 | (555) 555-0142 |
| Giving | 2 ticket purchases | 12 gifts, $300.00 |

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

Choices: Same person / Different people / Decide later. Chosen: 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.

Screen: Move to GivJoy from Lantern Giving and Bramble Events. Your move · 4 steps left.

Chat:

- **Maria:** What did you actually get from cash-and-checks-2025.xlsx?
- **Bryn:** Open What Bryn sees on any file. It shows exactly what GivJoy sent me, nothing left out.

What changed on screen:

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.

| Column | Sent as | What Bryn got | On Maria's screen |
|---|---|---|---|
| Name | Stand-ins | Person 14 | Rosa Delgado |
| Email | Stand-ins | person14@example.invalid | rosa.delgado@example.org |
| Phone | Stand-ins | (555) 555-0114 | (555) 555-0187 |
| Address | Stand-ins | Street 3, City 2 | 212 Alder Street, Bayview |
| Date | Pattern only | 2025-12-01 | 2025-12-14 |
| Amt | Pattern only | $90.00 | $85.00 |
| Fund | Choices | Spring Read-a-thon | Spring Read-a-thon |
| Notes | Not sent: notes | Not sent | Prefers a call after work |

The same line, two ways:

- What Bryn got: Person 14's gift looks like one in your Lantern Giving file.
- On Maria's screen: Rosa 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.

Screen: Move to GivJoy from Lantern Giving and Bramble Events. Your move · 2 steps left.

Chat:

- **Bryn:** Every question is answered. Your plan is ready to import.
- **Bryn:** Read What happens next, then press Import to confirm.
- **Maria:** Done, I pressed Import.
- **Bryn:** Imported. Find this import later in Settings > Imports, with Undo until November 29.

What changed on screen:

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 GivJoy. Lantern Giving, Bramble Events and a spreadsheet. Maria, October 30. 431 people, 3,226 gifts, 61 ticket purchases. Imported. Undo until November 29. Button: Undo 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.

Screen: Monthly donor move. Your move · 2 steps left.

Chat:

- **Bryn:** Importing didn't move or stop anyone's monthly gift. Keep each old gift running while you prepare their move.
- **Bryn:** I drafted a first email and a reminder. Each holds a personal link, and donors can keep or change their amount.
- **Maria:** Schedule them for Monday at 9:00 AM.
- **Bryn:** Monday, November 2 at 9:00 AM Pacific. Check it in What happens next, then press Schedule.
- **Maria:** Done, I pressed Schedule.
- **Bryn:** Scheduled. Stop each old gift once its new one is set up, before GivJoy's first charge.

What changed on screen:

Steps: 1. Review monthly donors (done) 2. Review emails and choose when to send (done) 3. Choose call tasks (optional) (on step 3).

- Monthly donors: 9
- Set up on GivJoy: 0
- Giving on GivJoy: 0

| Donor | Amount | Next | Status | Next action |
|---|---|---|---|---|
| Dana Whitfield | $25.00 | Nov 15 | Waiting for a restart | Keep the Lantern Giving gift running |
| Gloria Mendes | $50.00 | Nov 3 | Waiting for a restart | Keep the Lantern Giving gift running |
| Lena Park | $15.00 | Nov 28 | Waiting for a restart | Keep the Lantern Giving gift running |

First email, with Gloria's details filled in:

> Hi Gloria, thank you for giving $50.00 each month to Harbor Literacy.
> To move your gift to GivJoy, use your personal link. You can keep or change your amount.
> Your first GivJoy gift would be on December 3.
> Your Lantern Giving gift is separate. Contact Harbor Literacy to stop it before December 3.
> Until you set it up on GivJoy, your gift keeps going through Lantern Giving as it does now.
>
> Button: Move my gift to GivJoy
>
> Email Preferences

## 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.

## Ask for help moving

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

You can email [support@givjoy.io](mailto:support@givjoy.io) with questions.

Launch list: https://givjoy.io/launch-list