Funding & Assignments
Prepaid funds
Learn how prepaid funds work, including how funds are added, assigned to groups or users, and applied at checkout.
All rolesLast reviewed Jun 30, 2001
What prepaid funds are
Prepaid funds are money your organization loads into Giftium before gifts are ordered. They allow gifts to be paid for without using a card at every checkout. The balance lives at the organization level and can be made available to groups and individual team members through assignments.
Where you see them
- Dashboard: the home page shows your organization's prepaid balance and, if one has been set for you, your personal assignment.
- Assignments: admins manage prepaid funds from Gift & Fund Assignments in the sidebar. The prepaid balance card shows the total balance, how much is still unassigned, and the low-funds warning threshold.
- Checkout: when you order from the Ready-to-Ship Gift Shop, the quote shows the funds available to you. This can include your own assignment plus funds inherited from your organization. Available funds are applied before a card is charged.
Common tasks (admins)
- Add funds: add money to the organization's prepaid balance from the prepaid balance card.
- Assign funds: assign annual dollar caps to child organizations or team members from the unassigned balance. See Assignments.
- Set a low-funds threshold: choose the balance level that should trigger a low-funds warning.
Rules and limits
- Funds are applied automatically at checkout before any card charge. If funds do not cover the full order, the remaining amount is charged to a card.
- An assignment is a cap, not a transfer. Spending against an assignment draws down the organization's prepaid balance and counts toward the assignment's used amount.
- Assignments run on an annual period with an end date.