How do I set up my company gifting wallet?

Setting up the Company Gifting Wallet takes a few minutes. Once it's live, your staff can start using their assigned budget to contribute to gift collections.

Step 1: Enable the wallet in Preferences

Go to Preferences > Gifting and toggle on Enable Company Gifting Wallet.

Step 2: Start the setup

Head to the Company gifting wallet page and click Set up company wallet.

Step 3: Choose your currency

Pick your wallet's base currency and click Continue.

A company can only have a gifting wallet in one currency, so choose carefully. If someone contributes to a collection in a different currency, we'll apply the daily exchange rate automatically, with no extra fees.

Step 4: Create your budgets

Give your first budget a Budget name, for example Marketing, Sales, or IT. Then set:

• Budget total, the total pool available for the cycle
• Single transaction limit, the most anyone can put toward one contribution
• Allowance cycle, how often the budget total resets, for example Quarterly

Click + Add another budget if you need more than one, then select Continue. You can add more budgets later too.

Step 5: Top up your wallet

Enter an amount to top up, or click Skip for now and add funds later.

Once you've completed the payment step, your Company Gifting Wallet is ready. You'll land on the wallet page where you can see your balance, spend controls, and transaction history.