view a member's balance

A Member’s account balance is where all Action Step bonuses and donations are deposited by default. From there, funds can be used in two ways:

Loading funds onto a debit card
Submitting a purchase request

Below the balance, you’ll find a transaction history that provides a detailed view of all account activity — including Action Step bonuses, donations, and spending. This helps give full transparency into how the Member’s balance has changed over time.

💡 Helpful Tip: This guide (linked below) highlights an in-depth Givecard overview.

samaritan givecard experience guide

Next Read: helping your Members spend their funds

view a member's balance

💡Helpful Tip: You Can View A Member’s Balance Directly Within Their Profile Under The “Manage Funds” Section.