1. Enter into the IAM Manager.

2. On the left-hand side click "Policies" and then "Create Policy".

3. Click on the "JSON" tab.

4. Delete the default content that you find in the tab and replace it with the following code:

"Version": "2012-10-17",
"Statement": [
"Sid": "VisualEditor0",
"Effect": "Allow",
"Action": [
"Resource": "*"

5. Click "Next: Tags", and then "Next: Review".

6. Enter the name: GivingTechAccess and then at the bottom of the page click "Create policy". On the next page you should see the following message:

7. Next, click "Users" and then "Add users"

8. Under "User name" enter GivingTechUser and then check the box next to "Access key - Programmatic access". Then click "Next: Permissions"

6. Next, select "Attach existing policies directly" and then enter GivingTechAccess in the search bar. Our policy should come up. Select it by clicking on the checkbox and then click "Next: Tags" and then "Next: Review" and then "Create user".

You should hopefully now see this message:

7. Now, copy and save on your computer the Access Key ID and after clicking "show" also the Secret access key.

8. Next, enter Amazon SES in the search bar on the top of the page, or click here.

Then, scroll down and click on Create SMTP credentials.

You should now see something like this:

No need to change anything. Just scroll down and click "Create".

9. Now, click on Show User SMTP Security Credentials and copy down the SMTP Username and SMTP Password (or click the "Download Credentials" button and the details will be downloaded to your computer as a CSV file.

10. Now, back at your Dashboard, you should see this section:

Copy the "SMTP endpoint".

11. Finally, at the top of the page, you'll see an account number. Click on it and the panel below will open. Click on the icon below to copy the Account ID.

11. Now you should have collected:

  • Access Key ID

  • Secret access key

  • SMTP Username

  • SMTP Password

  • SMTP Endpoint

  • Account ID

12. Head to Marketing >> Your Mail Server >> Settings (or click here). Enter your:

  • SMTP Endpoint

  • SMTP Username

  • SMTP Password (twice)

  • For Connection Port, enter 465

  • For Verified Email or Domain, enter the email address or domain that you verified back in Step 1.

  • Then, check "Require SSL" and "Verified", and make sure that "DIsabled" is NOT checked.

  • Then click "Submit"

13. Finally, head to Marketing >> Your Mail Server >> Secret Keys (or click here). Enter your:

  • Charity's ID number (EIN, charity number, etc.)

  • Access Key ID

  • Secret access key

  • Account ID

We'll then connect your account to the GivingTech platform and let you know when it's ready to roll.

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