Kiva Help

Lending Team FAQ

  1. How do Lending Teams work?
  2. How do I create a lending team?
  3. How do I add loans to my lending team?
  4. How do I join a lending team?
  5. How do I find a lending team?
  6. How do I recruit people to my lending team?
  7. How do I quit a lending team?
  8. How do I make someone else the captain of my lending team?
  9. How do I become the captain of a lending team?
  10. How do I create a lending team for my company?
  11. How do I create a lending team for my special event?
  12. I'm a member of more than one lending team. How do I pick which team my loan counts towards?
  13. What is my preferred team?
  14. How do I set my preferred team?
  15. How are the number of team loans calculated
  1. How do Lending Teams work?:
    Members of Kiva Lending Teams continue lending as individuals, but they have the option to count each loan they make towards the overall impact of one of their teams.
  2. How do I create a lending team?:


    Step 1: Log into your Kiva account and click "Community"


    Step 2: Click the "Start a New Team" button on the top left side of the page.


    Step 3: You'll be taken to the "Edit Team" screen. First, choose a name for your team and enter it in the "Team Name" field. Then, click the drop down box next to "Category" and select the category that you think best fits your team. If you would like to upload a photo, click the "Browse" button and locate the photo on your computer. Click "Open" to upload the photo. Complete the rest of the required fields and indicate whether or not you'd like the team to be open to all Kiva lenders, or if it should be closed -- and members can only be added by your approval. When you're finished, click "Save Team".


    Step 4: You'll be given the chance to recruit team members on the next page, or you can continue without inviting by clicking "Skip this

    Step". Once you're finished with this

    Step, you'll be taken to your Lending Team's page.
  3. How do I add loans to my lending team?:
    Whenever you lend, you have the opportunity to count that loan toward one of your lending teams. You can count a loan toward a lending team of your choosing by following these

    Steps:



    Step 1: Click on the "Lend" button at the top of the Kiva home page. You will automatically be taken to the entrepreneurs in need.


    Step 2: When you find an entrepreneur that you would like to fund either click "Lend $25" to quickly lend $25, or click the name of the entrepreneur and then select the amount you would like to fund from the drop down box and click "Lend".


    Step 3: Add additional loans to your basket or click "Loan Added! Checkout."


    Step 4: You'll be taken to your basket where you can select what lending team your loans should count towards. Beneath the "Count Towards Team" column, you'll see a drop down box with your favorite lending team's name listed. Click that box and select the lending team you wish the loan to count towards. If you want to change the amount you wish to lend, select the amount in the drop down menu. When you're finished, click "Continue."


    Step 5: Choose a password to create an account, or log into your Kiva account.


    Step 6: Make an optional donation to Kiva's operational expenses or click "No Thanks."


    Step 7: You will be automatically transferred to PayPal to pay for the loan through PayPal's secure website.
  4. How do I join a lending team?:
    You can join a public lending team by following these

    Steps:



    Step 1: Go to http://www.kiva.org and click "Community".


    Step 2: Enter your search criteria in the field next to "Search for a lending team" and click "Search".


    Step 3: You'll see a list of teams that best match your search. If the team you're interested in is open to all Kiva lenders, click "Join Team" to join. If the team is locked, click "Request to Join".


    Step 4: Log in to or create a Kiva account.
  5. How do I find a lending team?:
    You can search for a lending team by following these

    Steps:



    Step 1: Go to http://www.kiva.org and click "Community".


    Step 2: Enter your search criteria in the field next to "Search for a lending team" and click "Search".


    Step 3: You'll see a list of teams that best match your search. If the team you're interested in is open to all Kiva lenders, click "Join Team" to join. If the team is locked, click "Request to Join".


    Step 4: Log in to or create a Kiva account.
  6. How do I recruit people to my lending team?:
    You can invite people to a lending team that you are a member of -- even if you are not the team captain -- by following these

    Steps:



    Step 1: Go to http://www.kiva.org and click "Login" at the top of the page to log into your Kiva account.


    Step 2: Click "My Portfolio" and then "My Teams".


    Step 3: You'll see a listing of all of the lending teams that you are a member of. Find the team you would like to invite people to and click "Recruit Friends"


    Step 4: On the "Recruit Team Members" screen, enter the email addresses you would like to send the invitation to, and separate each one with a comma, or use the address book upload feature by clicking"Add emails from your address book, then decide whom to invite". If you would like, you can edit the message in the second box. Click "Send Invite" to continue.


    Step 5: If any of your invitees accept, you will see them appear on the "Members" section of your lending team.
  7. How do I quit a lending team?:
    If you don't wish to participate with a particular lending team anymore, you can choose to quit the team by following these

    Steps:



    Step 1: Go to http://www.kiva.org and click "Login" at the top of the page to log into your Kiva account.


    Step 2: Click "My Portfolio" and then "My Teams".


    Step 3: You'll see a listing of all of the lending teams that you are a member of. Find the team you would like to leave and click "Quit Team".
  8. How do I make someone else the captain of my lending team?:
    If you don't wish to be the captain of one of your lending teams, you can give captainhood of the team to someone else by following these

    Steps:



    Step 1: Go to http://www.kiva.org and click "Login" at the top of the page to log into your Kiva account.


    Step 2: Click "My Portfolio" and then "My Teams".


    Step 3: Click on the name of the team you wish to quit and then click "Edit Members".


    Step 4: You'll need to identify a new team captain and then, next to that person's name, click "Bestow Captainhood". The person you identified will now be your co-captain. If you would like to leave the group, you can either ask the new captain to remove you from the group, or remove your captainhood so that you can quit the team on your own terms.
  9. How do I become the captain of a lending team?:
    There are two ways to become the captain of a lending team:

    First, you can create a new lending team. Whenever you create a lending team, you are automatically made its captain.

    Or you can be made the captain of an existing lending team. In order to do this, one of the current team captains has to give you captainhood.

    As the captain of a lending team, it is your responsibility to make a good faith effort to remain involved in your team. This includes considering requests to join your team, reading messages posted to the team message board, and responding to lender messages sent to you by members of your team.

    In the event that a team captain fails in these responsibilities, a team member may contact Kiva customer service and request to be appointed as an additional team captain. In these circumstances, Kiva customer service will reach out to the original team captain. If the original captain cannot be contacted, an additional team captain will be appointed at the discretion of customer service.
  10. How do I create a lending team for my company?:
    You can create a lending team for your company by following these

    Steps:


    Step 1: Go to Kiva (http://www.kiva.org) and click "Community"


    Step 2: Click the "Start a New Team" button on the top left side of the page.


    Step 3: You'll be taken to the "Edit Team" screen where you can fill out the details of your team.



    • First, choose a name for your team -- usually your company's name - and enter it in the "Team Name" field.

    • Then, click the drop down box next to "Category" and select the category that you think best fits your team. For most companies, "Businesses" will fit. However, if you are creating a lending team for a group within your company, you should select "Businesses -- Internal Groups".

    • You can upload a photo, if you would like. Most companies use their logo as their lending team's photo. If you would like to upload a photo, click the "Browse" button and locate the photo on your computer. Click "Open" to upload the photo.

    • The "We Loan Because" and "How Would You Describe Your Team?" sections allow you to explain a little bit about your company and why you chose to lend with Kiva.

    • You can enter where your company or division is headquarted in "Location" and you can provide your company's website under "Lending Team Website".

    • Finally, you'll have to indicate whether or not you'd like the team to be open to all Kiva lenders, or if it should be closed -- and members can only be added by your approval. When you're finished, click "Save Team".





    Step 4: You'll be given the chance to recruit team members on the next page, or you can continue without inviting by clicking "Skip this Step". Once you're finished with this

    Step, you'll be taken to your company's lending team page.
  11. How do I create a lending team for my special event?:
    You can create a lending team for your special event by following these

    Steps:


    Step 1: Go to Kiva (http://www.kiva.org) and click "Community"


    Step 2: Click the "Start a New Team" button on the top left side of the page.


    Step 3: You'll be taken to the "Edit Team" screen where you can fill out the details of your team.



    • First, choose a name for your team and enter it in the "Team Name" field.

    • Then, click the drop down box next to "Category" and select the category that you think best fits your team.

    • You can upload a photo, if you would like. If you would like to upload a photo, click the "Browse" button and locate the photo on your computer. Click "Open" to upload the photo.

    • The "We Loan Because" and "How Would You Describe Your Team?" sections allow you to explain a little bit about your event and why you chose to lend with Kiva.

    • You can enter where event will take place in "Location" and if there is a website for your event, you can enter it in "Lending Team Website".

    • Finally, you'll have to indicate whether or not you'd like the team to be open to all Kiva lenders, or if it should be closed -- and members can only be added by your approval. When you're finished, click "Save Team".





    Step 4: You'll be given the chance to recruit team members on the next page, or you can continue without inviting by clicking "Skip this Step" (you can always invite members later). Once you're finished with this step, you'll be taken to your company's lending team page.
  12. I'm a member of more than one lending team. How do I pick which team my loan counts towards?:
    Whenever you lend, you have the opportunity to count that loan toward one of your lending teams. You can count a loan toward a lending team of your choosing by following these

    Steps:



    Step 1: Click on the "Lend" button at the top of the Kiva home page. You will automatically be taken to the entrepreneurs in need.


    Step 2: When you find an entrepreneur that you would like to fund either click "Lend $25" to quickly lend $25, or click the name of the entrepreneur and then select the amount you would like to fund from the drop down box and click "Lend".


    Step 3: Add additional loans to your basket or click "Loan Added! Checkout."


    Step 4: You'll be taken to your basket where you can select what lending team your loans should count towards. Beneath the "Count Towards Team" column, you'll see a drop down box with your favorite lending team's name listed. Click that box and select the lending team you wish the loan to count towards. If you want to change the amount you wish to lend, select the amount in the drop down menu. When you're finished, click "Continue."


    Step 5: Choose a password to create an account, or log into your Kiva account.


    Step 6: Make an optional donation to Kiva's operational expenses or click "No Thanks."


    Step 7: You will be automatically transferred to PayPal to pay for the loan through PayPal's secure website.
  13. What is my preferred team?:
    Your preferred team is the team that, by default, your loans will be counted towards on the basket page. You are always free to select a different team or no team at all in your basket when checking out.
  14. How do I set my preferred team?:
    You can set your preferred team by following these

    Steps:


    Step 1: Go to http://www.kiva.org and click "Login" at the top of the page to log into your Kiva account.


    Step 2: Click "My Portfolio" and then "My Teams".


    Step 3: You'll see a listing of all of the lending teams that you are a member of. There is a drop down box above you listed teams and to the right that says "Preferred Team". Select a team from the drop down box to set your preferred team.
  15. How are the number of team loans calculated:
    There are two ways:

    1. Per team member
    2. Across all team members.

    The former is used almost everywhere, and the latter is used only on the Team Loans page.