Receive donations

First Steps

• Getting started with the Donations feature
• Share and promote your donation campaign
• Guide | Create an online donation campaign

Donation management

• Collecting In Memoriam donations
• Dynamic keywords of the Donations application
• Customize donations search and results
• Synchronize the Donations feature via Webhooks
• List of reports available for the Donations application
• Add a donation pledge
• Manually add a donation through the back office
• Cancelling and refunding a donation

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Tax receipts

• Update a Donation Tax Receipt
• Annual consolidation of donations eligible for a donation receipt
• Download Tax Receipts
• Customize the donation tax receipt information
• Guide | Automate donation receipts

Recurring donation

• Update the terms and payment information of a recurring donation
• Enable recurring monthly donations
• How to end a recurring donation?

Campaign management

• View the Amounts Received from a Donation Campaign
• Enable the one-step donation option on your website
• Configuring the detail page of a donation campaign on a website
• Add a custom group to your donation campaign

Peer-to-peer campaign (P2P)

• Disable team creation option
• Edit the allocation of a donation to a participant
• Add registration fees for participants
• Manage teams of participants
• How to manage participants in a peer-to-peer campaign
• Create a peer-to-peer (P2P) campaign [Guide]

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Donor management

• Personalize the search for donors
• Synchronizing a campaign with donors
• Use the Donors List
• List of native fields in the donor repository
• Create a dynamic search for your donors
• Send an automatic reminder to your donors
• Give donors access to their donations on your site

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Frequently asked questions

• How to see the total amount issued in tax receipts for a given period?
• How do I cancel a pending donation?
• How can we receive our donations in our association's bank account?