Receive donations

First Steps

• Guide | Create an online donation campaign
• Share a donation campaign
• First Steps - Donations Application
• Automate the sending and creation of donation receipts [Guide]

Donation management

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

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Tax receipts

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

Recurring donation

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

Campaign management

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

Peer-to-peer campaign (P2P)

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

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Donor management

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

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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?