Receive donations

First Steps

• How do I receive online donations? [Guide]
• Automate the sending and creation of donation receipts [Guide]
• First Steps - Donations Application
• Share a donation campaign

Donation management

• Manually add a donation through the back office
• Add a donation pledge
• Cancelling and refunding a donation
• Customize donations search and results
• Collecting In Memoriam donations
• Dynamic keywords of the Donations application

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Tax receipts

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

Recurring donation

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

Campaign management

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

Peer-to-peer campaign (P2P)

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

Donor management

• Allow your donors to access their donations on your website
• Use the Donors List
• List of native fields in the donor repository
• Contexts of forms for the Donations application
• Personalize the search for donors
• Create a dynamic search for your donors

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Frequently asked questions

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