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Online Gift Management
Online Gift Management
scheduled/recurring giving, editing payments, outstanding commitments
17 articles in this collection
Written by
Carl Tierney,
Maggie Vice,
and
Tim Roberts
Nightly Transactions Report
A daily report showing First Time Givers, Large Gifts, Reversals/Voids, and Expired Recurring Schedules
Written by
Tim Roberts
Updated over a week ago
How do I evaluate the effectiveness of a promotion?
Create a marketing effort to track giving performance
Written by
Maggie Vice
Updated over a week ago
Managing Online Gifts
What is the difference between a gift and a payment?
Understand the relationship between gifts and payments
Written by
Maggie Vice
Updated over a week ago
How do I change the donor on a payment?
Edit a payment to change the donor
Written by
Maggie Vice
Updated over a week ago
How do I change a designation on a payment?
Steps to move a transaction to a different fund or other designation
Written by
Maggie Vice
Updated over a week ago
How do I refund a credit card donation?
Steps to refund a credit/debit card payment
Written by
Maggie Vice
Updated over a week ago
How do I refund a bank account (ACH) donation?
Steps to refund a bank account (ACH) payment
Written by
Maggie Vice
Updated over a week ago
How do I view memo field notes?
Ways to view memo notes added by online donors and offline data entry team members
Written by
Maggie Vice
Updated over a week ago
How do I save my payment method for future use?
Save card or bank information to your online giving profile for future use
Written by
Maggie Vice
Updated over a week ago
Outstanding Commitments
Outstanding Commitments Due to a Failed Payment
Close outstanding commitments due to a failed payment
Written by
Maggie Vice
Updated over a week ago
How do I close outstanding commitments?
Close commitments for a completed campaign
Written by
Maggie Vice
Updated over a week ago
Scheduled and Recurring Giving
Recurring Gifts and the 28th, 30th and the 31st
Written by
Carl Tierney
Updated over a week ago
Can I schedule a future gift or add a recurring gift on behalf of a member?
Create a scheduled or recurring gift in the V2 admin portal
Written by
Maggie Vice
Updated over a week ago
How do I edit a donor's recurring gift in the admin portal?
Steps to edit a recurring gift in the admin portal
Written by
Maggie Vice
Updated over a week ago
How do I delete a recurring gift?
Remove a donor's recurring gift using the V2 admin portal
Written by
Maggie Vice
Updated over a week ago
How do I run a report to see all donors with a recurring gift?
Generate a list of recurring schedules
Written by
Maggie Vice
Updated over a week ago
Recurring Gifts: Outstanding Commitment vs. Remaining Amount
Understand the differences between outstanding commitments and remaining amounts as they apply to recurring gift schedules
Written by
Maggie Vice
Updated over a week ago