Giving

How giving works

How online and in-person giving works, and what to set up first.

Giving lets people give by card or bank in your app and on your website, set up recurring gifts, and text to give. Your team records cash, checks, and non-cash gifts in the dashboard, so every gift ends up in one place for reports and year-end statements.

Set up giving

Connect Stripe

Card and bank giving run through Stripe. Connect your account in Integrations.

Turn on giving in the app

In Features, choose In the app for card and bank giving through Stripe. (Or choose External link to send people to a giving page you already have.)

Add your funds

Funds are where people can give, like General, Missions, or Building. Set them up in Giving settings.

Turn on text to give (optional)

Let people text a keyword to get your giving link. Also in Giving settings.

The Giving pages

PageWhat it’s for
OverviewTotals, trends, funds, methods, and retention.
DonationsEvery gift. Record cash, checks, and non-cash gifts, and refund.
Import checksBring in a deposit from your check scanner.
RecurringEvery recurring gift schedule.
BusinessesGifts from businesses, with their own statements.
ReportsGift ledgers, donor summaries, and year-end statements.
SettingsFunds and text to give.

Fees

Givers can choose to cover the processing fee. Every gift shows its Fee and whether it was Covered, and the overview shows how many givers cover it.