Giving & Donations

Manage donations, payment methods, recurring gifts, and giving reports

Video Tutorials

Learn how to manage giving and donations

Setting Up Online Giving

Enable online giving and configure payment processing for your church.

Coming Soon
Making a Donation

How members can make one-time or recurring donations.

Coming Soon
Managing Giving Reports

View giving reports and generate statements for donors.

Coming Soon

Setting Up Giving Admin

Enable online giving and configure payment options for your church.

Prerequisites

Before setting up giving, you must complete Payment Onboarding to connect your merchant account.

Accessing Giving Settings

1
Navigate to Settings

From your admin dashboard, go to Settings in the main navigation menu.

2
Select Giving Settings

Click on the Giving tab to access all donation-related configuration options.

[Screenshot: Giving Settings page overview]

Configure Giving Options

Enable Online Giving

Toggle Enable Online Giving to allow members to donate through your church's giving page. When disabled, the giving page will show a message that online giving is not available.

Payment Methods

Choose which payment methods to accept:

  • Credit/Debit Cards: Visa, Mastercard, American Express, Discover
  • ACH Bank Transfer: Direct bank account payments (lower fees)
Tip: ACH transfers typically have lower processing fees than credit cards. Encourage regular givers to use bank transfers for recurring donations.

Transaction Fees

Decide how to handle processing fees:

  • Church Absorbs Fees: The church pays all processing fees
  • Offer Fee Coverage: Give donors the option to cover fees (many will choose to)
[Screenshot: Fee coverage option toggle]

Default Fund

Set a default giving fund (e.g., "General Fund", "Tithes & Offerings") that will be pre-selected when members give. You can create additional funds in the Causes & Campaigns section.

Giving Page Customization

Customize how your giving page appears to donors:

  • Add a custom welcome message
  • Upload a background image
  • Set suggested giving amounts (e.g., $25, $50, $100, $250)
  • Enable/disable anonymous giving

Testing Your Setup

Before promoting online giving to your congregation:

  1. Make a small test donation ($1-5) using your own card
  2. Verify the transaction appears in your Giving dashboard
  3. Check that the donor receives a confirmation email
  4. Refund the test donation if needed

Managing Recurring Gifts

Set up, modify, and manage recurring donations.

Viewing Recurring Gifts

To see all active recurring gifts:

1
Navigate to Giving

Go to Giving from the main navigation menu.

2
Select Recurring Gifts Tab

Click the Recurring tab to view all scheduled recurring donations.

[Screenshot: Admin recurring gifts list with status, amount, and next charge date]

Recurring Gift Details

For each recurring gift, you can see:

  • Donor name and email
  • Amount and frequency
  • Payment method (last 4 digits)
  • Next scheduled charge date
  • Status (Active, Paused, Cancelled, Failed)

Managing Member Recurring Gifts

As an admin, you can assist members with their recurring gifts:

Cancel a Recurring Gift

Click the recurring gift, then select Cancel. The member will be notified by email.

Note: Admins can cancel recurring gifts, but cannot modify amounts or payment methods on behalf of members due to payment security requirements. Direct the member to update their own recurring gift.

Failed Recurring Gifts

When a recurring gift fails (expired card, insufficient funds), the system will:

  1. Automatically retry the charge after 3 days
  2. Send the member an email notification
  3. Mark the gift as "Failed" after 3 unsuccessful attempts

You can see failed gifts in the Recurring tab filtered by status.

Recurring Gift Reports

Export recurring gift data for analysis:

  • Total recurring revenue (monthly projection)
  • Active vs. cancelled recurring gifts
  • Retention rate over time

Setting Up a Recurring Gift

Set up automatic, scheduled donations to your church:

1
Go to Giving

Click Give or My Giving from your dashboard.

2
Enter Your Gift Amount

Enter the amount you'd like to give on a recurring basis.

3
Select "Make This Recurring"

Check the recurring option and choose your frequency:

[Screenshot: Giving form with recurring options - Weekly, Bi-weekly, Monthly, etc.]

Frequency Options

  • Weekly: Same day every week
  • Bi-weekly: Every two weeks
  • Monthly: Same date each month
  • First & 15th: Twice monthly
4
Choose Start Date

Select when you want your first recurring gift to process.

5
Complete Payment

Enter or select your payment method and confirm the recurring gift.

Tip: Using a bank account (ACH) for recurring gifts often has lower fees than credit cards, meaning more of your gift goes to the church.

Managing Your Recurring Gifts

View and manage your recurring gifts from My Giving > Recurring Gifts:

[Screenshot: Member's recurring gifts list]

Edit a Recurring Gift

Click on a recurring gift to:

  • Change the gift amount
  • Update the frequency
  • Change the payment method
  • Update the fund/cause

Pause a Recurring Gift

Need to temporarily stop giving? Click Pause to skip upcoming charges. You can resume anytime.

Cancel a Recurring Gift

To permanently stop a recurring gift, click Cancel. You'll receive a confirmation email.

Payment Method Updates

If your card expires or you get a new card:

  1. Go to My Giving > Payment Methods
  2. Add your new card
  3. Edit your recurring gift to use the new payment method

Giving Reports & Tax Documents

Track giving with detailed reports and download your church's yearly tax documents.

Giving Reports

Track every dollar from the Giving dashboard, with exportable reports:

  • Transaction history: All transactions with date, donor, amount, and fund — exportable to Excel
  • Fund & cause tracking: Total giving by fund or campaign, with goal progress
  • Giving trends: Dashboard charts of volume and totals over time

Your Church's 1099-K Tax Form

Each January, your church's official 1099-K (documenting the year's processed giving) becomes available:

1
Open Billing > Tax Documents

In your admin dashboard, go to Billing and find the Tax Documents card.

2
Download in January

The form is released by our payment processor between January 1 and January 30. Download it during that window.

3
Re-download any time

The processor only releases the form once — so we archive a copy automatically, and you can re-download it from your dashboard all year.

Per-donor annual statements

Donor-facing year-end statements are coming ahead of the tax season. In the meantime, every donation already generates an emailed receipt, and members can view their complete giving history under My Giving.

Accessing Your Giving History

View all your donations to the church:

1
Go to My Giving

Click My Giving from your dashboard or menu.

2
View History

See all your past donations with dates, amounts, and funds.

[Screenshot: Member giving history list]

Donation Receipts

Every donation you make generates an emailed receipt with the date, amount, and fund — keep these with your tax records.

Tip: Your complete giving history under My Giving shows every donation by year, so you always have a full record of your contributions.

Annual Statements

Downloadable year-end giving statements are coming ahead of the tax season. Until then, your emailed receipts and My Giving history together document your contributions.

Causes & Campaigns Admin

Create giving campaigns with goals and track progress for special causes.

Understanding Causes

Causes (also called Funds or Campaigns) allow donors to designate their gift for a specific purpose:

  • General Fund: Tithes, offerings, and general operating expenses
  • Building Fund: Facility improvements or new construction
  • Missions: Support for missionaries and outreach
  • Benevolence: Helping those in need
  • Special Projects: One-time campaigns with specific goals

Creating a New Cause

1
Navigate to Giving Settings

Go to Giving > Causes or Settings > Giving > Causes.

2
Click Create New Cause

Click the + New Cause button to open the creation form.

[Screenshot: New cause creation form]
3
Configure Cause Details

Fill in the cause information:

  • Name: Clear, descriptive name (e.g., "Youth Camp Scholarships")
  • Description: Explain what funds will be used for
  • Goal Amount: (Optional) Set a fundraising target
  • End Date: (Optional) For time-limited campaigns
  • Image: Add a visual to make the cause compelling
4
Set Visibility

Choose whether the cause appears on the public giving page or is only available for internal tracking.

5
Save and Publish

Save the cause. It will now appear as a giving option for donors.

Campaign Progress Tracking

For causes with goals, track progress in real-time:

[Screenshot: Campaign progress bar showing amount raised vs. goal]
  • Visual progress bar shows percentage of goal reached
  • Total amount raised updates automatically
  • Number of donors displayed
  • Days remaining (for time-limited campaigns)

Sharing Campaigns

Promote your campaign:

  • Share the direct giving link via email or social media
  • Embed a giving widget on your church website
  • Display the QR code in your bulletin or on screen

Managing Causes

Edit a Cause

Click on any cause to edit its details, update the goal, or modify the description.

Close a Campaign

When a time-limited campaign ends:

  1. Navigate to the cause
  2. Click Close Campaign
  3. The cause will no longer accept new donations
  4. Historical giving data is preserved

Archive a Cause

For causes no longer needed, archive them to hide from the giving page while preserving all transaction history.

Best Practice: Create compelling campaign descriptions that explain the impact of donations. Include specific details like "Your gift of $50 provides a week of meals for a family in need."

Giving Features

Powerful tools for church giving

Multiple Payment Methods

Accept credit cards, debit cards, and ACH bank transfers.

Recurring Donations

Weekly, bi-weekly, monthly, and custom recurring schedules.

Giving Campaigns

Create special causes with goals and progress tracking.

Tax Statements

Generate year-end giving statements for tax purposes.

Related Resources

Getting Started
Mobile App
Giving Features

Need More Help?

Our support team can help you set up and manage giving.

Contact Support Back to Learn