Giving

Dashboard

• Giving Dashboard Summary

My Giving

• Giving Experience
• My Giving
• Suggested Donation Amounts
• Creating and Managing your Giving Passcode
• Covering Transaction Fees

Transactions

• Transactions Page
• Editing Transactions as an Administrator
• Manual Entry - Cash & Non-Cash Transactions
• Changing Recurring Gifts
• Canceling Recurring Gifts
• Pledges

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Reconcile + Campaigns

• Reconciliation & Reporting Tools
• Giving Campaigns

Appeals + Funds

• Managing Funds
• Appeals

Statements + Receipts

• End of Year Giving Statements
• Giving Receipts

FAQ

• Tips to Increase Weekday Generosity
• FACTS Gift Processing
• Processing Fees: Frequently Asked Questions
• Returned Gifts & Issues with Donor Payments
• Personalized Giving Link
• The Grow Plan