Online Giving

Online Giving lets you give to your church with a card or from a bank account. You can see your own gifts. People with the right access can see everyone's gifts. People who do not have an account can give from a public page.

Where: In the menu, click Online Giving, then Give. On a phone, tap More, then Online Giving.

Who can use this: Give and My Donations are for any person who is logged in. They do not depend on a setting in Role Management. Donations Manager shows in the menu only for a role that has Edit access to Finance Tracker.

Online Giving does not show in the menu until your church has connected a Stripe account. The Give link inside it shows only on Sundays, unless your church turns on Online Giving Available All Week. To connect Stripe or change that setting, see Customization.

Give online

1. In the menu, click Online Giving, then Give.
2. In Amount You are Giving:, type the amount. It must be at least 1.
3. Under Payment Method:, choose Credit/Debit Card or Bank Account (ACH).
4. Look at Bank Fees, Total and Church Receives.
5. Click Connect through Stripe.
6. Under Review Details, check You Donate, Total Fees (included) and Church Receives.
7. Enter your payment details in the form below.
8. Click Donate.

The amount you type is the Total. The fees are taken out of it, and Church Receives shows what is left. Your name and email come from your account.

To change the amount or the payment method, click Change on the Review Details screen. To stop, click Cancel.

When the gift goes through, you see Donation confirmed! with the same three amounts. Click Back to Donate to give again.

Give without an account

Your church can share a public giving page. Its address ends with /online-giving/ and your church's domain. You do not log in to use it.

1. Open the public giving page.
2. In Amount You are Giving:, type the amount.
3. In Your Name, type your name.
4. In Your Email, type your email.
5. Under Payment Method:, choose Credit/Debit Card or Bank Account (ACH).
6. Click Connect through Stripe.
7. Enter your payment details in the form below.
8. Click Donate.

You cannot click Connect through Stripe until the amount is at least 1 and you have filled in your name and your email. The review and the confirmation screens are the same as in Give online. The page shows the church's name and links to the Terms of Service and the Privacy Policy.

See your own gifts

1. In the menu, click Online Giving, then Give.
2. At the top of the page, click My Donations.

Note: My Donations is a tab on the Give page. On a day when Give is not in the menu, you cannot open My Donations from the menu.

The list shows Date, Amount and Status for each gift, newest first. Click a column heading to sort. A Status of succeeded shows green, In Progress shows yellow, Rejected shows red, and any other status shows blue.

Show gifts from certain dates

1. On My Donations, click Select a Date Range.
2. Click the first day on the calendar.
3. Click the last day.

The calendar closes and the list shows only gifts from those days. To see all gifts again, click Reset Filters.

Export your gifts

1. On My Donations, click Export Finance Data. On a phone, the button says Export.
2. In the Export My Donations window, under Export format, choose .csv file or .xls file.
3. Click Download.

The window tells you how many gifts it will export. It exports only the gifts the list shows now, so set the date range first. The file has these columns: Donation ID, Donor Name, Amount, Type, Status and Created Date.

Look up everyone's gifts

1. In the menu, click Online Giving, then Donations Manager.
2. To find a person, type a name in Search members.
3. To show certain dates, click Select a Date Range, then click the first day and the last day.

The list shows Date, Name, Type and Amount. Click a column heading to sort. To clear the search and the dates, click Reset Filters.

Export everyone's gifts

1. On Donations Manager, set the search and the date range you want.
2. Click Export Finance Data.
3. In the Export Donations Data window, under Export format, choose .csv file or .xls file.
4. Click Download.

Download stays off until you choose a format and the list has at least one gift. The file has the same columns as the export from My Donations.

Give in the phone app on an iPhone

In the phone app on an iPhone, Payment Method: shows only Credit/Debit Card. The Bank Account (ACH) choice does not show. This is the same on the public giving page. Everything else works the same. For more about the phone app, see Use Project Go Hub on a phone.

Choose the days Give is available

1. In the menu, click Settings, then Customization.
2. Click Online Giving Settings.
3. Turn Online Giving Available All Week on or off.
4. Click Save Changes.

When the switch is on, Give is in the menu every day. When it is off, Give is in the menu only on Sundays. If you open the Give page on another day, you see Online Giving Unavailable, and Project Go Hub takes you to the dashboard. You need Edit access to Customization, set in Role Management, to change the switch.

If something goes wrong