Generosity
Giving pages, campaigns and funds, and the gifts that come through them. Pick the guide that matches what you are doing.
- OrganizersSet up funds, campaigns and giving pages, record checks, follow gifts and give refunds.
- DonorsGive from a giving page or your account, manage a recurring gift, and get your statement.
New to giving in Bless Events? Read How giving works first. It takes three minutes.
A gift from start to finish
Who does what, in the order it happens.
Set up
- Organizer
- Creates the funds and campaigns, then a giving page, and shares its link.
- Organizer
- Chooses what members can give to from their account in Portal giving.
A donor gives
- Donor
- Gives one time or on a schedule, from a giving page or their account.
- Bless
- Emails the donor a receipt, and emails your admins about the new gift.
- Organizer
- Records cash and checks handed in.
Every month
- Bless
- Charges each recurring gift on its day, and sends a receipt each time.
- Donor
- Changes the card, changes the amount, or stops the gift.
- Organizer
- Reads Finance › Generosity and exports the gifts for the books.
When needed
- Organizer
- Refunds a gift.
- Donor
- Downloads a giving statement for their taxes.
Updated