Organizers
You set up where gifts go and where donors give, record what comes in by hand, and follow every gift in Finance.
- Funds and campaignsWhere the money goes, and the appeal it answers.
- Giving pagesCreate a page in five steps, share it, and read how it is doing.
- Portal givingWhat members can give to from their account.
- Record an offline giftCash or a check someone handed in.
- Donations and refundsEvery gift in Finance, one gift's details, export and refund.
Want it all on one page? Use the checklist.
Three things to know first
- Generosity is for setup. Finance is for the numbers. You build funds, campaigns and pages in Generosity. You see the gifts in Finance › Generosity.
- Connect Stripe first. A giving page takes gifts through Stripe. Finish connecting Stripe in Settings before you create a page.
- Bless sends the receipts. Each online gift and each recurring charge emails the donor a receipt. Offline gifts do not.
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