Checklist

Before you start

• Connect Stripe in Settings. Giving pages need it.
• Create your funds, with the GL codes your bookkeeper uses.
• Create a campaign for each appeal, with its appeal code.

Open giving

• Create a giving page and publish it.
• Copy its link into your emails, website and social posts.
• Set up Portal giving so members can give from their account.

Every week

• Record the checks and cash that came in.
• Read Finance › Generosity.
• Look for gifts marked Past due or Failed in Transactions.

When asked

• Refund a gift.
• Stop a recurring gift.
• Send a donor to Your giving for their statement.

Month end and year end

• Export the gifts for the period, for your books.
• Archive giving pages and campaigns that are over.