Donor Accounts

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Resend an email invitation

321 Views 0 Likes
Create a New Account on the Public Site

821 Views 0 Likes
Update Missing Envelope Numbers

897 Views 1 Like
Refund a Contribution through an Online Giving Fund

477 Views 0 Likes
Making a New Gift

632 Views 8 Likes
Attribute a Transaction to a Pledge from the Public Site

520 Views 0 Likes
How Donors Download Tax Statements

960 Views 0 Likes
Refund a Contribution through a Donor Account

466 Views 0 Likes
About Activity History

280 Views 0 Likes
About Managed Accounts

1321 Views 3 Likes
Reset Donor Password

805 Views 0 Likes
How a Donor Creates a Gift to Give Now

1004 Views 0 Likes
How a Donor Creates a Gift For a Pledge

851 Views 0 Likes
Add a Managed Account for Online Giving

1102 Views 0 Likes
Refund a Donor Account for a Removed Donor

478 Views 0 Likes
Remove Donor Account

557 Views 1 Like
Donor Option to Increase Donation when Using a Credit Card

1029 Views 1 Like
Edit a Note on a Donor Record

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Delete a Note on a Donor Record

695 Views 0 Likes
Add a Note to Donor Record

798 Views 0 Likes
Unmatch Directory and Public Accounts

604 Views 1 Like
Ideas to Increase Your Donors

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Turn a Donor’s Account Email Pledge Updates Off or On

983 Views 0 Likes
Add a Trusted Device with Two-factor Authentication

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Donors can Disable Two-factor Authentication

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Donors can Enable Two-factor Authentication

831 Views 1 Like
About Two-factor Authentication

986 Views 0 Likes
Void Transactions

752 Views 0 Likes
View the Source of a Gift from the Gift Detail Page

445 Views 0 Likes
Donor Email Preferences

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Add a Managed Account for Church Manager

403 Views 0 Likes
Add Multiple Managed Accounts

959 Views 0 Likes
Remove a Managed Account

819 Views 0 Likes
Search for Accounts in Online Giving

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Convert a Managed Gift to a Self-Managed Gift

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How a Donor Updates a Gift

1613 Views 7 Likes
How a Donor Updates an Expiration Date on a Payment Method

798 Views 1 Like
Delete a Payment Method on an Account

773 Views 1 Like
How a Donor Deletes a Payment Method

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Update the Expiration Date on a Payment Method

778 Views 1 Like
Avoid Duplicating a Managed Account with an Existing Envelope Number or External ID

845 Views 0 Likes
Avoid Duplicating a Managed Account with an Existing Address

749 Views 0 Likes
Avoid Duplicating a Managed Account with an Existing Email Address

757 Views 0 Likes
Avoid Duplicating a Managed Account with an Existing Donor Name

746 Views 0 Likes
How the Donor Accepts an Invitation to Self Manage the Account

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Convert a Managed Account to a Self Managed Account

1121 Views 1 Like
Resend the Invitation to Self Manage an Account

787 Views 0 Likes
Cancel an Invitation to Self Manage an Account

898 Views 0 Likes
Update a Donor’s Managed Account Address

836 Views 0 Likes
Add or Change a Managed Account Default Email Address

1004 Views 1 Like
Turn a Donor’s Account Email Gift Reminder Off or On

924 Views 0 Likes
Update a Donor’s Managed Account Name, Phone Number, or Email Address

845 Views 0 Likes
Add a Managed Account Payment Method

1045 Views 0 Likes
Add a Managed Gift

954 Views 0 Likes
How a Donor adds a Mobile Phone Number to an Online Giving Account

793 Views 0 Likes
Account Types

1083 Views 1 Like
How a Donor Cancels a Pledge Gift

765 Views 0 Likes
How a Donor Creates an Account when Creating a Gift

1407 Views 2 Likes
How Returning Donors Sign into the Public Site

1134 Views 0 Likes
Create a New Donor Provided Default Email When Adding a Managed Account

743 Views 0 Likes
Pause and Resume a Gift on the Donor's Site

49 Views 0 Likes
Cancel a Pledge on the Donor Site

47 Views 0 Likes

Donor Accounts

Resend an email invitation

Create a New Account on the Public Site

Update Missing Envelope Numbers

Refund a Contribution through an Online Giving Fund

Making a New Gift

Attribute a Transaction to a Pledge from the Public Site

How Donors Download Tax Statements

Refund a Contribution through a Donor Account

About Activity History

About Managed Accounts

Reset Donor Password

How a Donor Creates a Gift to Give Now

How a Donor Creates a Gift For a Pledge

Add a Managed Account for Online Giving

Refund a Donor Account for a Removed Donor

Remove Donor Account

Donor Option to Increase Donation when Using a Credit Card

Edit a Note on a Donor Record

Delete a Note on a Donor Record

Add a Note to Donor Record

Unmatch Directory and Public Accounts

Ideas to Increase Your Donors

Turn a Donor’s Account Email Pledge Updates Off or On

Add a Trusted Device with Two-factor Authentication

Donors can Disable Two-factor Authentication

Donors can Enable Two-factor Authentication

About Two-factor Authentication

Void Transactions

View the Source of a Gift from the Gift Detail Page

Donor Email Preferences

Add a Managed Account for Church Manager

Add Multiple Managed Accounts

Remove a Managed Account

Search for Accounts in Online Giving

Convert a Managed Gift to a Self-Managed Gift

How a Donor Updates a Gift

How a Donor Updates an Expiration Date on a Payment Method

Delete a Payment Method on an Account

How a Donor Deletes a Payment Method

Update the Expiration Date on a Payment Method

Avoid Duplicating a Managed Account with an Existing Envelope Number or External ID

Avoid Duplicating a Managed Account with an Existing Address

Avoid Duplicating a Managed Account with an Existing Email Address

Avoid Duplicating a Managed Account with an Existing Donor Name

How the Donor Accepts an Invitation to Self Manage the Account

Convert a Managed Account to a Self Managed Account

Resend the Invitation to Self Manage an Account

Cancel an Invitation to Self Manage an Account

Update a Donor’s Managed Account Address

Add or Change a Managed Account Default Email Address

Turn a Donor’s Account Email Gift Reminder Off or On

Update a Donor’s Managed Account Name, Phone Number, or Email Address

Add a Managed Account Payment Method

Add a Managed Gift

How a Donor adds a Mobile Phone Number to an Online Giving Account

Account Types

How a Donor Cancels a Pledge Gift

How a Donor Creates an Account when Creating a Gift

How Returning Donors Sign into the Public Site

Create a New Donor Provided Default Email When Adding a Managed Account

Pause and Resume a Gift on the Donor's Site

Cancel a Pledge on the Donor Site