Donor Accounts

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Resend an email invitation

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

1137 Views 0 Likes
Update Missing Envelope Numbers

1221 Views 3 Likes
Refund a Contribution through an Online Giving Fund

635 Views 0 Likes
Making a New Gift

853 Views 10 Likes
Attribute a Transaction to a Pledge from the Public Site

713 Views 0 Likes
How Donors Download Tax Statements

1343 Views 0 Likes
Refund a Contribution through a Donor Account

733 Views 0 Likes
About Activity History

515 Views 0 Likes
About Managed Accounts

1818 Views 3 Likes
Reset Donor Password

1148 Views 0 Likes
How a Donor Creates a Gift to Give Now

1392 Views 0 Likes
How a Donor Creates a Gift For a Pledge

1201 Views 0 Likes
Add a Managed Account for Online Giving

1609 Views 1 Like
Refund a Donor Account for a Removed Donor

654 Views 0 Likes
Remove Donor Account

841 Views 2 Likes
Donor Option to Increase Donation when Using a Credit Card

1446 Views 1 Like
Edit a Note on a Donor Record

1169 Views 0 Likes
Delete a Note on a Donor Record

962 Views 0 Likes
Add a Note to Donor Record

1103 Views 0 Likes
Unmatch Directory and Public Accounts

894 Views 1 Like
Ideas to Increase Your Donors

607 Views 0 Likes
Turn a Donor’s Account Email Pledge Updates Off or On

1308 Views 0 Likes
Add a Trusted Device with Two-factor Authentication

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Donors can Disable Two-factor Authentication

1150 Views 1 Like
Donors can Enable Two-factor Authentication

1194 Views 1 Like
About Two-factor Authentication

1458 Views 0 Likes
Void Transactions

1117 Views 1 Like
View the Source of a Gift from the Gift Detail Page

624 Views 0 Likes
Donor Email Preferences

1335 Views 0 Likes
Add a Managed Account for Church Manager

621 Views 0 Likes
Add Multiple Managed Accounts

1550 Views 0 Likes
Remove a Managed Account

1135 Views 0 Likes
Search for Accounts in Online Giving

669 Views 1 Like
Convert a Managed Gift to a Self-Managed Gift

1092 Views 0 Likes
How a Donor Updates a Gift

2463 Views 12 Likes
How a Donor Updates an Expiration Date on a Payment Method

1128 Views 1 Like
Delete a Payment Method on an Account

1085 Views 1 Like
How a Donor Deletes a Payment Method

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Update the Expiration Date on a Payment Method

1096 Views 1 Like
Avoid Duplicating a Managed Account with an Existing Envelope Number or External ID

1126 Views 0 Likes
Avoid Duplicating a Managed Account with an Existing Address

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

1043 Views 0 Likes
Avoid Duplicating a Managed Account with an Existing Donor Name

1038 Views 0 Likes
How the Donor Accepts an Invitation to Self Manage the Account

1340 Views 0 Likes
Convert a Managed Account to a Self Managed Account

1594 Views 2 Likes
Resend the Invitation to Self Manage an Account

1126 Views 0 Likes
Cancel an Invitation to Self Manage an Account

1248 Views 0 Likes
Update a Donor’s Managed Account Address

1141 Views 0 Likes
Add or Change a Managed Account Default Email Address

1351 Views 1 Like
Turn a Donor’s Account Email Gift Reminder Off or On

1283 Views 0 Likes
Update a Donor’s Managed Account Name, Phone Number, or Email Address

1178 Views 0 Likes
Add a Managed Account Payment Method

1492 Views 0 Likes
Add a Managed Gift

1370 Views 0 Likes
How a Donor adds a Mobile Phone Number to an Online Giving Account

1127 Views 0 Likes
Account Types

1480 Views 2 Likes
How a Donor Cancels a Pledge Gift

1057 Views 0 Likes
How a Donor Creates an Account when Creating a Gift

2013 Views 2 Likes
How Returning Donors Sign into the Public Site

1559 Views 1 Like
Create a New Donor Provided Default Email When Adding a Managed Account

1111 Views 0 Likes
Pause and Resume a Gift on the Donor's Site

156 Views 0 Likes
Cancel a Pledge on the Donor Site

157 Views 0 Likes
Donor Credit Card Information Updates

43 Views 0 Likes
Update a Managed Gift for a Managed Account

1081 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

Donor Credit Card Information Updates

Update a Managed Gift for a Managed Account