Giving Frequently Asked Questions

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A donor submitted a donation and wants a refund the same day, but why don’t I see the refund option?

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Are there any Giving resources I can download?

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Can I add an image or logo to my public Funds page?

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Can I customize the colors of OSV Hub to match my organization?

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Can I link an account from Directory to a new Managed Account?

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Can I print a tax statement for a self-managed account?

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Can I set or change images for my Funds?

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Can you explain the data that the Online Giving Donors card is showing?

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Do I need to schedule a fund date?

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Does a managed account have to use the default Managed Account Email Address?

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Does OSV Giving support multiple bank accounts?

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How can I add a managed giver account?

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How can I change the frequency of the Admin Summary?

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How can I customize my email invitation?

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How can I find a pledge balance?

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How can I merge donor accounts?

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How can I re-send my email invitation?

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How can I see who has accepted my email invitation?

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How can I tell a self-managed account apart from a managed giver?

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How can I view mobile contributions given via Text to Give only?

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How do I check or enter envelope numbers for donors?

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How do I edit a fund?

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How do I invite new donors?

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How do I match an Online Giving Family to a Directory Family?

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How do I pause a donor’s donation?

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How do I put a fund in draft mode?

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How do I reactivate an archived fund?

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How do I use the Reconcile Batches page?

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Is there a campaign report?

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Is there a report that allows me to see donors’ scheduled gifts?

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Is there a report that shows who has paused or cancelled their donation?

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Is there a report that will show if a donor is giving weekly, monthly, one time, etc.?

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What are Gift Notes?

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What do I look at for a bank deposit discrepancy?

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What does ‘New Gifts Created’ mean on the Giving Summary card?

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What does SAQ type A mean?

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What happens when a fund is archived?

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What is a Default Guest Envelope Number?

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What is a Fund?

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What is a managed account?

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What is a managed gift?

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What is an Account?

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What is an Active Donor?

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What is an External ID?

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What is an Internal Only Fund?

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What is the ‘Offset Processing Costs’ feature?

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What report should I run to manually post my donors’ contributions?

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What report should I use to reconcile my bank statement?

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What’s the difference between a managed account and a managed gift?

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Where are this family’s contributions?

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Where does a donor see the Fund Description?

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Why can’t a donor edit a payment method?

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Why can’t I delete a payment method on file for a donor?

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Where can I find the Activity History card?

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Giving Frequently Asked Questions

A donor submitted a donation and wants a refund the same day, but why don’t I see the refund option?

Are there any Giving resources I can download?

Can I add an image or logo to my public Funds page?

Can I customize the colors of OSV Hub to match my organization?

Can I link an account from Directory to a new Managed Account?

Can I print a tax statement for a self-managed account?

Can I set or change images for my Funds?

Can you explain the data that the Online Giving Donors card is showing?

Do I need to schedule a fund date?

Does a managed account have to use the default Managed Account Email Address?

Does OSV Giving support multiple bank accounts?

How can I add a managed giver account?

How can I change the frequency of the Admin Summary?

How can I customize my email invitation?

How can I find a pledge balance?

How can I merge donor accounts?

How can I re-send my email invitation?

How can I see who has accepted my email invitation?

How can I tell a self-managed account apart from a managed giver?

How can I view mobile contributions given via Text to Give only?

How do I check or enter envelope numbers for donors?

How do I edit a fund?

How do I invite new donors?

How do I match an Online Giving Family to a Directory Family?

How do I pause a donor’s donation?

How do I put a fund in draft mode?

How do I reactivate an archived fund?

How do I use the Reconcile Batches page?

Is there a campaign report?

Is there a report that allows me to see donors’ scheduled gifts?

Is there a report that shows who has paused or cancelled their donation?

Is there a report that will show if a donor is giving weekly, monthly, one time, etc.?

What are Gift Notes?

What do I look at for a bank deposit discrepancy?

What does ‘New Gifts Created’ mean on the Giving Summary card?

What does SAQ type A mean?

What happens when a fund is archived?

What is a Default Guest Envelope Number?

What is a Fund?

What is a managed account?

What is a managed gift?

What is an Account?

What is an Active Donor?

What is an External ID?

What is an Internal Only Fund?

What is the ‘Offset Processing Costs’ feature?

What report should I run to manually post my donors’ contributions?

What report should I use to reconcile my bank statement?

What’s the difference between a managed account and a managed gift?

Where are this family’s contributions?

Where does a donor see the Fund Description?

Why can’t a donor edit a payment method?

Why can’t I delete a payment method on file for a donor?

Where can I find the Activity History card?