OSV Hub Knowledge Base

Delete Additional Pledge Options in Settings

1042 Views 0 Likes

USCCB National Collections

2159 Views 7 Likes

Update a Managed Gift for a Managed Account

750 Views 0 Likes

Restart with Text to Give

734 Views 0 Likes

Time Frames Explained

320 Views 0 Likes

Adjust Permissions of Current Users

303 Views 0 Likes

The National Collection for the Archdiocese for the Military Services, USA (AMS)

764 Views 0 Likes

Edit User Permissions

758 Views 0 Likes

Cancel a Staff Member Invitation

773 Views 0 Likes

Resend a Staff Member Invitation

670 Views 0 Likes

Update a Pledge Gift Payment Plan on the Donor's Site

70 Views 0 Likes

Edit a Customized Pledge Statement Email

896 Views 0 Likes

Update a Pledge Amount on the Donor Site

809 Views 0 Likes

Getting Started with Additional Pledge Options.

471 Views 0 Likes

Unsubscribe from Pledge Update Emails

413 Views 0 Likes

Set Pledge Options for Managed Pledges

914 Views 0 Likes

View in the Directory whether a pledge has donor responses to Additional Pledge Options

833 Views 0 Likes

Record and Update Donor Pledge Options when Manually Entering a Pledge

924 Views 0 Likes

View Additional Pledge Options from the Public Site

804 Views 0 Likes

Edit Additional Pledge Options within the Fund

721 Views 0 Likes

About Additional Pledge Options

1388 Views 1 Like

About Pledge Batches

1095 Views 0 Likes

Edit Additional Pledge Options in Settings

998 Views 0 Likes

Edit a Customized Thank You Email for Donor Pledges

715 Views 0 Likes

Set up Custom Thank You Emails for Donors who Make Pledges

680 Views 0 Likes

Set up Custom Pledge Statements

741 Views 0 Likes

Send a Customized Thank You Email to Donors who Make Pledges

938 Views 0 Likes

Send a Customized Pledge Statement to Donors

897 Views 0 Likes

Update Pledge From the Pledge Batch Details Screen

1304 Views 0 Likes

Record a Physical Pledge Gift

730 Views 0 Likes

Hide a Completed Pledge

747 Views 0 Likes

Record a Pledge

1024 Views 1 Like

Update a Pledge from the Donor Detail Page

939 Views 1 Like

Pledges Import

1140 Views 0 Likes

View Pledge Batches

1140 Views 0 Likes

Hide or Show Campaign Information on the Public Site

693 Views 0 Likes

How a Donor Gives an Initial Deposit on a Pledge

805 Views 0 Likes

How a Donor Adds a Pledge Gift Note

778 Views 0 Likes

Use Filters to View Pledges for a Fund

685 Views 0 Likes

How Staff can View and Track Pledge Progress

783 Views 0 Likes

Mark a Pledge as Complete

830 Views 0 Likes

Add a Gift while Tracking a Pledge

726 Views 0 Likes

How Donors Can View and Track Pledge Progress on the Public Site

836 Views 0 Likes

Getting Started with Pledges

967 Views 0 Likes

Attribute a Gift to a Pledge

804 Views 0 Likes

When Donors Can and Cannot See the Online Pledge Button

715 Views 0 Likes

How Pledges Work Within a Campaign

793 Views 0 Likes

Remove a Gift From a Pledge

917 Views 0 Likes

Remove a Transaction from a Pledge on the Public Site

368 Views 0 Likes

Create Additional Pledge Options in Settings

481 Views 0 Likes

View Pledge Detail Page

324 Views 1 Like

Drag and Drop Images

1068 Views 1 Like

Change or Delete the Current Image on a Fund

1114 Views 0 Likes

Save an Image to a Computer

1040 Views 0 Likes

Add an Image to an Existing Fund

1621 Views 5 Likes

Select a Different Deposit Account for a Fund

986 Views 1 Like

Upload an Image when Creating a Fund

1144 Views 2 Likes

Getting Started with Images

1202 Views 2 Likes

Enable and Disable Gift Notes for an Existing Fund

1224 Views 0 Likes

Remove a Campaign

873 Views 1 Like

Update Campaign Dates

779 Views 0 Likes

About Campaigns

838 Views 0 Likes

Getting Started with Funds

976 Views 0 Likes

Disable a Custom Email Thank You Message

846 Views 0 Likes

Add or Edit a Custom Email Thank You Message

870 Views 0 Likes

Make a New Internal Only Fund a Campaign

770 Views 0 Likes

Delete Internal Only Fund

796 Views 1 Like

Set up a New Internal Only Fund

930 Views 0 Likes

Internal Only Funds

862 Views 1 Like

Campaign Dashboard Cards

814 Views 0 Likes

Fund Number

958 Views 2 Likes

About Funds

969 Views 0 Likes

Credit Card Offset for Individual Funds

878 Views 0 Likes

Create a Campaign

965 Views 2 Likes

Set up a New Online Fund

2732 Views 4 Likes

Online Giving Fund Images

5177 Views 29 Likes

Gift Frequency Options

870 Views 3 Likes

Edit Fund Settings

903 Views 0 Likes

Archive a Fund

1098 Views 2 Likes

Schedule a Fund

803 Views 0 Likes

Run a Pledge Report from the Fund Detail Screen

774 Views 0 Likes

About the Diocesan Fund External ID

529 Views 0 Likes

Add or Edit a Fund Custom Confirmation Message

661 Views 0 Likes

Getting Started with Campaigns

454 Views 0 Likes

Campaign Information on the Public Fund Detail Page

712 Views 0 Likes

About the Public Site Fund List

693 Views 0 Likes

Launch Public Fund List Page

757 Views 0 Likes

Archive Internal Only Fund

724 Views 0 Likes

Set General Ledger Number From an Existing Form

711 Views 0 Likes

Campaign Fund List

666 Views 0 Likes

Campaign Details

773 Views 0 Likes

Set Up a Fund to Enable Donors to Make Online Pledges

779 Views 0 Likes

Make a Fund a Featured Fund or Remove a Fund as Featured

689 Views 0 Likes

Edit Suggested Gift

631 Views 0 Likes

Edit Fund Description

531 Views 0 Likes

Copy Fund URL

416 Views 0 Likes

View Contribution Details

512 Views 0 Likes

About Featured Funds

737 Views 0 Likes

Reactivate an Archived Fund

623 Views 0 Likes

Gift Parameter

350 Views 2 Likes

Public Gift Options

587 Views 2 Likes

Edit Active Contributor

1082 Views 1 Like

Change Organization Public Image

821 Views 0 Likes

Change Organization Primary Address

669 Views 0 Likes

Change Organization Contact Information

829 Views 0 Likes

Change Organization Name

993 Views 0 Likes

Track and Verify Multiple System Entries

500 Views 0 Likes

Staff can Disable Two-factor Authentication

669 Views 0 Likes

Enable Two-factor Authentication

874 Views 0 Likes

Edit Deposit Accounts

931 Views 0 Likes

About Multiple Merchant Deposit Accounts

1041 Views 2 Likes

Church Manager Giving Settings

842 Views 0 Likes

Set Online Giving Phone Number

531 Views 0 Likes

Tracking Gifts by Source

870 Views 0 Likes

Definitions for Terms

566 Views 3 Likes

Gift Status Filters

807 Views 1 Like

Edit Giving Settings

794 Views 1 Like

Edit Managed Account Settings

818 Views 1 Like

Getting Started with Settings

1253 Views 0 Likes

About Credit Card Offset Processing Costs

1025 Views 6 Likes

Edit Default Guest Envelope Number

946 Views 0 Likes

Edit Offset Processing Costs

978 Views 1 Like

Credit Card/ACH Monthly Statements

585 Views 7 Likes

About the Giving Dashboard

682 Views 0 Likes

Online Giving Resources and Downloads

5144 Views 15 Likes

Giving Admin Summary

628 Views 1 Like

OSV Giving Admin Setup Checklist

813 Views 0 Likes

About Payment Card Industry Data Security Standard (PCI DSS)

350 Views 0 Likes

Make an Associated Organization Inactive

468 Views 0 Likes

Email a Report to Associated Organizations

904 Views 0 Likes

Getting Started with Associated Organizations

742 Views 0 Likes

Download Associated Organization Giving Site Links

922 Views 0 Likes

Preselect a Parish for Gifts

881 Views 0 Likes

Delete an Associated Organization

735 Views 0 Likes

Delete an Associated Organization Address

712 Views 0 Likes

Edit Associated Organization Reporting Email

737 Views 0 Likes

Update Associated Organization Contact Information

737 Views 0 Likes

Edit Associated Organization Address

720 Views 0 Likes

Update Associated Organization Details

857 Views 0 Likes

View Associated Organizations

684 Views 0 Likes

Add an Associated Organization

814 Views 0 Likes

About Associated Organizations

881 Views 0 Likes

Enable Associated Organizations

999 Views 0 Likes

Edit Associated Organization Setting

768 Views 0 Likes

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

977 Views 0 Likes

Add a Trusted Device with Two-factor Authentication

759 Views 0 Likes

Donors can Disable Two-factor Authentication

804 Views 0 Likes

Donors can Enable Two-factor Authentication

828 Views 1 Like

About Two-factor Authentication

982 Views 0 Likes

Void Transactions

744 Views 0 Likes

View the Source of a Gift from the Gift Detail Page

442 Views 0 Likes

Donor Email Preferences

993 Views 0 Likes

Add a Managed Account for Church Manager

400 Views 0 Likes

Add Multiple Managed Accounts

942 Views 0 Likes

Remove a Managed Account

815 Views 0 Likes

Search for Accounts in Online Giving

442 Views 0 Likes

Convert a Managed Gift to a Self-Managed Gift

798 Views 0 Likes

How a Donor Updates a Gift

1602 Views 7 Likes

How a Donor Updates an Expiration Date on a Payment Method

793 Views 1 Like

Delete a Payment Method on an Account

769 Views 1 Like

How a Donor Deletes a Payment Method

764 Views 0 Likes

Update the Expiration Date on a Payment Method

775 Views 1 Like

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

840 Views 0 Likes

Avoid Duplicating a Managed Account with an Existing Address

746 Views 0 Likes

Avoid Duplicating a Managed Account with an Existing Email Address

754 Views 0 Likes

Avoid Duplicating a Managed Account with an Existing Donor Name

741 Views 0 Likes

How the Donor Accepts an Invitation to Self Manage the Account

949 Views 0 Likes

Convert a Managed Account to a Self Managed Account

1112 Views 1 Like

Resend the Invitation to Self Manage an Account

784 Views 0 Likes

Cancel an Invitation to Self Manage an Account

895 Views 0 Likes

Update a Donor’s Managed Account Address

830 Views 0 Likes

Add or Change a Managed Account Default Email Address

1000 Views 1 Like

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

921 Views 0 Likes

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

841 Views 0 Likes

Add a Managed Account Payment Method

1037 Views 0 Likes

Add a Managed Gift

949 Views 0 Likes

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

786 Views 0 Likes

Account Types

1077 Views 1 Like

How a Donor Cancels a Pledge Gift

760 Views 0 Likes

Create a New Account on the Public Site

820 Views 0 Likes

How a Donor Creates an Account when Creating a Gift

1390 Views 1 Like

How Returning Donors Sign into the Public Site

1126 Views 0 Likes

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

736 Views 0 Likes

About Managed Accounts

1315 Views 3 Likes

Reset Donor Password

802 Views 0 Likes

How a Donor Creates a Gift to Give Now

996 Views 0 Likes

How a Donor Creates a Gift For a Pledge

843 Views 0 Likes

Add a Managed Account for Online Giving

1097 Views 0 Likes

Refund a Donor Account for a Removed Donor

474 Views 0 Likes

Remove Donor Account

555 Views 1 Like

Donor Option to Increase Donation when Using a Credit Card

1022 Views 1 Like

Edit a Note on a Donor Record

823 Views 0 Likes

Delete a Note on a Donor Record

692 Views 0 Likes

Add a Note to Donor Record

797 Views 0 Likes

Update Missing Envelope Numbers

895 Views 1 Like

Unmatch Directory and Public Accounts

599 Views 1 Like

Refund a Contribution through an Online Giving Fund

472 Views 0 Likes

Ideas to Increase Your Donors

441 Views 0 Likes

Making a New Gift

630 Views 8 Likes

Attribute a Transaction to a Pledge from the Public Site

518 Views 0 Likes

How Donors Download Tax Statements

955 Views 0 Likes

Refund a Contribution through a Donor Account

458 Views 0 Likes

Resend an email invitation

307 Views 0 Likes

About Activity History

274 Views 0 Likes

View and Manage Invitations for Imported Accounts

1178 Views 0 Likes

About Invitations for Online Giving Accounts

1085 Views 0 Likes

Customize Email Invitations Sent to Donors

922 Views 1 Like

Accept an Invitation to Create an Online Giving Account

840 Views 0 Likes

Search Invitations

785 Views 0 Likes

Accounts Import for Invitations

1702 Views 1 Like

Getting Started with Offerings

865 Views 0 Likes

Delete a Physical Offering

831 Views 0 Likes

Edit the Name and Date of a Batch of Physical Offerings Prior to Posting

871 Views 0 Likes

Locate and View a Specific Physical Offerings Batch

865 Views 0 Likes

Edit a Physical Offering

884 Views 0 Likes

Add an Offering to Create a Batch and Post it

1062 Views 2 Likes

Small Physical Contributions

782 Views 0 Likes

About Physical Offerings

1022 Views 0 Likes

Reconcile a Batch with a Bank Statement

1014 Views 0 Likes

Add a Guest Family when Adding an Offering to Create a Batch

555 Views 0 Likes

Add Text to Give Fund Code to an Existing Fund

771 Views 0 Likes

Text to Give uses an easy Conversational Format

789 Views 0 Likes

How a Donor Adds a Phone Number to an Online Giving Account when Texting a One Time Gift

778 Views 0 Likes

How a Donor Texts to Give using an existing Online Giving Account

910 Views 1 Like

About How a Donor Texts to Give

865 Views 0 Likes

How a Donor Creates an Account when Texting a One Time Gift

914 Views 2 Likes

About the Text to Give Fund Code

1213 Views 1 Like

About Text to Give

1047 Views 7 Likes

Edit Text to Give Default Fund

808 Views 0 Likes

Create a Text to Give Fund Code When Setting up a New Online Fund

904 Views 0 Likes

View Text to Give Settings

952 Views 1 Like

Run a Tax Report from the Reporting Menu

1254 Views 10 Likes

Campaign Report Summary Report View

787 Views 0 Likes

Campaign Report Summary with Charts Report View

789 Views 0 Likes

Campaign Report Detail Report View

954 Views 0 Likes

Organization List Report

552 Views 0 Likes

Pledge Response Report

947 Views 0 Likes

Reconciliation Report

1427 Views 11 Likes

View Transaction Details for the Giving Detail Report

961 Views 0 Likes

Run a Tax Report for a Member from Online Giving

1419 Views 1 Like

About Forecast Report

808 Views 1 Like

Donor List Report

999 Views 4 Likes

Getting Started with Reports

892 Views 0 Likes

Forecast Report

722 Views 1 Like

Online Gift Analysis Report

1021 Views 0 Likes

About Pledge Reports

838 Views 0 Likes

Run a Pledge Report from Reporting in Giving

997 Views 0 Likes

Campaign Report

977 Views 0 Likes

Gift Notes Report

943 Views 0 Likes

Giving Detail Report

1399 Views 4 Likes

About ACH Corrections and Rejections System Impacts and Reports

795 Views 1 Like

Online Transaction Analysis Report

1242 Views 15 Likes

Offering Report

580 Views 0 Likes

Window Envelope Size and Format

528 Views 0 Likes

Offering Report Detail Report View

235 Views 0 Likes

Offering Report Summary Report View

238 Views 0 Likes

Edit Accounting Export Setting

839 Views 0 Likes

Online Giving Exports for Church Management Systems

1371 Views 2 Likes

Diocesan Development Manager (DDM) Lockbox Exports with Pledges

806 Views 0 Likes

ParishSoft Lockbox Pledges Exports

835 Views 0 Likes

ParishSOFT Family Suite with Pledges Export

727 Views 1 Like

Accounting Exports for Online Giving

1176 Views 0 Likes

Export Form Transactions

796 Views 1 Like

Cancel, Resume or Pause a Gift in Giving

710 Views 1 Like

Pause and Resume a Gift on the Donor's Site

47 Views 0 Likes

Cancel a Pledge on the Donor Site

45 Views 0 Likes