Giving

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

  August 10th, 2022 | 560 Views

  This article provides steps to edit the name and date of an offering batch prior ...

  Giving | 0 Likes

• Locate and View a Specific Physical Offerings Batch

  September 29th, 2022 | 525 Views

  This article provides steps to locate and view a specific batch of physical offer...

  Giving | 0 Likes

• Edit a Physical Offering

  March 22nd, 2023 | 558 Views

  This article provides information about editing an offering within a batch of phy...

  Giving | 0 Likes

• Add an Offering to Create a Batch and Post it

  November 22nd, 2022 | 682 Views

  This article provides steps to create a new batch for physical offerings and then...

  Giving | 2 Likes

• Small Physical Contributions

  June 8th, 2022 | 491 Views

  This article explains how small physical offerings of less than $1.00 are able to...

  Giving | 0 Likes

• About Physical Offerings

  May 5th, 2023 | 653 Views

  This article provides information about physical offerings. The Offerings module ...

  Giving | 0 Likes

• Staff can Enable Two-factor Authentication

  June 8th, 2022 | 494 Views

  This article provides steps to enable Two-factor authentication so Staff who have...

  Giving | 0 Likes

• Edit Deposit Accounts

  August 10th, 2022 | 600 Views

  This article provides steps to edit deposit accounts and give them a nickname on ...

  Giving | 0 Likes

• About Multiple Merchant Deposit Accounts

  June 8th, 2022 | 638 Views

  This article describes what the feature multiple merchants is and how it works in...

  Giving | 2 Likes

• Printable Blank Sacrament Certificates

  May 2nd, 2023 | 89 Views

  This article provides blank sacrament certificates for Baptism, First Communion, ...

  Giving | 0 Likes

• Void Transactions

  May 2nd, 2023 | 391 Views

  This article provides steps on how to void a transaction. A user can void a trans...

  Giving | 0 Likes

• Make an Associated Organization Inactive

  July 29th, 2022 | 298 Views

  This article provides steps to make an associated Organization Inactive. An Admin...

  Giving | 0 Likes

• How a Donor Updates a Pledge

  May 19th, 2023 | 518 Views

  This article provides steps for how a Donor updates a Pledge . A Donor can update...

  Giving | 0 Likes

• Campaign Report Summary Report View

  August 10th, 2022 | 492 Views

  This article explains what is included in the results of the Campaign Report Summ...

  Giving | 0 Likes

• Campaign Report Summary with Charts Report View

  June 8th, 2022 | 468 Views

  This article explains what is included in the results of the Campaign Report Summ...

  Giving | 0 Likes

• Email a Report to Associated Organizations

  August 11th, 2022 | 550 Views

  This article provides information about sending emails to report on giving to Ass...

  Giving | 0 Likes

• View the Source of a Gift from the Gift Detail Page

  May 17th, 2023 | 279 Views

  This article provides steps to locate and view the source of a Gift from the Gift...

  Giving | 0 Likes

• Donor Email Preferences

  June 8th, 2022 | 638 Views

  This article provides steps for a donor to manage their email preferences. A dono...

  Giving | 0 Likes

• View and Manage Invitations for Imported Accounts

  May 3rd, 2023 | 688 Views

  This article provides steps to view and manage a list of imported invitations. A ...

  Giving | 0 Likes

• About Invitations for Online Giving Accounts

  October 24th, 2022 | 665 Views

  This article provides information about the process of inviting donors to set up ...

  Giving | 0 Likes

• Customize Email Invitations Sent to Donors

  May 2nd, 2023 | 558 Views

  This article provides steps to customize email invitations sent to donors. The On...

  Giving | 0 Likes

• Add a Managed Account for Church Manager

  August 11th, 2022 | 256 Views

  This article provides steps to create a managed account for a donor when Church M...

  Giving | 0 Likes

• Campaign Report Detail Report View

  August 11th, 2022 | 624 Views

  This article explains what is included in the results of the Campaign Report Deta...

  Giving | 0 Likes

• Accept an Invitation to Create an Online Giving Account

  August 11th, 2022 | 498 Views

  This article describes the donor’s experience when they receive and accept an inv...

  Giving | 0 Likes

• Add Multiple Managed Accounts

  August 11th, 2022 | 608 Views

  This article provides steps to quickly add multiple managed accounts after settin...

  Giving | 0 Likes

• Search Invitations

  June 8th, 2022 | 491 Views

  This article provides steps to search for Invitations. The Online Giving Administ...

  Giving | 0 Likes

• Getting Started with Invitations

  August 2nd, 2022 | 637 Views

  This article provides links to more information about invitations. About Invitati...

  Giving | 0 Likes

• Accounts Import for Invitations

  September 7th, 2022 | 1135 Views

  This article provides information on the file import process to import accounts a...

  Giving | 1 Like

• Organization List Report

  August 11th, 2022 | 345 Views

  This article provides steps to run an Organization List Report. This report is av...

  Giving | 0 Likes

• Church Manager Giving Settings

  June 8th, 2022 | 509 Views

  This article provides information about Church Manager Giving Settings. There are...

  Giving | 0 Likes

• Getting Started with Additional Pledge Options.

  June 8th, 2022 | 286 Views

  This article contains links to more information about Additional Pledge Options. ...

  Giving | 0 Likes

• Getting Started with Associated Organizations

  June 8th, 2022 | 460 Views

  This article contains links to a variety of information about Associated Organiza...

  Giving | 0 Likes

• Download Associated Organization Giving Site Links

  June 30th, 2022 | 570 Views

  This article provides steps to Download a CSV of associated organization links. W...

  Giving | 0 Likes

• Diocesan Development Manager (DDM) Lockbox Exports with Pledges

  May 23rd, 2023 | 497 Views

  This article provides information about the Diocesan Development Manager (DDM) Lo...

  Giving | 0 Likes

• Set Online Giving Phone Number

  June 8th, 2022 | 334 Views

  This article provides steps to set an Online Giving Phone number. A Giving Admini...

  Giving | 0 Likes

• Preselect a Parish for Gifts

  August 11th, 2022 | 512 Views

  This article provides information on how a diocese can direct donors to give a gi...

  Giving | 0 Likes

• ParishSoft Lockbox Pledges Exports

  May 23rd, 2023 | 518 Views

  This article provides information about the ParishSoft Lockbox Pledges exports fo...

  Giving | 0 Likes

• Unsubscribe from Pledge Update Emails

  June 8th, 2022 | 273 Views

  This article provides steps to unsubscribe the donor from receiving pledge update...

  Giving | 0 Likes

• Delete an Associated Organization

  June 8th, 2022 | 466 Views

  This article provides steps to delete an associated organization. Here are the st...

  Giving | 0 Likes

• Delete an Associated Organization Address

  June 8th, 2022 | 434 Views

  This article provides steps to delete an associated organization address. Here ar...

  Giving | 0 Likes

• Edit Associated Organization Reporting Email

  July 1st, 2022 | 451 Views

  This article provides steps to edit the associated organization reporting email. ...

  Giving | 0 Likes

• Update Associated Organization Contact Information

  August 11th, 2022 | 462 Views

  This article provides steps to update the associated organization contact informa...

  Giving | 0 Likes

• Edit Associated Organization Address

  August 11th, 2022 | 445 Views

  This article provides steps to edit the associated organization address. Here are...

  Giving | 0 Likes

• Update Associated Organization Details

  August 11th, 2022 | 538 Views

  This article provides steps to update associated organization details. The name o...

  Giving | 0 Likes

• View Associated Organizations

  June 8th, 2022 | 408 Views

  This article provides steps to view associated organizations. Here are the steps:...

  Giving | 0 Likes

• Add an Associated Organization

  October 3rd, 2022 | 480 Views

  This article provides steps to add an Associated Organization. The main purpose o...

  Giving | 0 Likes

• About Associated Organizations

  August 11th, 2022 | 526 Views

  This article provides information about Associated Organizations. Associated Orga...

  Giving | 0 Likes

• Enable Associated Organizations

  August 12th, 2022 | 627 Views

  This article provides steps for a giving administrator to enable associated organ...

  Giving | 0 Likes

• Remove a Managed Account

  November 14th, 2022 | 516 Views

  This article provides steps to remove a managed account. A staff member can remov...

  Giving | 0 Likes

• Set Pledge Options for Managed Pledges

  August 12th, 2022 | 586 Views

  This article provides steps to set pledge options for managed pledges. A staff me...

  Giving | 0 Likes

• Pledge Response Report

  December 5th, 2022 | 587 Views

  This article provides steps to run a Pledge Response Report. An Administrator can...

  Giving | 0 Likes

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

  June 8th, 2022 | 494 Views

  This article provides steps to view if a pledge has donor responses to additional...

  Giving | 0 Likes

• Record and Update Donor Pledge Options when Manually Entering a Pledge

  August 12th, 2022 | 552 Views

  This article provides steps to view, record and update pledge options when manual...

  Giving | 0 Likes

• View Additional Pledge Options from the Public Site

  June 8th, 2022 | 492 Views

  This article provides steps to launch the public fund detail page to view additio...

  Giving | 0 Likes

• Edit Additional Pledge Options within the Fund

  June 8th, 2022 | 441 Views

  This article provides steps to edit the additional pledge options for the fund af...

  Giving | 0 Likes

• About Additional Pledge Options

  June 8th, 2022 | 851 Views

  This article provides information about Additional Pledge Options. The option to ...

  Giving | 1 Like

• Reconciliation Report

  December 21st, 2022 | 918 Views

  This article provides steps to run and export a Reconciliation Report. The Reconc...

  Giving | 8 Likes

• About Pledge Batches

  August 12th, 2022 | 681 Views

  This article provides information about Pledge Batches. When a Pledge is made, th...

  Giving | 0 Likes

• Search for Accounts in Online Giving

  June 8th, 2022 | 272 Views

  This article provides information on searching for Accounts in Online Giving. The...

  Giving | 0 Likes

• Convert a Managed Gift to a Self-Managed Gift

  June 8th, 2022 | 501 Views

  This article provides steps to convert a managed gift to a self-managed gift. An ...

  Giving | 0 Likes

• How a Donor Updates a Gift

  August 16th, 2022 | 931 Views

  This article describes the steps for a donor to update a gift. A Donor can update...

  Giving | 6 Likes

• Delete Additional Pledge Options in Settings

  August 12th, 2022 | 643 Views

  This article provides steps to delete custom questions for pledges. A staff membe...

  Giving | 0 Likes

• Edit Additional Pledge Options in Settings

  May 19th, 2023 | 613 Views

  This article provides steps to edit custom questions for pledges. The Giving Admi...

  Giving | 0 Likes

• Edit Associated Organization Setting

  August 12th, 2022 | 482 Views

  This article provides steps to set the option on the Settings card to enable asso...

  Giving | 0 Likes

• Edit a Customized Thank You Email for Donor Pledges

  August 12th, 2022 | 447 Views

  This article provides steps to edit a customized thank you email sent to donors f...

  Giving | 0 Likes

• Set up Custom Thank You Emails for Donors who Make Pledges

  June 8th, 2022 | 400 Views

  This article provides steps to set up custom thank you emails for pledges when se...

  Giving | 0 Likes

• Set up Custom Pledge Statements

  May 25th, 2022 | 462 Views

  This article provides steps to set up a customized pledge statement when setting ...

  Giving | 0 Likes

• Send a Customized Thank You Email to Donors who Make Pledges

  August 12th, 2022 | 562 Views

  This article provides steps to send a customized thank you email to donors who ma...

  Giving | 0 Likes

• Send a Customized Pledge Statement to Donors

  August 12th, 2022 | 550 Views

  This article provides steps to send customized pledge statements to donors. A sta...

  Giving | 0 Likes

• Getting Started with Exports

  February 15th, 2023 | 1177 Views

  This article contains links to articles that provide directions on how to complet...

  Giving | 0 Likes

• Update Pledge From the Pledge Batch Details Screen

  December 9th, 2022 | 856 Views

  This article provides steps to update a pledge from the pledge batch screen. The ...

  Giving | 0 Likes

• Record a Physical Pledge Gift

  August 12th, 2022 | 442 Views

  This article provides steps for a Giving Administrator to record a physical gift ...

  Giving | 0 Likes

• About the Diocesan Fund External ID

  August 15th, 2022 | 356 Views

  This article provides information and steps to locate the Fund External ID within...

  Giving | 0 Likes

• Hide a Completed Pledge

  April 13th, 2023 | 468 Views

  This article provides information and steps for both an Administrator and a Donor...

  Giving | 0 Likes

• Record a Pledge

  May 31st, 2023 | 617 Views

  This article provides steps to record a pledge . You can record pledges in the sy...

  Giving | 1 Like

• USCCB National Collections

  February 1st, 2023 | 1319 Views

  The United States Conference of Catholic Bishops list of national collection date...

  Giving | 2 Likes

• Update a Pledge from the Donor Detail Page

  August 15th, 2022 | 560 Views

  This article provides steps for a staff member to update a pledge from the Donor ...

  Giving | 1 Like

• How a Donor Updates an Expiration Date on a Payment Method

  May 4th, 2023 | 475 Views

  This article describes the steps for a  donor  to update an expiration date on a ...

  Giving | 1 Like

• Delete a Payment Method on an Account

  May 4th, 2023 | 486 Views

  This article provides steps to delete a payment method on an account.  Online Giv...

  Giving | 0 Likes

• How a Donor Deletes a Payment Method

  June 8th, 2022 | 469 Views

  This article describes the steps for a donor to delete a payment method on their ...

  Giving | 0 Likes

• Update the Expiration Date on a Payment Method

  May 4th, 2023 | 471 Views

  This article provides steps to update the expiration date on a payment method. On...

  Giving | 1 Like

• Pledges Import

  May 31st, 2023 | 716 Views

  This article provides steps to import pledge data into the system. Church Manager...

  Giving | 0 Likes

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

  June 8th, 2022 | 470 Views

  This article describes the warning users receive when adding a managed account if...

  Giving | 0 Likes

• Avoid Duplicating a Managed Account with an Existing Address

  June 8th, 2022 | 467 Views

  This article describes the warning users receive when adding a managed account if...

  Giving | 0 Likes

• Avoid Duplicating a Managed Account with an Existing Email Address

  June 8th, 2022 | 448 Views

  This article describes the warning users receive when adding a managed account if...

  Giving | 0 Likes

• Avoid Duplicating a Managed Account with an Existing Donor Name

  July 11th, 2022 | 451 Views

  This article describes the warning users receive when adding a managed account if...

  Giving | 0 Likes

• How the Donor Accepts an Invitation to Self Manage the Account

  August 15th, 2022 | 594 Views

  This article provides information on how a donor receives and accepts an invitati...

  Giving | 0 Likes

• Convert a Managed Account to a Self Managed Account

  August 15th, 2022 | 641 Views

  This article provides steps for an administrator to convert a managed account to ...

  Giving | 0 Likes

• Resend the Invitation to Self Manage an Account

  June 8th, 2022 | 487 Views

  This article provides steps to Resend the Invitation to a donor inviting them to ...

  Giving | 0 Likes

• Cancel an Invitation to Self Manage an Account

  June 8th, 2022 | 552 Views

  This article provides steps to cancel an invitation sent to a donor to self-manag...

  Giving | 0 Likes

• Tracking Gifts by Source

  June 8th, 2022 | 516 Views

  This article provides information about the Gifts and Source reporting card which...

  Giving | 0 Likes

• View Transaction Details for the Giving Detail Report

  August 15th, 2022 | 615 Views

  This article provides information on the transactional detail for individual fund...

  Giving | 0 Likes

• Update a Managed Gift for a Managed Account

  May 19th, 2023 | 501 Views

  This article provides steps to update a Managed Gift for a donor . A staff member...

  Giving | 0 Likes

• Update a Donor’s Managed Account Address

  August 15th, 2022 | 499 Views

  This article provides steps to update the donor’s Managed Account address. There ...

  Giving | 0 Likes

• Add or Change a Managed Account Default Email Address

  May 2nd, 2023 | 655 Views

  This article provides steps to add or change a Default Managed Account Email Addr...

  Giving | 0 Likes

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

  June 8th, 2022 | 558 Views

  This article provides steps to edit the Email Gift Reminder communication prefere...

  Giving | 0 Likes

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

  June 8th, 2022 | 504 Views

  This article provides steps to update Account information such as the name, phone...

  Giving | 0 Likes

• View Pledge Batches

  June 8th, 2022 | 691 Views

  This article provides instruction to view pledge batches in the system. A Giving ...

  Giving | 0 Likes

• Add a Managed Account Payment Method

  August 15th, 2022 | 623 Views

  This article provides steps to add a managed account Payment Method for a donor’s...

  Giving | 0 Likes

• Add a Managed Gift

  May 4th, 2023 | 599 Views

  This article provides steps to add a Managed Gift for a donor. A managed  gift  i...

  Giving | 0 Likes

• Restart with Text to Give

  June 8th, 2022 | 425 Views

  This article provides information on how the donor can stop the current text dial...

  Giving | 0 Likes

• Add or Edit a Fund Custom Confirmation Message

  August 15th, 2022 | 359 Views

  This article provides steps to add or edit a custom confirmation message. Add a c...

  Giving | 0 Likes

• Cancel, Resume or Pause a Gift

  May 3rd, 2023 | 428 Views

  This article includes steps to Pause, Resume or Cancel a  Gift . An Online Giving...

  Giving | 0 Likes

• Add Text to Give Fund Code to Existing Funds

  September 22nd, 2022 | 491 Views

  This article provides steps to add a Text to Give Fund Code to Existing Funds. On...

  Giving | 0 Likes

• Hide or Show Campaign Information on the Public Site

  August 15th, 2022 | 421 Views

  This article provides details and steps on how to hide campaign information for s...

  Giving | 0 Likes

• Run a Tax Report for a Member from Online Giving

  February 8th, 2023 | 990 Views

  This article provides steps to run a Tax Teport for a member from the Online Givi...

  Giving | 1 Like

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

  June 8th, 2022 | 454 Views

  This article provides steps for a donor to add a mobile phone number to their Onl...

  Giving | 0 Likes

• Conversational Format for Text to Give

  May 17th, 2023 | 463 Views

  This article provides information on how the system uses Conversational Text with...

  Giving | 0 Likes

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

  July 12th, 2022 | 430 Views

  This article provides steps to complete the Text to Give process when  when a don...

  Giving | 0 Likes

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

  June 8th, 2022 | 565 Views

  This article describes the Text to Give process when a donor wants to text a one ...

  Giving | 1 Like

• About How a Donor Texts to Give

  June 8th, 2022 | 517 Views

  This article provides information for staff members to help donors understand how...

  Giving | 0 Likes

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

  August 16th, 2022 | 487 Views

  This article provides steps to progress through the Text to Give process when whe...

  Giving | 1 Like

• Upload an Image when Creating a Fund

  August 16th, 2022 | 734 Views

  This article provides steps to upload an image when creating a fund.  The image c...

  Giving | 1 Like

• Getting Started with Images

  May 22nd, 2023 | 728 Views

  This article provides links to information on how to Upload images, and Add, Chan...

  Giving | 2 Likes

• Definitions for Terms

  June 8th, 2022 | 384 Views

  This article provides definitions and information for terms commonly used in the ...

  Giving | 1 Like

• Account Types

  May 17th, 2023 | 633 Views

  This article provides information on three Account Types. There are three Account...

  Giving | 1 Like

• Donor List Report

  December 9th, 2022 | 647 Views

  This article provides steps to run a report that generates a list of donors who g...

  Giving | 4 Likes

• Gift Status Filters

  June 8th, 2022 | 478 Views

  This article provides information on the various statuses of a Gift. A Gift can b...

  Giving | 1 Like

• Getting Started with Reports

  May 19th, 2023 | 554 Views

  This article provides links to more information about Reporting. Reports are grou...

  Giving | 0 Likes

• Forecast Report

  July 13th, 2022 | 447 Views

  This article provides information and steps to create a report that forecasts Giv...

  Giving | 0 Likes

• Online Gift Analysis Report

  May 3rd, 2023 | 623 Views

  This article provides steps to create a report that lists gift s and the status o...

  Giving | 0 Likes

• About Pledge Reports

  March 22nd, 2023 | 508 Views

  This article provides information about Pledge Reports and links to steps to run ...

  Giving | 0 Likes

• Run a Pledge Report from the Fund Detail Screen

  March 22nd, 2023 | 468 Views

  This article provides steps to run a Pledge Report from the Fund Detail Screen. R...

  Giving | 0 Likes

• Enable and Disable Gift Notes for an Existing Fund

  May 3rd, 2023 | 855 Views

  This article provides steps to enable the notes feature for an existing fund to a...

  Giving | 0 Likes

• How a Donor Adds a Pledge Gift Note

  August 16th, 2022 | 477 Views

  This article provides steps for a Donor to add a note to a gift when setting up a...

  Giving | 0 Likes

• Use Filters to View Pledges for a Fund

  July 26th, 2022 | 407 Views

  This article provides steps to view Pledges for a Fund using Filters. Customers c...

  Giving | 0 Likes

• ParishSOFT Family Suite with Pledges Export

  May 23rd, 2023 | 453 Views

  This article provides steps to export pledge data out of our Online Giving system...

  Giving | 1 Like

• Edit Giving Settings

  May 4th, 2023 | 513 Views

  This article provides steps to edit Giving settings. An admin can edit Giving set...

  Giving | 1 Like

• Getting Started with Campaigns

  May 19th, 2023 | 294 Views

  This article provides links to more information about Campaigns.   About Campaign...

  Giving | 0 Likes

• Campaign Information on the Public Fund Detail Page

  July 18th, 2022 | 427 Views

  This article lists the steps to view Campaign progress information on the Fund De...

  Giving | 0 Likes

• How Staff can View and Track Pledge Progress

  June 8th, 2022 | 478 Views

  This article provides steps to view and track pledge progress for a donor so that...

  Giving | 0 Likes

• How a Donor Cancels a Pledge

  June 8th, 2022 | 448 Views

  This article provides steps on how Donors cancel a Pledge. A Donor can cancel a p...

  Giving | 0 Likes

• Mark a Pledge as Complete

  August 16th, 2022 | 502 Views

  This article describes the steps to mark a pledge as complete. Steps for staff to...

  Giving | 0 Likes

• Add a Gift while Tracking a Pledge

  July 18th, 2022 | 453 Views

  This article explains how to immediately give a gift to complete a Pledge while t...

  Giving | 0 Likes

• Remove a Campaign

  July 18th, 2022 | 551 Views

  This article explains where to go and how to Remove a    Campaign from an existin...

  Giving | 0 Likes

• Update Campaign Dates

  March 27th, 2023 | 483 Views

  This article explains how to Update a Fund’s Campaign Dates. A Fund's campaign da...

  Giving | 0 Likes

• About Campaigns

  March 27th, 2023 | 508 Views

  This article describes what a Campaign is and how to track the Campaign’s progres...

  Giving | 0 Likes

• Create a New Account on the Public Site

  September 8th, 2022 | 526 Views

  This article provides steps to Create a New Account on the Public Site. 1. Click ...

  Giving | 0 Likes

• How a Donor Creates an Account when Creating a Gift

  May 19th, 2023 | 857 Views

  This article provides steps for a donor to create a donor account on the public s...

  Giving | 0 Likes

• How Returning Donors Sign into the Public Site

  December 8th, 2022 | 704 Views

  This article provides steps for a Donor to sign into the public site. Once a Dono...

  Giving | 0 Likes

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

  June 8th, 2022 | 515 Views

  This article provides information on how Donors can view and track progress towar...

  Giving | 0 Likes

• Run a Pledge Report from Reporting in Giving

  May 17th, 2023 | 595 Views

  This article provides steps to run a Pledge Report from Reporting in Giving. Runn...

  Giving | 0 Likes

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

  June 8th, 2022 | 411 Views

  This article provides information, and steps for creating a new Donor provided de...

  Giving | 0 Likes

• About the Public Site Fund List

  August 16th, 2022 | 421 Views

  This article describes information provided to the donor on the Public Site Fund ...

  Giving | 0 Likes

• Getting Started with Pledges

  June 7th, 2022 | 552 Views

  This article provides links to more information about Pledges. How Pledges Work W...

  Giving | 0 Likes

• Getting Started with Text to Give

  June 7th, 2022 | 714 Views

  This article provides links to information a staff member needs to know about Tex...

  Giving | 1 Like

• Getting Started with Managed Accounts

  June 7th, 2022 | 629 Views

  This article provides links to information about Managed Accounts. About Managed ...

  Giving | 0 Likes

• Getting Started with Funds

  September 22nd, 2022 | 631 Views

  This article provides links to information about Funds; Public, Internal, Feature...

  Giving | 0 Likes

• Disable a Custom Email Thank You Message

  June 8th, 2022 | 532 Views

  This article provides steps to Disable a Custom Email Thank You Message on a Fund...

  Giving | 0 Likes

• Add or Edit a Custom Email Thank You Message

  July 18th, 2022 | 536 Views

  This article explains how to add and edit a Custom Email Thank You Message on a f...

  Giving | 0 Likes

• About Managed Accounts

  June 8th, 2022 | 784 Views

  This article provides information about Managed Accounts. Managed Accounts are us...

  Giving | 2 Likes

• Launch Public Fund List Page

  June 8th, 2022 | 477 Views

  This article provides steps to Launch the Public Fund List Page. From Giving go t...

  Giving | 0 Likes

• Attribute a Gift to a Pledge

  June 8th, 2022 | 479 Views

  This article provides steps to tie an existing gift to a pledge. Any gift can be ...

  Giving | 0 Likes

• Make a New Internal Only Fund a Campaign

  June 8th, 2022 | 487 Views

  This article provides information for making a New Internal Only Fund a Campaign....

  Giving | 0 Likes

• Edit Managed Account Settings

  July 18th, 2022 | 518 Views

  This article provides steps to Enable and Disable the Managed Account feature.  S...

  Giving | 1 Like

• Reset Donor Password

  July 18th, 2022 | 483 Views

  This article provides steps for the administrator to send an email to the Donor t...

  Giving | 0 Likes

• Archive Internal Only Fund

  June 8th, 2022 | 450 Views

  This article provides steps to Archive an Internal Only Fund. An Internal Only Fu...

  Giving | 0 Likes

• How a Donor Creates a Gift to Give Now

  September 8th, 2022 | 619 Views

  This article provides steps for a Donor to create a gift as a returning user. A r...

  Giving | 0 Likes

• Delete Internal Only Fund

  May 25th, 2022 | 496 Views

  This article provides steps to delete an Internal Only Fund. An Internal Only Fun...

  Giving | 1 Like

• Set up a New Internal Only Fund

  September 13th, 2022 | 556 Views

  This article provides steps to Set up a New Internal Only Fund. Churches may not ...

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• Internal Only Funds

  July 19th, 2022 | 547 Views

  This article describes what an Internal Only Fund is and which products can view ...

  Giving | 1 Like

• Accounting Exports for Online Giving

  February 14th, 2023 | 782 Views

  This article provides information about and steps to run the Accounting Export. O...

  Giving | 0 Likes

• Set General Ledger Number From an Existing Form

  June 8th, 2022 | 438 Views

  This article provides steps to set a General Leger Account Number on an Existing ...

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• Export Form Transactions

  May 23rd, 2023 | 499 Views

  This article provides information and steps to export transactions out of our Onl...

  Giving | 1 Like

• Campaign Fund List

  June 8th, 2022 | 409 Views

  This article describes how to get to the Campaign Fund List page to see a list of...

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• About Forecast Report

  May 17th, 2023 | 492 Views

  This article includes information about the Forecast Report. The Forecast Report ...

  Giving | 1 Like

• How a Donor Gives an Initial Deposit on a Pledge

  August 16th, 2022 | 489 Views

  This article provides steps for a Donor to give an initial deposit on a Pledge. A...

  Giving | 0 Likes

• Campaign Details

  July 19th, 2022 | 467 Views

  This article provides information on the individual details provided for a specif...

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• Campaign Dashboard Cards

  July 19th, 2022 | 515 Views

  This article provides information on the Campaign Dashboard Cards.  The Campaign ...

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• Getting Started with Settings

  May 19th, 2023 | 784 Views

  This article provides information about Settings. There are four sections; Organi...

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• How a Donor Creates a Gift For a Pledge

  September 13th, 2022 | 526 Views

  This article provides the steps for a Donor to create a Gift for a Pledge. From t...

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• About the Text to Give Fund Code

  June 8th, 2022 | 729 Views

  This article describes what the Fund Code is and how to create one. If Text to Gi...

  Giving | 1 Like

• Fund Number

  May 4th, 2023 | 606 Views

  This article describes what a  Fund  Number is and how it is used. Each Fund  has...

  Giving | 2 Likes

• About Funds

  September 9th, 2022 | 584 Views

  This article describes what a Fund is. Funds are pre-defined buckets into which d...

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• When Donors Can and Cannot See the Online Pledge Button

  June 8th, 2022 | 446 Views

  This article explains what buttons the Donor sees when making an Online Pledge de...

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• Set Up a Fund to Enable Donors to Make Online Pledges

  June 8th, 2022 | 479 Views

  This article provides information on how to enable Donors to make online pledges ...

  Giving | 0 Likes

• About Text to Give

  September 22nd, 2022 | 623 Views

  This article explains what the Text to Give program is and what is needed for a D...

  Giving | 6 Likes

• Add a Managed Account for Online Giving

  May 2nd, 2023 | 683 Views

  This article provides steps for staff to set up a managed account , add a managed...

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• Refund a Donor Account for a Removed Donor

  November 14th, 2022 | 328 Views

  This article provides steps to locate and refund a Donor Account that has been de...

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• Edit Text to Give Default Fund

  August 16th, 2022 | 493 Views

  This article describes where to locate and set a Text to Give Default Online Fund...

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• Remove Donor Account

  May 15th, 2023 | 354 Views

  This article provides steps to remove a Donor Account from Online Giving When you...

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• Donor Option to Increase Donation when Using a Credit Card

  June 8th, 2022 | 609 Views

  This article explains the option a Donor is given to increase the amount given wh...

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• About Credit Card Offset Processing Costs

  June 8th, 2022 | 595 Views

  This article explains how an organization can offset the cost of Credit Card Proc...

  Giving | 4 Likes

• Credit Card Offset for Individual Funds

  August 17th, 2022 | 535 Views

  This article provides steps for an option that will allow staff to request a slig...

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• Create a Text to Give Fund Code When setting up a New Online Fund

  September 22nd, 2022 | 570 Views

  This article provides steps to create a    Text to Give Fund Code   while setting...

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• How Pledges Work Within a Campaign

  June 8th, 2022 | 483 Views

  This article explains how Pledges work within a Campaign. A Pledge is commitment ...

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• Create a Campaign

  July 20th, 2022 | 605 Views

  This article provides steps on how to Create a Campaign. A campaign can be set up...

  Giving | 2 Likes

• Edit a Note on a Donor Record

  August 17th, 2022 | 500 Views

  This article provides steps to Edit a Note on a Donor's record. Here are the step...

  Giving | 0 Likes

• View Text to Give Settings

  September 23rd, 2022 | 592 Views

  This article provides steps to view Text to Give Settings, which includes the Tex...

  Giving | 1 Like

• Campaign Report

  March 27th, 2023 | 582 Views

  This article explains where to locate the Campaign Report and provides steps on h...

  Giving | 0 Likes

• Edit Default Guest Envelope Number

  May 4th, 2023 | 569 Views

  This article provides the steps to set the Default Guest Envelope Number .  The D...

  Giving | 0 Likes

• Delete a Note on a Donor Record

  August 17th, 2022 | 421 Views

  This article provides steps to Delete a Note on a Donor's record. Here are the st...

  Giving | 0 Likes

• Add a Note to Donor Record

  July 20th, 2022 | 518 Views

  This article explains how to add notes on the Donor’s Record. Here are the steps:...

  Giving | 0 Likes

• Update Missing Envelope Numbers

  May 3rd, 2023 | 543 Views

  This article describes how to update Missing Envelope Numbers so the data can be ...

  Giving | 1 Like

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

  July 21st, 2022 | 425 Views

  This article explains how to feature a fund or remove a featured fund. Here are t...

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• Set up a New Online Fund

  May 3rd, 2023 | 1678 Views

  This article provides steps and information to fill out the Fund Set up Form to c...

  Giving | 3 Likes

• Online Giving Fund Images

  June 24th, 2022 | 2838 Views

  This article provides fund images and links to information on how to manage the i...

  Giving | 17 Likes

• Time Frames Explained

  June 8th, 2022 | 223 Views

  Within OSV HUB there are a few set time frames. Here we will identify each range ...

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• Gift Frequency Options

  September 22nd, 2022 | 536 Views

  This article provides information about gift frequencies. When creating a fund, u...

  Giving | 1 Like

• Unmatch Directory and Public Accounts

  July 22nd, 2022 | 339 Views

  This article provides steps to unmatch directory and public accounts. The system ...

  Giving | 0 Likes

• Edit Offset Processing Costs

  July 21st, 2022 | 598 Views

  This article discusses the steps to enable an option that will allow staff to req...

  Giving | 1 Like

• Gift Notes Report

  May 4th, 2023 | 566 Views

  This article provides steps to run a Gift Notes report. The Gift Notes report sho...

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• Credit Card/ACH Monthly Statements

  July 22nd, 2022 | 347 Views

  To view your monthly credit card and ACH statements from Paya, which include the ...

  Giving | 7 Likes

• Refund a Contribution through an Online Giving Fund

  November 15th, 2022 | 312 Views

  This article provides steps to refund a contribution through an Online Giving Fun...

  Giving | 0 Likes

• Edit Suggested Gift

  June 8th, 2022 | 364 Views

  This article provides steps to edit suggested gift amounts. When a fund is create...

  Giving | 0 Likes

• Edit Fund Settings

  May 3rd, 2023 | 551 Views

  This article provides steps to change the  fund  settings from the  Fund  Details...

  Giving | 0 Likes

• Edit Fund Description

  June 8th, 2022 | 272 Views

  This article describes steps to edit the fund description utilizing rich text for...

  Giving | 0 Likes

• Copy Fund URL

  June 8th, 2022 | 250 Views

  Once you log in to the OSV Hub, select Giving and then Funds. You will see a list...

  Giving | 0 Likes

• Reconcile a Batch with a Bank Statement

  May 3rd, 2023 | 601 Views

  This article provides information and steps to reconcile a batch against a bank s...

  Giving | 0 Likes

• View Contribution Details

  October 28th, 2022 | 355 Views

  This article provides steps to locate contribution details. Contribution details ...

  Giving | 0 Likes

• Archive a Fund

  May 3rd, 2023 | 713 Views

  This article provides steps to archive a fund. A user can archive a fund. When a ...

  Giving | 2 Likes

• OSV Giving Full Setup

  August 24th, 2022 | 1423 Views

  This document will walk an administrator through setting up their organization’s ...

  Giving | 2 Likes

• Giving Detail Report

  May 3rd, 2023 | 846 Views

  This article provides steps to run a Giving Detail Report and information on view...

  Giving | 4 Likes

• About ACH Corrections and Rejections System Impacts and Reports

  May 4th, 2023 | 447 Views

  This article provides information about how ACH corrections and rejections impact...

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• Ideas to Increase Your Donors

  June 8th, 2022 | 279 Views

  Marketing your Online Giving to your church is the most important step to ensurin...

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• Schedule a Fund

  July 25th, 2022 | 508 Views

  This article provides information and steps to schedule a fund. A fund can be sch...

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• About Featured Funds

  October 21st, 2022 | 457 Views

  This article explains what a Featured Fund is and where to locate a Featured Fund...

  Giving | 0 Likes

• Making a New Gift

  June 8th, 2022 | 413 Views

  Visitors can easily make a new gift and create a new account in one simple proces...

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• Adjust Permissions of Current Users

  July 29th, 2022 | 205 Views

  This article provides steps to adjust permissions of current users. If a new user...

  Giving | 0 Likes

• Remove a Gift From a Pledge

  June 8th, 2022 | 568 Views

  This article provides steps to untie an existing gift from a pledge. Any transact...

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

  August 23rd, 2022 | 488 Views

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

  Giving | 0 Likes

• Edit Accounting Export Setting

  June 8th, 2022 | 531 Views

  This article provides steps to edit the accounting export setting. When a user en...

  Giving | 0 Likes

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

  June 8th, 2022 | 600 Views

  This article provides steps to edit the Email Pledge communication preferences fo...

  Giving | 0 Likes

• Getting Started with Multiple Deposit Accounts

  June 7th, 2022 | 278 Views

  This article provides links to more information about Multiple Merchants and Depo...

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• Track and Verify Multiple System Entries

  August 23rd, 2022 | 323 Views

  This article provides information about tracking activity with the Tracking Butto...

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• Online Giving Exports for Church Management Systems

  April 26th, 2023 | 943 Views

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• Select a Different Deposit Account for a Fund

  August 25th, 2022 | 605 Views

  This article provides steps to select a different Deposit Account for a Fund. If ...

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• Add a Trusted Device with Two-factor Authentication

  August 26th, 2022 | 443 Views

  This article provides steps for a Staff Member or Donor with Two-factor Authentic...

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• Staff can Disable Two-factor Authentication

  June 8th, 2022 | 401 Views

  This article provides steps for Staff to disable Two-factor authentication. Staff...

  Giving | 0 Likes

• Donors can Disable Two-factor Authentication

  September 1st, 2022 | 489 Views

  This article provides steps for the Donor to disable Two-factor authentication. A...

  Giving | 0 Likes

• Donors can Enable Two-factor Authentication

  September 1st, 2022 | 491 Views

  This article provides steps to enable Two-factor authentication so Donors can ver...

  Giving | 1 Like

• Edit User Permissions

  July 25th, 2022 | 473 Views

  This article provides steps to edit user permissions. Here are the steps: 1. From...

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• About Two-factor Authentication

  June 8th, 2022 | 566 Views

  This article provides information about Two-factor Authentication and who can ena...

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• Getting Started with Offerings

  May 5th, 2023 | 506 Views

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  Giving | 0 Likes

• Delete a Physical Offering

  September 30th, 2022 | 496 Views

  This article provides information about deleting an offering within a batch of ph...

  Giving | 0 Likes

• Cancel a Staff Member Invitation

  August 26th, 2022 | 515 Views

  This article provides steps to cancel a staff member invitation for user permissi...

  Giving | 0 Likes

• Resend a Staff Member Invitation

  August 4th, 2022 | 389 Views

  This article provides steps to resend a staff member invitation for user permissi...

  Giving | 0 Likes

• Remove a Transaction from a Pledge on the Public Site

  August 26th, 2022 | 242 Views

  This article provides steps to remove a transaction from a pledge on the public s...

  Giving | 0 Likes

• About the Giving Dashboard

  July 25th, 2022 | 367 Views

  This article provides information about the Giving Dashboard and its features. Th...

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• Attribute a Transaction to a Pledge from the Public Site

  July 25th, 2022 | 333 Views

  Here are the steps to tie an attribute to a pledge from the public site: 1 On the...

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• Online Transaction Analysis Report

  March 2nd, 2023 | 852 Views

  This article provides steps to run the Online Transaction Analysis report.  The O...

  Giving | 13 Likes

• Change Organization Name

  June 27th, 2022 | 643 Views

  This article provides steps to change an Organization's Name. 1 From Settings go ...

  Giving | 0 Likes

• Change Organization Contact Information

  April 20th, 2022 | 507 Views

  This article provides steps to change an Organization’s Contact Information. From...

  Giving | 0 Likes

• Change Organization Public Image

  May 2nd, 2023 | 491 Views

  This article provides steps to Change the Organization’s Public Image on the site...

  Giving | 0 Likes

• Edit Active Contributor

  May 4th, 2023 | 656 Views

  This article provides steps to Edit Active Contributor in the Directory Settings....

  Giving | 1 Like

• Add an Image to an Existing Fund

  August 30th, 2022 | 1001 Views

  This article explains how to add an image to a fund that has already been created...

  Giving | 3 Likes

• Getting Started with Donors

  June 7th, 2022 | 281 Views

  This article provides links to articles with more specific information on donors....

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• Drag and Drop Images

  September 19th, 2022 | 668 Views

  This article provides information on how to Drag and Drop Images to Upload to a f...

  Giving | 1 Like

• Change or Delete the Current Image on a Fund

  September 19th, 2022 | 697 Views

  This article provides information on changing or deleting the current image on an...

  Giving | 0 Likes

• Save an Image to a Computer

  June 9th, 2022 | 600 Views

  This article provides steps to save an image to a computer. To upload an image wh...

  Giving | 0 Likes

• Change Organization Primary Address

  April 20th, 2022 | 408 Views

  This article provides steps to change an Organization’s Primary Address. From Set...

  Giving | 0 Likes

• Online Giving Resources and Downloads

  March 29th, 2023 | 3024 Views

  The following links are Online Giving resources and instructions that support the...

  Giving | 7 Likes

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

  November 22nd, 2022 | 236 Views

  This article provides steps to add a guest family when creating a new batch for p...

  Giving | 0 Likes

• Run a Tax Report from the Reporting Menu

  February 7th, 2023 | 837 Views

  This article provides steps to run a Tax Report from the Reporting menu in Giving...

  Giving | 10 Likes

• How Donors Download Tax Statements

  November 30th, 2022 | 611 Views

  This article provides steps for a Donor to download their own tax statements. Don...

  Giving | 0 Likes

• Window Envelope Size and Format

  January 6th, 2023 | 204 Views

  This article provides information regarding the windowed envelope format availabl...

  Giving | 0 Likes

• Offering Report

  April 20th, 2023 | 172 Views

  This article provides steps to run an Offering Report. The Offering Report is ava...

  Giving | 0 Likes

• Gift Parameter

  March 2nd, 2023 | 177 Views

  This article provides information about using the gift parameter. When creating a...

  Giving | 2 Likes

• Offering Report Detail Report View

  April 20th, 2023 | 43 Views

  This article explains what is included in the results of the Offering Report's De...

  Giving | 0 Likes

• Offering Report Summary Report View

  April 20th, 2023 | 53 Views

  This article explains what is included in the result of an Offering Report Summar...

  Giving | 0 Likes

• About Payment Card Industry Data Security Standard (PCI DSS)

  May 4th, 2023 | 59 Views

  This article provides answers to many questions customers have about the  PCI DSS...

  Giving | 0 Likes

• Resend an email invitation

  May 3rd, 2023 | 53 Views

  This article provides steps to resend an email invitation. Invitations are sent t...

  Giving | 0 Likes

• Giving Admin Summary

  May 11th, 2023 | 329 Views

  This article provides information about the Giving Admin Summary and steps on how...

  Giving | 1 Like

• About Activity History

  May 4th, 2023 | 32 Views

  This article provides information about Activity History cards.   Data changes pe...

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• Reactivate an Archived Fund

  December 8th, 2022 | 289 Views

  This article provides steps to Reactivate an Archived Fund Here are the steps: 1....

  Giving | 0 Likes