Step 1: Access your Giving Day's details
From your Partner Dashboard, click to expand the 'Details' tab on the left navigation panel. Then, click 'Payments, Donations, & Fees' in the newly expanded dropdown.
Step 2: Manage Payments Setup
Review and manage your Payments Setup to ensure your organization is verified and ready to accept donations.
If you have any questions about your organization's verification status, contact our Support team.
Step 3: Configure your donation settings
Under the 'Donations Setup' section, you can customize settings for your donation form. If you are utilizing features such as 'Tip the Host' and/or 'VIP Giving', you can manage settings for those as well.
To edit settings for your donation form, click the 'Edit Donation Settings' button.
This will reveal a list with corresponding checkboxes and a text field where you can specify the minimum donation amount your donors can give.
Step 4: Customize your donation receipt
Under the 'Donation Receipt' section, you can personalize the messages donors receive after making their gift. This includes the following:
'Thank You' message
'Thank You' video
Dedication Email Message
Donation Disclaimer
For donors giving through a Donor Advised Fund (DAF), you can also customize the specific messaging under the 'Donor Advised Fund Donation Copy' section.
Step 5: Set up your fees
In this section, you can:
enable or hide the option for donors to cover transaction fees
review the applicable processing fees for the platform
Note: If there are any issues with the fees shown on that page, contact your dedicated Project Manager.
If you choose to have the "cover fees" option checked by default, donors will need to manually uncheck it during checkout if they do not wish to cover the fees.
