Settings

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Manage payment methods, receipts and statements, donor numbers, and Text2Give from the Settings.

Important

Administrators can view and change settings. Bookkeepers can only view settings.

From the Manage page, go to the Settings tab.

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The settings page looks different depending on whether you're based in the United States or Canada. Some features, like cover the fee and text-to give, are not available in both countries.

US Settings

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  1. If you'd like to disable donations using credit cards, uncheck this option. ACH and Debit Cards cannot be disabled.

    Enabling this option will put a small checkbox on the donation form. It will ask your donors if they'd like to increase the amount of their donations to cover Stripe's processing fee. Learn more in this article on Covering the Fee.

  2. By default, emails are sent from the church email defined in the Account Settings. Use a different email for Giving-specific correspondence, which is visible on your donation form and set as the "reply-to" email address.

    This tax disclaimer, required by the IRS, is included on all donation receipts and in the footer of any donor statements you issue.

  3. If you use a numbered-envelope system, where donors are assigned numbers and issued numbered envelopes, enable this type of system by checking the box. Learn more in this article on Donor Numbers.

  4. Enable Text2Give by checking this box.

  5. Upload the treasurer's signature and enter the name and title of the person who signed.

Canada Settings

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  1. If you'd like to disable donations on credit cards, uncheck this option. Debit Cards cannot be disabled.

  2. By default, emails are sent from the church email defined in the Account Settings. Use a different email for Giving-specific correspondence, which is visible on your donation form and set as the "reply-to" email address.

    Add a message to the bottom of statements and CRA-friendly receipts.

  3. If you use a numbered-envelope system, where donors are assigned numbers and issued numbered envelopes, enable this type of system by checking the box. Learn more in this article on Donor Numbers.

  4. The CRA requires the treasurer's signature on statements. Upload the treasurer's signature and enter the name and title of the person who signed.

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