Set up a cause people can give to

How-to

A cause is a donation product in a donation group. Donors pick an amount and how often; you get a ledger, receipts and progress towards a goal.

  1. Create a donation group

    Donations › Donation Groups. A group is a set of giving opportunities, offered one-time, monthly or both.

  2. Add the cause

    A product of type Donation in that group, with a description donors will read and a button label such as Give or Give monthly.

  3. Set the giving options

    Suggested amounts, a minimum gift, a goal with progress shown, a campaign end date, what a gift does (impact lines), a thank-you message and a receipt note.

  4. Decide what donors may choose

    Dedications (in honor or in memory of someone), anonymous gifts, covering the processing fee, and whether recent supporters are listed.

  5. Give to it yourself

    Make a small test gift in a private window, check the receipt, then refund it.

Monthly giving needs the scheduler

A monthly gift raises its next occurrence when the scheduler runs. If the automation is not running, recurring gifts stop advancing.

Full guide

The complete reference is Donations in the WBAMS documentation.

  • 0 Users Found This Useful
  • donations, causes, fundraising
Was this answer helpful?

Powered by WBAMS