Donations

Set up donations

Publish a giving page and choose a style that matches your event.

1

Getting started with donations

Click Donations in the left-side navigation bar. This section has four tabs, which you'll work through: Setup, then your Live Donation Page, then Donation Receipt (where you configure your receipt), and finally Donations, where you can view all your donations and reports.

(Note: you must connect your Stripe account before you can access this feature. Event Starter package users will need to purchase the donation add-on separately.)

2

Building your donation form

The Setup tab is where you build your donation request form.

You can add a message to display at the top of the form and include prefilled donation amounts or levels so donors can select one easily. Choose between Amount Only or Amount with Description, then click Add Donation Amount to enter each amount (and description, if selected). Be sure to save your settings once you're done.

By default, donors will also see a Custom Amount field where they can enter their own donation amount.

3

Setting up your tax receipt

The Donation Receipt tab is where you configure the tax receipt that's automatically sent to donors. To ensure your receipt meets CRA-approved standards, be sure to complete all of the following fields:

  • Receipt prefix (optional): Add a prefix to help identify your receipts.
  • Starting receipt number: Set the number your receipts will begin from — all receipts will follow sequentially. (Note: this can't be changed once a donation has been added to the system.)
  • Receipt logo: The logo placed at the top of both the email and the receipt.
  • Company name
  • Company address
  • Charitable registration number
  • Contact email
  • Custom message: A personalized message displayed in the tax receipt email sent to donors.
  • Authorized signatory: Add the authorized signature, along with the person's name and title within your organization.

Once everything is filled in, click Save Settings.

4

Enabling your donation button

Once you've configured your donation form and tax receipt, you'll need to enable the donation button so donors can actually give.

To do this, return to the Buttons tab by clicking your event name in the left-side navigation menu, then open the Buttons tab and scroll to the Donation Button section. Click Enabled to turn it on — you can also rename this button to whatever you'd like.

As noted earlier in the Adding Buttons section, when the donation or on-site sales button is enabled, only one of the two can serve as your primary button.