Donations & donors
Managing gifts, recurring plans, receipts and your donor records.
- Can Donately help me find donors?
While Donately exists to help individuals and organizations spend less time managing donations and more time focusing on their mission, the Donately platform is not a crowdfunding database.
- Captcha issues when making donation?
Similarly to any website that processes a payment, when making a donation to an organization who uses Donately, donors will be prompted to complete a security step involving a captcha to help…
- Change or cancel your recurring donation
Manage your recurring giving at my.donately.com: change the amount, frequency or end date, update the card you give with, or cancel a plan.
- Filter, Search & Save Views
Find any donor or donation fast
- Import active recurring donations
Move live recurring gifts from another platform without a donor missing a month: the Stripe prerequisite, the spreadsheet Donately needs, and the timings.
- Import contacts and past donations
Bring donors and their giving history over from another platform with the CSV importer, including column mapping, duplicate handling and the dry run.
- Record a donation by hand
Log a cash, check or in-kind gift you have already received, or charge a card on a donor's behalf, and what you can change afterwards.
- Recurring plan statuses and failed payments
What Active, Failing, Paused and Cancelled mean, what happens when a card is declined, and what you can do about it.
- Send annual tax receipts to your donors
Email every donor who gave last year a link to their giving statement, or get a CSV so you can send your own. Includes the January to April window and the once-a-year limit.
- Set up your donor dashboard
Activate your account at my.donately.com to see your giving history, manage recurring donations, edit a fundraiser you are running, and get your tax summary.
- Tribute gifts and notifying the recipient
The difference between the dedication field and an eCard, and which one actually emails the honoree.
- Understanding Taxes for Personal Fundraisers
When using Donately to collect donations for personal fundraisers, it’s important to understand the tax implications for both organizers and donors.