Managing Donations: A Guide to Processing and Tracking Contributions

Managing Donations: A Guide to Processing and Tracking Contributions

By Michael Turner

November 27, 2024 at 05:47 PM

Review and manage your donations through the donations panel, which shows your total contributions and income from donation blocks.

View Donations:

  • Access the Donations panel to see contributions and income
  • Click "View All" under Contributions for individual donation details
  • Export donations to CSV format
  • View donation details by clicking on specific contributions
  • The panel displays 100 most recent donations, with older ones loading automatically

Contribution Details Include:

  • Date and time
  • Donor contact information
  • Billing address
  • Payment details
  • Contribution amount

Managing Donors:

  1. Open Lists and Segments panel
  2. Select Donors
  3. Search by name/email or use filters
  4. Click on donor profiles to view:
    • First donation date
    • Donation history
    • Contact information
    • Email Marketing subscriptions

Refunding Donations:

  1. Open Contributions panel
  2. Select donation to refund
  3. Click View Payment
  4. Process refund through your payment processor:
    • Squarespace Payments: Use "Issue Refund"
    • Stripe: Select "Refund Payment"
    • PayPal: Follow standard refund procedure

Canceling Recurring Donations:

  1. Access donor's profile
  2. Click Recurring → General Fund
  3. Select Cancel Recurring Donation
  4. Confirm cancellation

Additional Features:

  • Customize donation confirmation emails via Email Notifications
  • Enable customer accounts for recurring donations
  • Donors must create accounts for recurring donations
  • Customer accounts allow saved payment methods and faster checkout

Note: Refunded donations remain visible in the Donations panel and cannot be deleted. Refunding a donation does not automatically cancel future recurring donations.

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