Shelterpay Monthly Giving Program Overview (Recurring Donations)

A monthly giving program is a recurring donation program where donors can automatically donate a specific amount to your organization on a monthly basis. These donation plans help your organization generate a steady stream of financial support so that you can fulfill your vision and mission more effectively.

You can automatically code these donations to one of your configured Funds/GL Codes and Departments by clicking your Username > Configuration > Shopping Cart > Donations.

Donations will recur automatically on the same day each month. A new transaction will be created for each successful donation payment and will appear in accounting reports like any other transaction.

How Donors Can Set Up A Monthly Donation


Your donors can set up a recurring donation in one of three places:

  1. Your Donation Boost Widget
  2. During a Shelterpay checkout
  3. In their Adopterluv account
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Note
Click the tabs below to see how each option works!
  • If you still need to set up your Donation Boost Widget, check out Donation Boost Widget Overview to get started.

    When a donor accesses your Donation Boost Widget, they can click the Monthly tab and pick one of the predetermined amounts or enter a custom amount.

    Donation Boost Widget Monthly Donation.png

    A transaction will automatically be created when a donor signs up to give monthly. The transaction memo will look like this: "Shelterpay Donation Boost Widget: New $__ Monthly Giving Program subscription started."
    If the donor added a note or signed up by clicking the Donate button on an animal listing on your website, those details will appear in the transaction memo as well.

  • As your customers progress through Shelterpay mobile checkout, they will have the opportunity to set up a monthly donation.

    The original transaction will include a transaction memo to notify you of this: "Shelterpay Monthly Giving Program: New $__ subscription started."

    The original transaction will not include the actual donation amount. Instead, a separate transaction will be created for their first donation payment.

    Shelterpay Checkout Monthly Donation.png

  • Your adopters and donors can log into their Adopterluv account to setup a monthly donation. They can do this by clicking the Donations button, choosing your organization. Once they click your organization's name, they will be taken to your Donation Boost Widget.

    Adopterluv Monthly Donation.png