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:
- Your Donation Boost Widget
- During a Shelterpay checkout
- In their Adopterluv account
Click the tabs below to see how each option works!
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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.
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.
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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.