USER GUIDE - GivenGain
Contents
1. 3 1 1 LINKING TO YOUR DONATION PAGE To link from another website add your donation link or button on the website you want to link from 1 To link to your GivenGain home page use the following link https www yourname givengain org 2 To link directly to your donation page use the following link https www givengain com cgi bin giga cgi cmd donate amp cause_id CID Note CID should be replaced with your actual cause ID 3 To link to a donation page where a specific project is already selected use the following link https www givengain com cgi bin giga cgi cmd donate amp cause_id CID amp project_id PID Note CID should be replaced with your actual cause ID and PID with the project ID 4 To link from the GivenGain Customer Directory select to list your charity in up to 3 categories displayed on the GivenGain web site This is a free service 3 1 2 TOOLS FOR DONORS We request donors to immediately report any suspicious dishonest misleading or fraudulent activity on the GivenGain site We will investigate all such claims and any cause found to have consult AFH 2008 7 posted false or misleading information will be banned from further use of the service We reserve the right to remove any user organisation or charity we deem as inappropriate at our sole discretion We encourage causes to maintain an accurate and up to date database of all their projects listed in the directory We strongly encourage all donors to2. GivenGain offers two types of donation pages 1 Our standard non branded donation page which forms part of the GivenGain Standard Suite 2 Acustomised design as part of a fully branded solution We re partnering with professional independent consultants with GivenGain experience who can provide training data management design and other personalised services for your organisation If you require such services please let us know at support givengain com 3 DONATIONS When making an online donation to a charity donors have the option to perform a simple once off registration This includes the organisation with the donor s contact details Donors are prompted to create a password which they may use at any time to access the site and manage their donation online The GivenGain service is free for donors When donors make a payment through GivenGain from any accepted account other than the valid card accounts as specified below in donation methods they are requesting an electronic transfer Upon such request GivenGain will make electronic transfers via the appropriate electronic transfer system in the amount the donor specifies GivenGain will never make transfers from a donor s account without their authorisation 3 1 THE ONLINE DONATION PAGE You will need to add information to your home page project pages and people pages before your online donation page can be activated see the Publish User Manual for more information
3. cost to GivenGain of sending the money through the banking system Total Card Transaction Fees Per Currency For Organizations Registered In South Africa Currency Donation Method Per Transaction Fee Batch Transfer Fee SMS Credit United States Dollar Credit Debit Card 3 0 80 USD 8 00 USD 0 05 EUR Euro Credit Debit Card Sg 0 50 EUR 6 00 EUR 0 05 EUR Pound Sterling Credit Debit Card X 0 40 GBP 5 00 GBP 0 05 EUR Canadian Dollar Credit Debit Card 0 80 CAD 8 00 CAD 0 05 EUR Australian Dollar Credit Debit Card 0 90 AUD 9 00 AUD 0 05 EUR South African Rand Credit Debit Card 5 0 50 ZAR R5 00 ZAR RO 35 ZAR South African Rand Debit Order fa 2 00 ZAR R5 00 ZAR Note Foreign exchange charges will also apply when you receive funds in other currencies than ZAR but that is an arrangement between you and your bank GivenGain doesn t have any control over what your bank will charge you GivenGain will accumulate all donations and only initiate a transfer once the total amount is more than the minimum amount set in your transfer settings 7 TRANSFER MINIMUMS It may happen that your bank charges you a fee for accepting payments into your account GivenGain Transact automatically transfers all donations to your account but only if the total amount due is more than your minimum settings GivenGain will accumulate all donations and only initiate a transfer once the total amount
4. GivenGain Suite USER GUIDE Payments VERSION 4 0 LAST REVISION 29 SEPTEMBER 2008 consu Lt AFH 2008 consult AFH 2008 GIVENGAIN PAYMENTS INDEX 1 MIL I 1 eee ska 5 2 Secure Donation Pages wiviccccccccccccccsicccsccsseecsccsscecsccsseecdccescoceceusecvdervestuctevedunvessscosscesseessen 6 3 Donations EE 6 3 1 The Online Donation Page 6 3 2 Donation Receipts And Notifications 7 4 Dashboard s Relevant Payment Links esee esee eese eee e eene e enne enne nnne nnn 9 4 1 Your Contact Info ose rbi err Ree E e a E NT AER YR HERR M dd FEM RE tanita FERE de a REX n FER 9 4 2 Other Administrators eiecti eterne neto Urea eoe Rap ege de tendent ati 10 4 3 Password CHANGES ER 11 4 4 Bank Compliance E 12 4 5 HEL TEE 13 4 6 Upgrade Or Downgrodel aa ana nen Rana PAR nao ARA sanas tana n 14 4 7 Billing ACCOUNT S 14 5 Payments General Information se 15 5 1 Swift Routing NUMDETS rene 15 5 2 Remittance Transfer Account 15 5 3 Refund E 15 6 Transfels E 16 6 1 Transfer 9T LT IL 16 6 2 ee Ee UU 16 6 3 Processing And Transfer Fees 17 7 Transfer MINIMUMS ceo o coeno poetae h o oan baud naeh aho E RRERRRRER RR ERR RRRR RR RR RERKERRRRERRERRREKREE 17 a Payment Reports teren degen eege eegen egene PENNE E ER SNR Seege 18 9 Manual Entries 1 dre eo eo ein
5. Name Van der kaap Add New The new administrator s first and last names slaaf charity org Enter the email address of the new administrator Confirm the password for the new administrator Permissions Publish w access to all content management areas Payments w all donation ed information Communication w mmunication areas Database Update administrator confirmation d ui his admini you can find by s e edit li ext to inistrator s name O consult AFH 2008 11 How to Add Other Administrators with Custom Permissions Log in and Select the DASHBOARD link e Select the ADMINISTRATORS link e Enter the new administrator contact info e New Administrator First Name e New Administrator Last Name e Email Address e Password e Confirm Password Select to allow access to e Publish e Communicate e Transact e Report e Fundraise e Click on the Add Administrator button to create the new administrator account e The new administrator username will be displayed when you press the edit button next to the newly created administrator s name e Informing your new administrator about his user name and password Please note The new administrator will not receive an email message with the new username and password that you create We suggest that you communicate these details in person with the new administrator 4 3 PASSWORD CHANGES givengain Peete Publish Payments Communication Database Dashboard Password This
6. a eoa eines aed n a noa ud rao a aao ERRRER ER YR YR YR ENERE sioa no Rekoa rE RENES 19 O consult AFH 2008 consult AFH 2008 5 1 KEY FEATURES GivenGain Payments handles all aspects of donation processing including collection of donor information processing of donations replies to the donor keeping detailed accounting records for the donor and the organisation and confirming donations GivenGain debits a donor s authorised payment account and periodically transfers the funds to the bank account designated by the cause administrator Donors may authorise a single or recurring payment to any organisation or project Key Features Include 2 3 4 5 6 7 8 9 Secure donation pages Customisation possible Multi currency donation options Donations specified per project One time or recurring donations Post dated donations Anonymous donations Multiple donation methods Automated thank you messages and donation reminders if post dated 10 Automated notification of failed donations to donor and cause 11 Cause email notifications 12 Detailed online reports real time 13 Donor data donation and contact information automatically integrated in donor database for easy reporting and communication 14 GiftAid declaration if activated to automate GiftAid reporting and tax claims in the UK 15 Free online secure Giving Manager for every donor consult AFH 2008 2 SECURE DONATION PAGES
7. basic Current Fee New Fee Service Name Amount Service Name Amount Database ZAR 175 00 GivenGain Full ZAR 459 95 TOTAL ZAR 175 00 Database ZAR 175 00 TOTAL ZAR 634 95 he new fee 4 7 BILLING ACCOUNT All service fees are automatically deducted from your billing account and are also reflected in the email invoice that we send you every month The processing fee is not deducted from your billing account but from successful donations before transfer to your bank account All processing fees are displayed in your transfer report GivenGain will appear on your billing statement for all payments made from card payment accounts As all billing will be deducted from your VISA or MasterCard credit or debit card please keep the following in mind GivenGain will send you notification messages via email when the expiry date of your debit or credit card approaches Be sure to make the necessary arrangements in time so as not to result in your GivenGain account being locked due to non payment which means no access to donations received Always include the monthly GivenGain license fee in your calculations when conducting transactions with the credit or debit card used for the billing of the GivenGain service O consult AFH 2008 15 5 PAYMENTS GENERAL INFORMATION GivenGain provides organisations with real time reports of all donations transferred to their bank accounts with all files easily available as Excel downloads All tra
8. complete and return a new bank BS United States Canada Administrators Password Bank Compliance compliance form Toll Free 1 888 839 7027 Help CO United Kingdom ais Download The Bank Compliance Form Fondue Ppr Billing BE South Africa jes GivenGain can only transfer donations to an account which is in your country of Johannesburg registration 27 11 507 5482 e Your bank account name must match the organization name registered on GivenGain e Your SWIFT BIC Bank Identifier Code is required to ensure that funds due to you are routed correctly and transferred swiftly to your bank account If you are unsure of your BIC Code your bank should be able to help Your form must be signed and stamped by your bank to verify your bank account information e GivenGain will not be able to proceed to amend your account details if we receive a copy which has not been stamped and signed by your bank e On receipt of your bank compliance form we will update your account with the new details within two working days It is important to specify the country name as the country where your bank account is being held because this affects the processing time and payment methods E g if you are in Mozambique but you visit South Africa on a regular basis and this is also where your bank account is it is best to state your country name as South Africa because this will ensure that people in South Africa can also donate using the
9. ed into the cause database The cause administrator also receives an email notification for every new donation stating the donation amount frequency cause and project if specified of the donation 3 2 1 AUTOMATED MESSAGES TO DONORS e New donation thank you message e Failed donation follow up message e Recurring monthly donation reminder Card expiration date reminder e Confirmation of stopped donation e Reminder of recurring donation that will expire O consult AFH 2008 e Confirmation of updated donation 3 2 2 AUTOMATED MESSAGES TO CAUSES e New donations e Donations to be transferred Stopped donations e Donor s card that will expire e Failed donations e Recurring donations that will expire e Updated donations 3 2 3 DONATION METHODS AND CURRENCIES GivenGain currently processes the following currencies 1 1 United States Dollar USD 2 2 Pound Sterling GBP 3 3 Canadian Dollar CAD 4 4 Euro EUR 5 Australian Dollar AUD 6 5 South African Rand ZAR GivenGain currently accepts the following payment methods from donors 1 VISA credit and debit cards 2 MasterCard credit and debit cards 3 Debit Orders South Africa 3 2 4 DONATION LIMITS GivenGain allows a minimum payment of 1 or 1 1 CAD1 AUD 1 ZAR 10 and the maximum payment depends on a limit determined by GivenGain and the cause As a security measure GivenGain may but is not required to impose transaction limits on some or all cau
10. imbursement from your cause if we provide a refund to a donor who requests to reverse a payment or if we receive a chargeback from a donor s credit card issuer for the amount of the donors payment 6 TRANSFERS 6 1 TRANSFER QUERIES GivenGain may delay initiating the transfer of donations pending an investigation if we believe the cause or a donor may have violated the agreement If we determine that the service agreement has been violated we may refuse to transfer payments to the cause and may instead return the payment to the donor 6 2 PAYMENT SCHEDULE GivenGain will initiate a transfer to your account on a monthly basis at least 30 days after the actual payment is processed provided that the then current balance transfer satisfies your minimum levels GivenGain may transfer funds to your account according to a mutually agreed time schedule different from the one above Contact us if you have any questions in this regard GivenGain can initiate transfers to your account only on business days when the automated clearinghouses are open for business If a scheduled payment date falls on a non business day however GivenGain will not initiate the transfer until the next business day We will initiate a transfer to your account on each payment date for the total amount of payments received from donors authorised transactions for your cause less the fees applicable amounts reversed by donors the reserve if applicable and refunds not proce
11. ir cheque savings and transmission accounts consult AFH 2008 13 4 5 HELP givengain Pieris Publish Payments Communication Database WER Dashboard Help Support Hours Contact Info Our office hours are 8 30 am to We provide unlimited support via email for our 5 30 pm Monday through Friday clients at no additional cost and will do our best to at each of our locations respond to every email within just a few hours of receiving it We do not provide telephonic support Location Administrators Password Bank Compliance It is now 6 46 AM Help Saturday in London and 8 46 AM Saturday in Stellenbosch Where To Get Support Upgrade I Billing We serve clients in many countries around the world and partner with GivenGain accredited independent consultants who can provide training data management design and other customization services for your organization If you are already working with GivenGain partners and if your query relates to customization services please contact them directly For all other questions issues or suggestions please METIERS TT ERES GivenGain provides unlimited support via email for their clients at no additional cost and will do their best to respond to every email within just a few hours of receiving it They do not provide telephonic support GivenGain serves clients in many countries around the world and partner with GivenGain accredited independent consultants e g Consul
12. is more than the minimum amount set in your transfer settings To update your transfer settings e Login e Select the PAYMENTS link e Select the TRANSFER MINIMUMS link e Indicate a minimum transfer amount for each of the available currencies Click on the Update button to save the updated minimum transfer settings The reason for raising the minimum transfer amount is to ensure that GivenGain does not make unnecessary costly transfers to your account Instead of making multiple small transfers GivenGain will only make a transfer when the minimum transfer amount is reached consult AFH 2008 18 PAYMENT REPORTS The REPORTS function in PAYMENTS allows you to draw reports of all donations that your organisation have received using the following criteria period starting and ending successful and or failed donations online and or offline donations whether for a specific project and if so which project in which currency it was received or all minimum givengain Dashboard Publish EMTEC Communication Database Payment Reports Transfers Transfer Minimums Quick Reports Payment Reports Manual Entries Types GiftAid New payments in this month New payments last month Last month s successful payments Top 10 payments last month Payment Query Form Period 9 This month Previous month Custom From 2008 10 01 to 2008 10 04 Status All transactions v Freguency Show all El Limit to ne
13. k compliance form GivenGain can only transfer donations to an account which is in your country of registration The Compliance Process Your bank account name must match the organization name registered on GivenGain e Your SWIFT BIC Bank Identifier Code is required to ensure that funds due to you are routed correctly and transferred swiftly to your bank account If you are unsure of your BIC Code your bank should be able to help e Your form must be signed and stamped by your bank to verify your bank account information e GivenGain will not be able to proceed to amend your account details if we receive a copy which has not been stamped and signed by your bank e On receipt of your bank compliance form we will update your account with the new details within two working days Follow the following link to download a copy of the bank compliance form https www givengain com forms bank compliance pdf 5 3 REFUNDS GivenGain will use its best efforts to direct donor inguiries and complaints to the support offered by your cause In order to resolve complaints and disputes GivenGain may issue refunds without your knowledge or approval in any situation we think is appropriate consult AFH 2008 16 GivenGain may also include the donor in its database of blocked accounts if there is an indication of fraud or inappropriate use of the donor s information by either the donor or anyone else GivenGain reserves the right to seek re
14. mary web site address e g http www cansa org za not http www cansa givengain org e Address Enter the physical address of your organization This address should match your location e Cause City e Zip Postal code e State Province e Any additional information you wish to display on your website next to your contact details Add CUSTOM TEXT that you would like to appear on your CONTACT page e g postal address a pdf link to download directions to your office the contact details of other regional offices etc OTHER ADMINISTRATORS All GivenGain Suite modules are built in a way that allows you pin point administration of any tool Your charity may have multiple administrators each with their own secure access to the tools you choose One account may be set up to publish information while another can view donation reports and billing information Dashboard Administrators Administrators Current Administrators As main administrator you can add additional administrators with broad access rights Password pi verytime please Administrators 1 Demo User change Edit Delete Bank Compliance Help amp Username ggtraining 5 2 Justin Hayward Edit Delete A Administrator Form Upgrade 3 Arie Olivier Billing Edit Delete This section is for managing additional administrators only To update your main administrator password click here Sio Vanda keep Edit Delete FirstName Slaaf Last
15. nsfers to your cause account will either be in the currency the donation was received or in US Dollar by way of interbank SWIFT electronic transfers to an non card account specified by you held at a bank recognised by GivenGain s banking partners except in the case where donors donate in South African Rand to a cause with a South African Lesotho Swaziland or Namibian bank account in which case the funds will be transferred by way of direct deposit in South African Rand 5 1 SWIFT ROUTING NUMBERS In order to ensure error free identification of parties in automated systems SWIFT developed the Bank Identifier Code BIC The Bank Identifier Code is a unique address which in telecommunication messages identifies precisely the financial institutions involved in financial transactions This identification method was recognised by the International Organisation for Standardisation ISO This is a specialised international agency which coordinates the development of standards for a broad range of business activities 5 2 REMITTANCE TRANSFER ACCOUNT To change the bank account details to which we transfer funds or the name of your organization you will need to complete and return a new bank compliance form GivenGain can only transfer donations to an account which is in your country of registration To change the bank account details to which we transfer funds or the name of your organization you will need to complete and return a new ban
16. password gives you as Never share your password GivenGain main administrator unlimited representatives will never ask you for your password access tothe ponotnk ur Password GivenGain Training Please Contact Info Location Administrators Bank Compliance handle with care Hel Main Administrator Password elp Upgrade Old Password Billing Your current password Enter a new password and confirm below Submit The GivenGain Suite has a built in Administrator account consisting of a unique username and password This account gives the person using it unlimited access over the system and its settings and controls Only the main administrator can change passwords consult AFH 2008 12 e Login e Select the DASHBOARD link e Select the PASSWORD link e Enter the current and new passwords e Select the submit button to create the new main password An email confirmation will be sent to your registered email address with the new password details 4 4 BANK COMPLIANCE To change your charity Name or charity Country please download and complete a Bank Compliance Form Login as MAIN ADMINISTRATOR e Select DASHBOARD e Select BANK COMPLIANCE e Download the bank compliance form Dashboard Bank Compliance Bank Compliance Fax Numbers Contact Info Location To change the bank account details to which we switzerland transfer funds or the name of your organization you Lausanne 43 215 330 131 will need to
17. perform their own due diligence before funding any cause listed in the directory 3 1 3 SECURE GIVING MANAGER Providing your donors with online giving options will help your cause reduce administrative costs so that you can do more with the money they give GivenGain makes it easier and more rewarding for your donors to give to your cause By logging in from your web site every donor has access to a free password protected Giving Manager from where they can 1 Give to one or more projects 2 Donate in US dollar Pound Sterling Euro Canadian dollar and South African rand 3 Add multiple donation accounts 4 Set up recurring donations Get detailed records of all their donations Manage their email notifications and donation confirmations It s all about building meaningful lasting relationships Your donors will appreciate the security ease of use and cost saving benefits of their personalised Giving Manager It s a place where they have total control where they can contribute in more ways than one and experience the real joy of giving 3 1 4 ANONYMOUS DONATIONS For each online donation donors may elect to give anonymously or to provide contact information to the cause The donor s contact information is limited to what he has specified during the application and payment process 3 2 Donation Receipts And Notifications GivenGain provides donor receipts and all donor data generated from online transactions are automatically integrat
18. ptions givengain Payment Summary Transfers Transfer Minimums Payment Reports Manual Entries Types GiftAid givengain Payment Summary Transfers Transfer Minimums Payment Reports Manual Entries Types GiftAid O consult AFH 2008 Stefanus Snyman Dashboard Publish Payments Communication WETTER Edit Contact Image mis te Lena rs s Personal Details Last Name First Name Gender Date of Birth Salutation Title Toagle View Stefanus Snyman Male 1967 05 26 Stef Dr Relations Dashboard Publish M MATENOS Communication Database Manual Entries Transaction Entry Form Not specified Add text description Date Donation Date 2008 10 04 Dashboard Publish AMEN Communication Database Confirm Donor 123446 Stefanus Snyman Amount 2 50 ZAR Save a tree Single Description With a postal order you cannot be serious Payment Method Poste Order Payment Details
19. rtant Cause Contact Details Contact Info GivenGain Training This is the name GivenGain It s important for potential donors to make contact displays on all public pages To with your organization should they have any change the name simply questions so please keep this information up to date complets and ean vn nn Bank Compliance bank compliance form Contact Info Location Administrators Password Main Administrator Stefanus Snyman stef consultafh com Enter the email address of the main administrator All GivenGain communication is sent to this address stef consultafh com Confirm the email address of the main administrator e Login as main administrator or if you are logged in click on DASHBOARD e Click on CONTACT INFO e The CONTACT INFO PAGE will open e Complete the following information for the MAIN ADMINISTRATOR s information e First Name e Last Name Email address All GivenGain messages e g donation transfer and subscription notifications as well as messages written by visitors to your web page through the contact us page etc are emailed to the person that match the profile you created as main administrator consult AFH 2008 10 4 2 Complete your organisation s CONTACT INFO FORM e Registration Number Please enter your nonprofit or charity registration number if available e Office Telephone e Mobile Cellular e Office Fax e Website address Enter your pri
20. ses and their donors relating to the value of any transaction or disbursement the cumulative value of all transactions or disbursements during a period of time or the number of transactions per day or other period of time 3 2 5 TAX ISSUES GivenGain is not an accounting taxation or financial advisor and you should not rely on information given on the site to determine the accounting tax or financial consequences of using the service We strongly recommend that you consult your own advisor about any accounting taxation or financial consequences that may affect you consult AFH 2008 9 4 DASHBOARD S RELEVANT PAYMENT LINKS givengain PEB Publish Payments Communication Database Dashboard Dashboard Contact Info Location Manage you service account contact details billing account and administrators Administrators Password Bank Compliance Service Account Help Account Name GivenGain Training Upgrade dr Billing Date 2008 10 27 Billing Database 615 of 5 000 4 385 remaining Storage 1 561194MB of 250MB 248 438806MB remaining Service Type Standard Public Pages vwa training givengain org Published Yes Manage Upgrade Downgrade Account Cancel Service 4 1 YOUR CONTACT INFO All GivenGain messages are emailed to the person that matches the profile you created Please ensure that your contact details are up to date Only the main administrator can update CONTACT INFO How To Update Impo
21. ssed in previous payments Although GivenGain cannot guarantee the exact date and time when the funds will be available in your cause account due to the nature of SWIFT transfers and the fact that different banks are involved in the transfer process transfers to the cause account will generally be credited within five 5 business days of the date GivenGain initiates the transfer vivengain Dashboard Publish ES Communication Database rer A Transfer Reports GivenGain Training Transfers Transfer Minimums All transfers to your account for June 2008 are listed below The last transfer made to your bank account is displayed at the top Payment Reports Manual Entries Types June 2008 GiftAid Transfer Amount Balance 2008 06 02 E 361 00 0 00 2008 06 23 457 00 0 00 Download June 2008 Transfer Data consult AFH 2008 17 USD EUR CAD GBP AUD TRANSFERS TO ALL CAUSES Transfer for the above currencies to your account are initiated on the 10th and 25th of each month at least 30 days after the donation was processed ZAR TRANSFERS TO SOUTH AFRICAN CAUSES South African Rand ZAR remittances to your account are done on Mondays and includes all transactions 14 days and older Should the Monday be a public holiday remittances are done on the next working day 6 3 PROCESSING AND TRANSFER FEES GivenGain charges the following fee for each batch currency transfer to your causey account These fees reflect the
22. t AFH who can provide training data management design and other customization services for your organization If you are already working with GivenGain partners and if your query relates to customisation services please contact support consultafh com For all other questions issues or suggestions please contact support givengain com The safest way to log a support request with GivenGain is to Log in as ADMINISTRATOR e Select DASHBOARD e Select HELP e Click on the LOG A SUPPORT REQUEST button O consult AFH 2008 14 4 6 UPGRADE OR DOWNGRADE You can upgrade from any level to any level at any time In order to preserve your database records you can only downgrade to a level that can handle your current database record count givengain PED ET Publish Payments Communication Database Dashboard Upgrade or downgrade Contact Info Location You can upgrade from any level to any level at any time In order to preserve your database records you can only downgrade to a level that can handle your current database record count Administrators Password Bank Compliance Help GivenGain Full Version EE cie You Have 615 Records In Your Database Billing D S 1 001 5 000 For example if you currently have 10 000 database atabase Size d records you can t downgrade to a service plan offering Service Type Standard 9 1 000 records unless you first delete 9 000 records Calculate Need something more
23. to limit the results to any number of records or view all from the View Online option e To download the report to MS Excel click on Download e To save this report as a Contact Group click on Save As a Group Transferred Show all X Sort Results Date Ascending or Descending Limit Limit to 100 Results Show all records View Online Download or Save As Group Save As Contact Group Enter group name Save As Group Ouery Results Date Name Project Membership Amount 1 2008 10 02 Stefanus Snyman o 60 00 ZAR 2 2008 10 02 Stefanus Snyman Waffle raffle Strawberries o 999 00 GBP 9 MANUAL ENTRIES We advise that clients first set up all there Types online e g Cheques Cash Direct Deposits Stop Orders etc before they start to use the Manual Entries Dashboard Publish EME Communication Database BERT Zivengain 7 A Manual Payment Entry Types Transfers Transfer Minimums Payment Type Payment Reports CAF voucher delete Manual Entries Cash delete Types Cheque delete GiftAid Direct Debit delete Direct Deposit delete Postal Order delete Stop Orders delete We also advise to rather search a donor on the DATABASE and to click on ADD DONATION on the donor s record see below than to click on MANUAL ENTRIES consult AFH 2008 20 givengain Database Search Queries Reports Groups Data Fields Field Groups Lookup Lists Relations O
24. w donations Project All projects Membership Show all Y Origin All transaction entries Transferred Show all v Sort Results Date Ascending or 9 Descending Limit Limit to 100 Results Show all records View Online Download or Save As Group Query Results Date Name Project Membership Status Frequency Amount 1 2008 10 02 Stefanus Snyman 60 00 ZAR 2 2008 10 02 Stefanus Snyman Waffle raffle Strawberries 999 00 GBP This type of report is typically used for decision making purposes or to find donors in your database according to certain criteria e g all donors who made a successful contribution of 50 USD to Project A in the period January 15 to March 03 Log in Select the TRANSACT link Select the REPORTS link Select the period for the report from the Period radio button Select whether to view failed or successful donations from the Status drop down menu Select the frequency of donations from the Frequency drop down menu Select a specific project if required from the Project drop down menu Select a specific membership if required from the Membership drop down menu consult AFH 2008 19 e Select to view donations processed by GivenGain or not from the Processed by drop down menu e Select to view donations which have been transferred or not from the Transferred drop down menu e Select the criteria to sort your results by from the Sort by drop down menu as well the direction e Choose
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