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Donations

This guide explains how to create and manage donation campaigns in Donation Mode. Donation campaigns allow you to collect direct donations without offering rewards or perks.

Overview​

Donation Mode is designed for nonprofits, charities, and organizations that want to accept direct donations. Unlike Campaign Mode, donation campaigns don't involve rewards or pledges—supporters simply make donations to support your cause.

Key Concepts​

  • Donations: Direct contributions from supporters
  • Donors: Supporters who make donations
  • Donation Campaigns: Campaigns that accept direct donations
  • Funds: Organizational structure for grouping campaigns (Pro feature)
  • Tribute Donations: Donations made in honor or memory of someone (Pro feature)

Creating Donation Campaigns​

Prerequisites​

Before creating donation campaigns:

  1. Verify Platform Mode

    • Ensure Donation Mode is enabled
    • Go to Growfund > Settings > General
    • Verify "Donation Mode" is selected
  2. Configure Settings

    • Complete basic settings configuration
    • Set up payment gateways
    • Configure donation form options

Step-by-Step Donation Campaign Creation​

  1. Navigate to Donations

    • Go to Growfund > Donations
    • Click Create Donation Campaign button
  2. Basic Information

    • Enter campaign title
    • Write campaign description
    • Upload featured image
    • Add campaign video (optional)
    • Set campaign category and tags
  3. Donation Settings

    • Set target amount (optional)
    • Configure donation form options
    • Set default donation amounts
    • Configure suggested amounts (Pro feature)
  4. Fund Assignment (Pro feature)

    • Assign campaign to a fund
    • Organize campaigns by cause or purpose
    • See Funds for detailed information
  5. Tribute Options (Pro feature)

    • Enable tribute donations
    • Configure tribute form fields
    • Set up tribute notifications
    • See Tribute Donations section
  6. Additional Settings (Pro features)

    • Enable anonymous donations
    • Allow company donations
    • Configure donation form options
    • Set campaign visibility
  7. Submit Campaign

    • Save as draft for later editing
    • Submit for admin approval (if required)
    • Publish immediately (if allowed)

Donation Form Options​

Basic Form Options​

  1. Navigate to Settings

    • Go to Growfund > Settings > Campaign > Donation Form
    • Configure donation form options
  2. Default Amounts

    • Set default donation amounts
    • Configure amount buttons
    • Set minimum donation amount
  3. Suggested Amounts (Pro feature)

    • Configure suggested donation amounts
    • Set amount buttons
    • Customize amount options
  4. Custom Amounts (Pro feature)

    • Allow donors to enter custom amounts
    • Set minimum and maximum limits
    • Configure custom amount field

Form Configuration​

  • Amount Options: Pre-configured donation amounts
  • Custom Amounts: Allow custom donation amounts (Pro)
  • Recurring Donations: Enable recurring donation options (if available)
  • Donor Information: Required and optional donor fields
  • Payment Options: Available payment methods

Donation Processing​

Making Donations​

  1. Frontend Donation

    • Donor visits campaign page
    • Clicks donation button
    • Fills out donation form
  2. Select Amount

    • Choose from suggested amounts
    • Enter custom amount (Pro feature)
    • Select donation type (one-time or recurring)
  3. Donor Information

    • Enter name and email
    • Add billing address (if required)
    • Enter tribute information (Pro feature, if applicable)
  4. Payment Processing

    • Select payment method
    • Enter payment details
    • Submit donation
  5. Confirmation

    • Donor receives confirmation email
    • Receipt is generated automatically
    • Donation is recorded in system

Donation Status​

Donations can have different statuses:

  • Pending: Donation is initiated but payment not yet processed
  • Completed: Payment is successfully processed
  • Failed: Payment processing failed
  • Refunded: Donation is refunded to donor
  • Cancelled: Donation is cancelled

Managing Donations​

Viewing Donations​

  1. Navigate to Donations

    • Go to Growfund > Donations (transaction list)
    • View all donations across campaigns
    • Filter by campaign, status, or date
  2. Campaign Donations

    • Go to campaign details
    • Click Donations tab
    • View donations for that specific campaign

Donation Details​

  • Donor Information: Name, email, address
  • Donation Amount: Amount donated
  • Payment Method: Payment gateway used
  • Transaction ID: Payment transaction identifier
  • Date and Time: Donation timestamp
  • Receipt: PDF receipt generation
  • Tribute Information: Tribute details (Pro feature, if applicable)

Processing Donations​

  1. View Pending Donations

    • Go to Growfund > Donations
    • Filter by "Pending" status
    • Review pending donations
  2. Process Payment

    • Click on donation to view details
    • Verify payment information
    • Process payment through payment gateway
  3. Confirm Donation

    • Mark donation as completed
    • Send confirmation email to donor
    • Generate receipt

Anonymous Donations (Pro)​

Enabling Anonymous Donations​

  1. Navigate to Settings

    • Go to Growfund > Settings > User Permissions
    • Find "Anonymous Contributions" option
  2. Enable Feature

    • Toggle anonymous donations on
    • Configure privacy settings
    • Set display options
  3. Save Settings

    • Click Save Changes
    • Anonymous donations are now available

Anonymous Donation Process​

  1. Donor Selection

    • Donor selects "Donate anonymously" option
    • Donor information is not displayed publicly
    • Donation still appears in campaign totals
  2. Privacy Settings

    • Donor name is hidden from public display
    • Donor email is kept private
    • Admin can still view donor information
  3. Receipt Generation

    • Receipt still generated for donor
    • Email sent to donor
    • Public display shows "Anonymous" instead of name

Tribute Donations (Pro)​

Setting Up Tribute Donations​

  1. Navigate to Campaign Settings

    • Go to campaign settings
    • Find "Tribute" section
    • Enable tribute donations
  2. Configure Tribute Options

    • Enable "In Honor" donations
    • Enable "In Memory" donations
    • Configure tribute form fields
    • Set up tribute notifications
  3. Save Settings

    • Click Save Changes
    • Tribute donations are now available

Tribute Donation Process​

  1. Donor Selection

    • Donor selects tribute option during donation
    • Chooses "In Honor" or "In Memory"
    • Enters honoree information
  2. Tribute Information

    • Enter honoree name
    • Add tribute message (optional)
    • Enter notification recipient email (optional)
  3. Notification (Pro feature)

    • Notification email sent to recipient
    • Includes tribute information
    • E-card option available (Pro feature)

Managing Tribute Donations​

  • View tribute donations in campaign
  • See tribute information and messages
  • Manage tribute notifications
  • Export tribute donation reports

Company Donations (Pro)​

Enabling Company Donations​

  1. Navigate to Settings

    • Go to Growfund > Settings > Campaign > Donation Form
    • Find "Company Donations" option
  2. Enable Feature

    • Toggle company donations on
    • Configure company fields
    • Set up company receipt options
  3. Save Settings

    • Click Save Changes
    • Company donations are now available

Company Donation Process​

  1. Donor Selection

    • Donor selects "Company Donation" option
    • Enters company information
    • Provides company details
  2. Company Information

    • Enter company name
    • Add company address
    • Enter tax ID (if applicable)
  3. Receipt Generation

    • Company receipt generated
    • Includes company information
    • Tax information included (Pro feature)

Fund Management (Pro)​

Assigning Campaigns to Funds​

  1. Navigate to Campaign

    • Go to campaign settings
    • Find "Fund Assignment" section
    • Select fund from dropdown
  2. Fund Selection

    • Choose existing fund
    • Or create new fund
    • Save assignment

Fund Organization​

  • Create Funds: Organize campaigns by cause
  • Fund Overview: View fund performance
  • Fund Analytics: Track fund donations
  • Fund Reports: Generate fund reports

See Funds for detailed fund management information.

Donation Receipts​

Automatic Receipt Generation​

  1. Receipt Creation

    • Receipt automatically generated after donation
    • PDF format
    • Branded with your logo
  2. Receipt Delivery

    • Email sent to donor automatically
    • Receipt attached to email
    • Donor can download receipt
  3. Receipt Content

    • Donation amount and date
    • Campaign information
    • Tax information (Pro feature)
    • Donor information

Receipt Customization (Pro)​

  1. Navigate to Settings

    • Go to Growfund > Settings > PDF Receipt
    • Configure receipt options
  2. Customize Receipt

    • Add logo and branding
    • Customize colors (Pro feature)
    • Add tax information (Pro feature)
    • Include signature (Pro feature)
  3. Annual Receipts (Pro feature)

    • Generate annual receipts for donors
    • Consolidate yearly donations
    • Send to donors annually

Donation Analytics​

Viewing Donation Statistics​

  1. Navigate to Campaign

    • Go to campaign details
    • Click Analytics tab (Pro feature)
  2. View Metrics

    • Total donations received
    • Average donation amount
    • Donation trends over time
    • Donor demographics
  3. Export Data

    • Export donation data for analysis
    • Generate reports
    • Share with stakeholders

Managing Donors​

Viewing Donors​

  1. Navigate to Donors

    • Go to Growfund > Donors
    • View all donors across campaigns
    • Filter by campaign or date
  2. Campaign Donors

    • Go to campaign details
    • Click Donors tab
    • View donors for that campaign

Donor Information​

  • Contact Details: Name, email, address
  • Donation History: All donations made by donor
  • Total Donated: Lifetime donation amount
  • Campaigns Supported: Campaigns donor has contributed to
  • Receipts: All receipts for donor

Donor Overview (Pro)​

Pro version includes donor overview dashboard:

  • Donation Summary: Total donations and count
  • Campaigns Supported: List of supported campaigns
  • Activity Log: Donation activity history
  • Receipts: Access to all receipts

Best Practices​

Donation Campaign Creation​

  • Clear Purpose: Clearly state campaign purpose and goals
  • Compelling Content: Use images and videos to engage donors
  • Realistic Goals: Set achievable target amounts
  • Regular Updates: Keep donors informed with updates (Pro feature)

Donation Processing​

  • Quick Processing: Process donations promptly
  • Clear Communication: Keep donors informed
  • Receipt Delivery: Ensure receipts are sent automatically
  • Thank You Messages: Send personalized thank you messages

Donor Management​

  • Donor Engagement: Engage with donors regularly
  • Appreciation: Thank donors for their contributions
  • Updates: Share campaign progress with donors
  • Privacy: Respect donor privacy preferences

Note: Donation campaigns are essential for nonprofits and charities. Well-managed donation campaigns lead to successful fundraising outcomes.