Online Giving

The giving experience

A public giving page lets a donor choose a fund, amount, frequency, and secure payment method.

• Keep fund names and descriptions clear.
• Show the organization identity and secure payment state.
• Provide a confirmation and receipt after successful payment.
• Give recurring donors a secure way to manage future gifts.

Giving operations

Authorized finance users can review gifts, deposits, failures, refunds, exports, and reconciliation.

1. 1
   Review activity

   Monitor new gifts and any payment that needs attention.

2. 2
   Reconcile deposits

   Match processor deposits to Patvero transactions and fees.

3. 3
   Resolve exceptions

   Use the payment state and delivery history before retrying or contacting a donor.

4. 4
   Report responsibly

   Export only what is required and protect donor identity and financial information.

Access and separation of duties

Giving permissions should be limited to the people who need them. Separate configuration, refund approval, and reconciliation where your organization requires it.