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REACH Knowledge Base

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REACH Knowledge Base

  • REACH Knowledge Base
  • Donations

Articles tagged with: Donations

  • Try Out the Donation & Supporter Features in REACH

  • Recurring Donation Summary Report

  • Major Donors (Form 990 Prep)

  • Top Donors Report

  • Recurring Donation Audit Report

  • Donation History Import

  • Double the Donation

  • Card Expiration Report

  • Donation Details Report

  • Making a One-Time Sponsorship Donation

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Popular Articles

  • Liquid Objects (Liquid Tags)
  • Text Messages
  • Admin Users
  • DIY Setup Checklist: Your Guide to Getting Started

Knowledge Base

  • Getting Started with REACH
    • REACH Setup
      • DIY Setup Checklist: Your Guide to Getting Started
      • Setup Checklist with Expert Assistance: Your Guided Onboarding
      • Watch Webinar: Getting Started
      • Try Out Sponsorships in REACH
      • Try Out the Donation & Supporter Features in REACH
      • System Checks: Preparing to Launch REACH
    • Navigating REACH
      • Viewing Your Public Site and Logging In
      • Admin Console Navigation
      • Support Information
  • Settings
    • Portal Settings
      • Portal Setup
      • Portal Branding
      • Menus
      • Themes
      • CSS Editor
      • Site Integrations
      • Double the Donation
      • Mailchimp Setup
      • Mailchimp Sync Options
    • Donation Settings
      • Donation Setup
      • Donation Categories
      • Donation Forms and Links
      • Adding Custom Fields to a Donation Form
    • Organization Settings
      • Role Based Admin Permissions Guide
      • Account Settings
      • Retainer Service
      • Account Rules
      • Admin Users
      • Two-Factor Authentication (2FA)
      • Campaign Themes
      • Domain Names
      • Data Categories
  • General Info
    • Glossary of REACH Terminology
    • Plan Levels
    • Payment Gateways
    • Basic vs Full Donor Management
    • Referral Program
    • Change Log
    • Support Schedule
  • Donations
    • Donations Module
    • Donation Details Report
    • PCI Transfer
    • Entering Donations
    • Entering a Split Donation
    • Editing Donations
    • Redirecting Donations to a Sponsorship
    • Changing Recurring Donation Amount
    • Managing Failed Donations
    • Refunding Donations
    • Past Due Donations
    • Mark as Current / Skipped Donations
    • Resending a Receipt
    • Text to Give Setup
    • Donating via Text to Give
    • Donation Levels
    • Pledges
    • Multi-Currency
    • Soft Credit
    • In-Kind Donations
    • Card Expiration Report
  • Sponsorships
    • Sponsorship Overview
      • Sponsorships Overview
      • Sponsorship Profile Record
      • The Sponsorship Supporter Record
    • Sponsorship Setup
      • Basic Sponsorship Setup Video
      • Sponsorships Checklist
      • Sponsorship Custom Fields
      • Sponsorship Types
      • Adding Sponsorship Profiles
      • Sponsorship Images
      • Sponsorship Album Import
    • Sponsorship Options
      • Sponsorship Settings Options
      • Sponsorship Recurring Period Payment Options 
      • Sponsorship Privacy Options
      • Sponsorship Classifications
      • Soft Supporters/Sponsors
      • Filtering and Ordering Sponsorships
      • Sponsorships Conversations
      • Video Messaging
      • Biggest Need Sponsorships
      • Family Unit (Grouping) Sponsorships
    • Starting, Editing and Updating Sponsorships
      • Updating Sponsorship Profiles
      • Converting Legacy or Offline to Online Sponsorship
      • Starting a Sponsorship
      • Placing a Sponsorship on Hold
      • Bulk Update Cost
      • Canceling a Sponsorship
      • Making a One-Time Sponsorship Donation
      • Moving Multiple Sponsorships to the Same Payment Schedule
      • Replacing a Sponsorship for a Supporter
      • Changing a Payment Type for a Sponsorship
      • Updating Sponsorship Cost and Shares
      • Fixing a Recurring Sponsorship Donation
    • Sponsorship Reports
      • Sponsorships Report
      • Sponsors Report
      • Conversations Report
  • Supporters
    • Supporters Overview
    • Supporter Custom Fields
    • Supporter Profile Record
    • Onboarding Supporters
    • Editing a Supporter Record
    • Tasks, Notes and Files
    • Activity Log
    • Supporter Notifications
    • Supporter Groups
    • Supporter Segments
    • Supporters Report
    • Soft Sponsors Activity Report
    • Resolving and Merging Duplicates
    • Merge Supporter Records
    • Supporter Cancellation
    • Export Supporter List
    • Updating Payment Information
    • What do I do if a supporter is deceased?
  • REACHpay
    • REACHpay Overview and FAQs
    • REACHpay Setup (Current REACH Clients)
    • REACHpay Setup (New REACH Clients)
    • Payouts and Deposits
    • REACHpay Payout Reconciliation Report
    • REACHpay Supporter Payment Methods
    • ACH/EFT with REACHpay: Overview and Setup 
    • ACH/EFT with REACHpay: Supporter Setup
    • REACHpay How Disputes Work
  • Themes
    • REACH Theme Overview & FAQs
    • New Features List by REACH Theme
    • Updating your REACH Theme
    • Quartz 2 & Ruby 2 Theme Documentation
    • Theme Design Components
    • Theme Menu
  • Campaigns
    • Campaigns Overview
    • Starting a Fundraising Campaign
    • Starting a Supporter Campaign
    • Approving Supporter Campaigns
    • Campaign Pledges
  • Trips
    • Trips (Managed Missions)
    • Adding a Trip
  • Projects
    • Projects Overview
    • Adding a Project
    • Project Custom Fields
  • Places
    • Places Overview
    • Adding a Place
    • Places Custom Fields
  • Events
    • Events Overview
    • Creating an Event
    • Adding Event Registrations 
    • Viewing Event Registrations
    • Event Registrations Report
    • Event FAQs
  • Membership Programs
    • Memberships Overview
    • Adding Membership Programs
    • Managing your Membership Program
    • Managing your Memberships 
    • Sharing and Communicating your Membership Program
    • Memberships Report
  • Products
    • Products Overview
    • Adding Products
    • Product Orders
    • Sponsorship Gifts
    • Sponsorship Gift Orders
    • Discount Codes
    • Shipping Methods
    • Product Reports
    • Product FAQs
  • Communications
    • Communications Overview
    • REACH System Emails
    • Email Template Editor
    • Emails
    • Mail Merge Templates
    • Messages
    • Text Messages
  • Donor Mobile App
    • Donor Mobile App Overview and FAQs
    • Donor Mobile App Examples
    • Push Notifications for Mobile App
  • Data Setup
    • Imports and Exports
      • Importing Your Data
      • Sponsorship Images Import
      • Sponsorships Import 
      • Supporters Import
      • Donation History Import
      • Products Import
      • Sponsorship Conversation Import 
      • Custom Table Import Templates
      • Supporter Contact Import
      • Supporter Notes Import
      • Messages Import
      • Available Exports
    • Additional Data Options
      • Data Setup Overview
      • Custom Fields
      • Custom Forms
      • Admin Automations
      • Tags
      • QR Codes
      • Customizing QR Code Templates
  • Portal Content
    • Portal Content Overview
    • Pages
    • Albums
    • Media
  • Reports
    • Reports Overview
    • Dashboard Widgets
    • Weekly Summary
    • Available Reports
    • Customizing Contribution Statements
    • Sending Contribution Statements
    • Contribution Statement Audit Report
    • Canadian Contribution Statements
    • Merging your REACH Data with Quickbooks
    • QuickBooks Export File
    • Blocked Emails Report
    • Major Donors (Form 990 Prep)
    • Pledge Details Report
    • REACH Index Report
    • Recurring Donation Summary Report
    • Recurring Donation Audit Report
    • Soft Credit Details Report
    • Top Donors Report
  • Donor Portal
    • Donor Portal Overview
    • Customizing Your Donor Portal
    • Converting Sponsorships to Online in Donor Portal
    • Printing Contribution Statements from Donor Portal
    • Messaging a Sponsorship from Donor Portal
    • Purchasing a Sponsorship Gift from Donor Portal
    • Donor Portal Alert
    • Catch Up Alert in Donor Portal
  • Tracking Options
    • Affiliate Codes
    • UTM Tracking
    • Google Analytics
  • Troubleshooting FAQs
    • Recurring Donation Payment Method
    • Reports Not Completing
    • Login Assistance
    • Too Many Emails
    • Blocked and Bounced Emails
    • Not Receiving Text Messages
    • 404 Error Page
    • How to Delete a Supporter or Sponsorship Record
    • Preventing Fraudulent Activity
  • Developer Resources
    • REACH System Overview for Developers
    • Liquid Objects (Liquid Tags)
    • Liquid Information
    • Filters
    • Operators
    • Forms
    • Pagination
    • API Documentation
    • Example API Calls
    • Zapier Integration
    • Zapier: REACH + Constant Contact
    • Zapier: REACH + Google Forms
    • Zapier: REACH + Google Sheets
    • Zapier: REACH + Mailchimp
    • Zapier: REACH + Microsoft Excel
    • Zapier: REACH + Microsoft Teams
    • Zapier: REACH + Salesforce
    • Zapier: REACH + Slack
    • Zapier: REACH + QuickBooks

Tags

  • Account Settings (3)
  • Admins (5)
  • Automation (5)
  • Campaigns (11)
  • Communications (9)
  • Contribution Statements (5)
  • Conversations (4)
  • Customization (22)
  • Customizations (10)
  • Data Syncing (5)
  • Donations (37)
  • Donor Portal (10)
  • Duplicates (2)
  • Email (2)
  • Emails (3)
  • Events (6)
  • Exports (3)
  • Filters (2)
  • Images (2)
  • Imports (13)
  • Integrations (5)
  • Memberships (4)
  • Merge (2)
  • Online Donations (3)
  • Orders (3)
  • past due (3)
  • Places (7)
  • Products (11)
  • Projects (9)
  • Public Portal (8)
  • REACHpay (4)
  • Reports (21)
  • Settings (19)
  • Setup (4)
  • Site Integrations (11)
  • sponsors (3)
  • Sponsorship Gifts (4)
  • Sponsorships (49)
  • supporter communication (5)
  • Supporters (41)
  • text (2)
  • text to give (4)
  • Themes (8)
  • tracking (3)
  • Zapier (9)

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REACH provides child sponsorship management, donor management, nonprofit fundraising, text to give solutions for nonprofits around the globe.

We are dedicated to providing nonprofits with a solution that is simple to use, effective and saves them time and resources.

© Copyright 2018 - | All Rights Reserved | REACH® is a service of Sugar Maple Interactive LLC
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REACH

REACH provides child sponsorship management, donor management, nonprofit fundraising, text to give solutions for nonprofits around the globe.

We are dedicated to providing nonprofits with a solution that is simple to use, effective and saves them time and resources.

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