Giving Hub Setup and Configuration

Review fund settings for displaying a fund on Giving Hub and understand how to set grant type, service area, memorials, promote order, checking account, and adding images.

Review Giving Hub settings and configurable content.

Review the webpage for the Giving Hub, understand how the settings and content covered in parts one and two display on the Giving Hub, and review the Donate to a Fund page.

Review the Grant Catalog, Event Tickets, and Nonprofit Directory pages as well as the checkout process.

Settings

Multiple settings impact the Giving Hub pages. Review the Giving Hub Settings Fields section in Portal Options Settings for additional detail.

Logo

The logo in system data will appear at the top of the Giving Hub unless modifications are made to exclude it by selecting Hide Nav Logo in Advanced Styles. If the logo does not display, it must be deleted and then added again in System Data.

Content

There are several content areas seen by donors during the donation process that can be customized. Review content information in Portal Options Content for information on these content blocks and others seen on the Giving Hub pages.

Style

The style, or look and feel, of the Giving Hub can be customized. Review Styles for guidance.

A Google Analytics account is required to use Measurement ID and Measurement Protocol API Secrets. After account creation, Google Analytics can be linked to the Giving Hub pages using Measurement ID and Measurement Protocol API Secrets. While both fields do not have to be used, Google Measurement Protocol API Secrets is needed to populate the donation record's fields for the various amounts. Setting the Google Measurement Protocol API Secrets field allows a site to receive analytics through the Portal Options Settings. Google Analytics can take up to 24 hours for reporting. 

• Resources: 
  • Create a Google Analytics Account
  • Measurement ID
  • Measurement Protocol API Secrets

The fund settings listed below control how funds display and function on the Giving Hub fund donation page. At least one fund must be set up for the donation page to display properly.

Checking Account - A checking account is required for a fund to accept online donations.

• If a checking account is not assigned, the fund will not display on the page.

Fund Name - The fund name will display on the page unless a public name is available.

Public Name - When populated, public name will override the fund name on the fund donation page.

Grant Type - Displays on the card and individual fund donation page beneath the fund name. This is an optional field.

Service Area - Displays the service area set on the fund on the individual fund page below fund name and grant type if this optional setting is checked in advanced styles. This is an optional field.

Fund Steward - Displays the fund steward and their contact information on the individual fund donation page. Data for the steward is populated from the user profile for the steward. The steward's name will pull from the label if that is populated; if the label is blank, then the name will display as last name, first name. This is an optional field.

• If checked, ensure the profile is an individual record and not an organization record. If using an organization record, then the name will display last name, first name under the image.

Image - An image can be added on a fund. Show Fund Images must be on in Portal Options Settings to display the image on the card view of the fund donation page. This is an optional field.

No Memorials - This setting disables the ability to accept donations in honor or in memory of donations for a fund.

Promote - When checked, the fund will appear as a featured fund and will be displayed on the fund donation page in a card or list view, depending on the style settings. Funds do not need to be marked promote to accept online donations. 

• All funds that are not private and have an assigned checking account will be available in the Search Funds box and the Show Additional Funds list. Promoted funds will be listed alphabetically unless a sort order is specified.  This can be done on an individual fund record or by clicking List Promoted and then Change Sort.

Private - If checked, a fund will not be available for donations on the fund donation page.

• An advisor to the fund will be able to donate to the fund when they are logged into their Fund Management tab of the Portal, but it will not be visible to anyone else.

Additional Image - An optional second image that appears when a donor clicks on the donate button on the fund donation page.

Fund Summary - A description field for the fund that will display on the card/list view on the fund donation page.  The intent for this field is a short summary to explain the purpose of the fund.  This field is HTML compatible.

Fund Detail Summary - An optional additional field that appears when a donor clicks on the donate button on the fund donation page.  This field can be used for more detailed information about the fund and has an unlimited character count.  This field is HTML compatible.

Click Donate on the Giving Hub fund listing page to access the individual fund page where donors can submit online donations. The individual fund page displays the fund's information, including an optional additional fund image and a detailed summary. The donation giving and checkout processes are streamlined by the use of sequential information gathering and checkout screens.

 

To complete a fund donation checkout on the Giving Hub, donors select a fund, enter donation information, provide donor details, and submit payment. After selecting a fund, donors are directed through sequential checkout screens where donation amounts can be selected, notes can be added, and tribute information can be gathered.

1. In the Giving Hub on the Donate to a Fund page, click Donate on a fund.
    
2. Enter the applicable Donate information. 
   • Select a preset giving amount or select Other Amount and enter that number in the applicable field.
     
      
   • If the donation is a recurring donation, click Recurring Donation Amount and enter the applicable information.
     
      
   • If any additional notes are to be submitted with the donation, enter them in Additional Notes.
     • These will appear on the donation record.
       
        
3. Enter the applicable Tribute Information, and then click Donate.
   • Tribute information is optional.
   • Tribute names can be searched or a type of tribute can be selected.
     • If In Memory of or In Honor of is selected, then enter the tribute's name and contact information.
       
        
   • A summary of donations is displayed with the ability to delete any donations from the list.
     • Click Fund List to make another donation.
     • Click Pay with Giving Card to use a giving card for payment of the donation.
4. Enter the applicable Your Information, and then click Review.
   • Asterisks indicate required fields.
   • Check the Privacy box to make the donation anonymous.
   • Check the Newsletter box to join the newsletter listing.
   • Check the Increase Donation box to add funds to cover the donation processing fee.
     
      
5. Review the information, and then click Continue.
   • If updates to the displayed information are needed, click Update Information and make the applicable edits.
     
      
6. Complete the applicable payment information.

To purchase grant cards on the Giving Hub, donors select the number of cards to purchase, enter their information, and complete payment through the checkout process. Grant cards can then be used to make donations to funds, grant catalogs, nonprofits, or events.

1. In the Giving Hub on the Giving Cards page, enter the applicable Purchase Giving Cards information, and then click Add to Cart.
    
2. Click Checkout to begin the checkout process.
   • Click Continue Giving to return to the Giving Hub Donate to a Fund page.
      
   • A summary of donations is displayed with the ability to delete any donation from the list. 
     • Click Fund List to make another donation.
     • Click Pay with Giving Card to use a giving card for payment of the donation.
3. Enter the applicable Your Information, and then click Review.
   • Asterisks indicate required fields.
   • Check the Privacy box to make the donation anonymous.
   • Check the Newsletter box to join the newsletter listing.
   • Check the Increase Donation box to add funds to cover the donation processing fee.
     
      
4. Review the information, and then click Continue.
   • If updates to the displayed information are needed, click Update Information and make the applicable edits.
     
      
5. Complete the applicable payment information.

The grant catalog settings listed below control how grant requests display on the Giving Hub grant catalog page. These settings determine what information donors see when browsing grant opportunities and viewing individual grant pages.

Image - Displays as the main image on the listing page and the individual grant page.

Grantee - The profile name of the grantee displays on the page unless there is a fiscal sponsor.

Grant Category - Displays on the listing page and individual grant page beneath the grantee name. This is an optional field.

Website URL - Displays on the individual grant page beneath the grant category.

Short Description - Displays on the listing page and the individual grant page beneath the grant category and website url.

Additional Image - Displays as the secondary image on the individual grant page above the long description. This is an optional field.

Long Description - Displays on the individual grant page below the additional image.

To complete a grant catalog donation checkout on the Giving Hub, donors select a grant opportunity, enter donation information, provide donor details, and submit payment. The checkout process is similar to the fund donation checkout process, with sequential screens for gathering donation and donor information.

1. In the Giving Hub on the Grant Catalog page, click the Grant Catalog name.
   
    
2. Click on a grantee or fund name.
   • Click a grantee name to donate to a grant.
   • Click a fund name to donate to a fund.
     
      
   • Alternatively, enter the amount to be donated to the grant in the donation box and click Add. Repeat this for any applicable grantee or fund in the catalog, then click the cart icon.
     • Proceed to Step 5 to continue with the checkout instructions.
       
        
3. Enter the applicable Donate information
   
   • If any additional notes are to be submitted with the donation, enter them in Additional Notes. 
     • These will appear on the donation record.
       
        
4. Enter the applicable Tribute information, and then click Donate.
   • Tribute information is optional.
   • Tribute names can be searched, or a type of tribute can be selected.
     • If In Memory of or In Honor of is selected, then enter the tribute's name and contact information.
       
        
   • A summary of donations is displayed with the ability to delete any donations from the list. 
     • Click the grant catalog name to make another donation.
     • Click Pay with Giving Card to use a giving card for payment of the donation.
5. Enter the applicable Your Information, and then click Review.
   • Asterisks indicate required fields.
   • Check the Privacy box to make the donation anonymous.
   • Check the Newsletter box to join the newsletter listing.
   • Check the Increase Donation box to add funds to cover the donation processing fee.
     
      
6. Review the information, and then click Continue.
   • If updates to the displayed information are needed, click Update Information and make the applicable edits.
     
      
7. Complete the applicable payment information.

The event campaign settings listed below control how events display on the Giving Hub Events page. These settings determine what information donors see when browsing events and viewing individual event pages.

Campaign Image - Displays as the main image on the events listing page and individual event page.

Campaign Description - Displays on the events listing page and individual event page as the title of the event.

Campaign End Date - Displays on the events listing page and individual event page under the Description. This should be the date of the event. 

Campaign Start Time - Displays on the individual event page as the time of the event beneath the end date. 

Campaign Ticket Header - Displays on the individual event page at the top of the second block that displays additional information.  This field is optional and  HTML compatible.

Campaign Location - Displays on the individual event page in the second block under the campaign ticket header.  This field is optional and  HTML compatible.

Additional Image - Displays on the individual event page in the second block above the campaign ticket header.

Click Tickets on the Giving Hub events listing page to access the individual event page, where donors can purchase tickets and view additional event information. The individual event page displays the campaign image, description, date, time, and location. Click Add Tickets to begin the purchase process.


 

To purchase event tickets on the Giving Hub, donors select an event, choose ticket types and quantities, provide attendee information, and complete payment through the checkout process. The Unified Ticket Checkout setting must be enabled to use the unified ticket workflow.

1. In the Giving Hub on the Event Tickets page, click Tickets on an event.
   
    
2. Click Add Tickets.
   
    
3. Add the applicable tickets to the order, and then click Submit.
   • Use the Add option to add the selected tickets to the Order Summary. Use the Update option to make changes to any ticket selections.
   • All active and public tickets associated with the event campaign will appear on one page, and individual tickets can be selected as needed.
   • The Order Summary will display the selected ticket name and quantity.
   • If Ticket Additional Donation has been enabled on the event campaign, there is an option to fill in an Additional Donation.
     
      
4. Enter the applicable Your Information, and then click Review.
   • Asterisks indicate required fields.
   • If applicable, check the Newsletter box to join the newsletter listing.
   • If applicable, check the cover the donation processing fee box.
     
      
5. Review the information, and then click Continue.
   • If updates to the displayed information are needed, click Update Information and make the applicable edits.
     
      
6. Complete the applicable payment information.
   • If the ticket allows guests, the donor will be prompted to enter the guest information.

The nonprofit directory settings listed below control how nonprofit organizations display on the Giving Hub Nonprofit Directory page. These settings determine what information donors and other constituents see when browsing the directory and viewing individual nonprofit pages.

Nonprofit Name - Displays the organization name from the main profile on the list view of the nonprofit directory listing page and individual nonprofit page. 

Service Area - Displays the service area assigned to the main profile. This is an optional field.

Nonprofit Category - Displays one or more categories from the nonprofit category list assigned to the nonprofit designation. This is an optional field.

Profile Image - Displays as the main image on the individual nonprofit page. 

Nonprofit Statement - Displays on the individual nonprofit page in the first block under the categories.

Nonprofit Additional Image - Displays as the secondary image on the individual nonprofit page above the nonprofit description.  This is an optional field.

Nonprofit Description - Displays on the individual nonprofit page below the additional image. This field is optional and HTML compatible.

Click the nonprofit's name on the Giving Hub Nonprofit Directory listing page to access the individual nonprofit page where donors can view detailed nonprofit information and make donations if applicable. The individual nonprofit page displays the organization's name, category, service area, mission statement, images, and description.

 

To complete a nonprofit donation checkout on the Giving Hub, donors select a nonprofit from the directory, enter donation information, provide donor details, and submit payment. The checkout process is the same as the fund donation checkout process.

1. In the Giving Hub on the Nonprofit Directory page, click the nonprofit name to which the donation will be given.
   
    
2. Enter the applicable Donate information. 
   • Select a preset giving amount or select Other Amount and enter that number in the applicable field.
     
      
   • If the donation is a recurring donation, click Recurring Donation Amount and enter the applicable information.
     
      
   • If any additional notes are to be submitted with the donation, enter them in Additional Notes.
     • These will appear on the donation record.
       
        
3. Enter the applicable Tribute information, and then click Donate.
   • Tribute information is optional.
   • Tribute names can be searched or a type of tribute can be selected.
     • If In Memory of or In Honor of is selected, then enter the tribute's name and contact information.
       
        
   • A summary of donations is displayed with the ability to delete any donations from the list. 
     • Click Fund List to make another donation.
     • Click Pay with Giving Card to use a giving card for payment of the donation.
4. Enter the applicable Your Information, and then click Review.
   • Asterisks indicate required fields. 
   • Check the Privacy box to make the donation anonymous.
   • Check the Newsletter box to join the newsletter listing.
   • Check the Increase Donation box to add funds to cover the donation processing fee.
     
      
5. Review the information, and then click Continue.
   • If updates to the displayed information are needed, click Update Information and make the applicable edits.
     
      
6. Complete the applicable payment information.