Giving Hub and Portal Settings control how the Giving Hub and Portal displays and which features are available. Use these settings to customize tab names, navigation labels, feature visibility, and functionality for different profile designations including donors, fund advisors, grantees, students, vendors, and customers.
Who: Giving Hub and Portal Settings are for donor relations, administrative, and communications staff who manage the Giving Hub and Portal experience for donors, fund advisors, and other constituents.
When to Customize Giving Hub and Portal Settings
Customize Giving Hub and Portal Settings to:
- Change navigation labels and tab names to match your organization's terminology.
- Enable or disable Giving Hub features like recurring donations, tributes, credit card fee coverage, and newsletter signups.
- Enable or disable Portal tabs for specific profile designations like donors, grantees, students, vendors, customers, or fund advisors.
- Set minimum donation amounts or giving levels in the Giving Hub.
- Customize checkout options and legal terms for online donations.
Access Giving Hub and Portal Settings
Below are descriptions of the fields in Giving Hub Settings and Portal Settings found on the Portal Options page.
- Navigate to the Portal Options page to access these settings.
Depending on your system configuration, certain settings may not appear. If a setting is missing that you think you should have, contact Support.
Label fields are limited to 60 characters. Tabs are limited to 40 characters, and descriptions are limited to 255 characters.
Giving Hub Settings
- Navigate to the Portal Options page and click Giving Hub Settings in the left-side menu to access settings for the Giving Hub.
Show Google Translate - Enables Google Translate on the Giving Hub.
Google Analytics Measurement ID - Enter the Measurement ID from Google Analytics to send data to a specific web data stream.
- This field is not required.
Google Analytics API Secret - Enter the Measurement Protocol API Secrets to populate the amounts fields for donation records in Google Analytics.
- This field is needed to populate the donation record's fields for the various amounts.
Enable Fund Request Form - If checked, a link to the Public Fund Request on the Giving Hub will be available on the System URLs page. This link will make the fund request form available to the public and any potential donor.
Tab Names
The following fields customize the tab names that appear on the Giving Hub.
Donate To A Fund Tab Name - Change the name of the Donate to a Fund tab on the Giving Hub.
Hide Public Grant Catalog Tab - Hides the Grant Catalog tab from the Giving Hub.
Grant Catalog Tab Name - Change the name of the Grant Catalog tab on the Giving Hub.
Hide Event Tickets Tab - Hides the event tickets tab from the Giving Hub.
Event Tickets Tab Name - Change the name of the Event Tickets tab on the Giving Hub.
Hide Nonprofit Directory Tab - Hides the Nonprofit Directory tab from the Giving Hub.
Nonprofit Directory Tab Name - Change the name of the Nonprofit Directory tab on the Giving Hub.
Show Profile Type Directory Tab - Enables the Profile Type Directory tab on the Giving Hub.
Profile Type Directory Tab Name - Change the name of the Profile Type Directory tab on the Giving Hub.
Donate
The following fields control donation features on the Giving Hub.
No Memorials - Turns off memorials for online donations. This means donors will not have the option to select a tribute when making online donations.
Public Recurring Donations - Allows donors to set up recurring donations from the Giving Hub.
Show Recurring Donation End Date - Allows donors to specify an end date when creating a recurring donation from the Giving Hub.
Min Online Donation - Allows a minimum dollar amount to be set for online donations.
- If left blank, the minimum donation amount defaults to $10.
Giving Levels - Adds the ability to designate giving (donation) levels on the Giving Hub. These levels are overridden by giving levels set on a fund.
- Giving levels will display on the Giving Hub Fund page under the One-time Donation Amount.
- Use a comma to separate the list of amounts.
- Example: 10,50,100 or $10,$50,$100
Allow Donation Comments - If checked, donors will be able to leave a comment when making a donation from the Giving Hub.
- This may be helpful if a donor wants to communicate the intent of their gift.
Donation Comments Label - Additional Notes is the default text that displays next to the comments box in the Giving Hub. If a value is provided for the Donation Comments Label, that value replaces the default text.
Recurring Donation Reminder Days - This allows users to select a number between 7 and 90 days for a recurring donation reminder email to be sent automatically. Recurring donation reminder content fields must be completed before the email is sent.
- Entering a 0 in this field will disable the emails.
Enable Pledge/Promise Form - If checked, the pledge/promise form will be available during the public donation workflow on the Giving Hub.
Pledge/Promise Form Button Label - Customizable label for the pledge/promise form button.
Checkout
The following fields customize checkout options and donor preferences during the donation process on the Giving Hub.
Enable Household Giving - If checked, the Household giving option will be available on the Giving Hub.
Cover CC Fee Percent - Allows the option to enter a percentage to suggest to donors to cover processing fees related to the donation. Donors will have the option to cover those fees in the check out process.
- The percentage set does not need to match the percentage charged.
- The donation will be under the typical profile payment split in two, with the additional donation existing to cover the fee.
CC Fee Fund - This is the fund that assesses the credit card fees from the transaction and the donation that results when a donor selects the option to cover the fees.
- When this is blank and a donor covers credit card fees, the fees will go to the fund that is receiving the donation.
- When this has a fund name entered, all credit card fees will go to that fund whether or not it is the donation recipient fund.
- If someone donates $100 and chooses to increase their donation to cover a 3% credit card fee, the additional $3.09 will go into the CC Fee Fund because that fee is also paying the fund associated with the donations. This will also display on the donor's tax receipt.
Cover CC Fee Title - Customizable label for the credit card fees checkbox on the Giving Hub.
Cover CC Fee Description - Customizable description field located next to the credit card fees checkbox on the Giving Hub.
Anonymous Title - Customizable label for the anonymous checkbox on the Giving Hub.
- When donors click the anonymous checkbox, their donations remain anonymous on the Giving Hub.
Anonymous Description - Customizable description field located next to the anonymous checkbox on the Giving Hub.
Enable Newsletter - If checked, donors can choose to add their information to a designated newsletter campaign.
- Set Newsletter must be selected on a campaign for donor information to be tied to a specific campaign.
Newsletter Title - Customizable label for the newsletter checkbox on the Giving Hub.
Newsletter Description - Customizable description field located next to the newsletter checkbox on the Giving Hub.
Enable Donation Legal Terms - If checked, donation legal terms will appear as a required checkbox on all checkout screens on the Giving Hub.
Donation Legal Terms Title - Customizable label for the donation legal terms title.
Donation Legal Terms Description - Customizable description field located next to the legal terms checkbox on the Giving Hub.
No Address on Free Ticket Checkout - If checked, users going through the checkout process for a free event ticket will only be asked to enter a phone number and email address, not a physical address.
Nonprofits
The following fields control what contact information displays in the Nonprofit Directory on the Giving Hub.
Hide Email Addresses - If checked, the email address of the nonprofit will not display on the Nonprofit Directory list page.
Hide Phone Number - If checked, the phone number of the nonprofit will not display on the Nonprofit Directory list page.
Profile Type Dir
The following fields control what contact information displays in the Profile Type Directory on the Giving Hub.
Hide Email Addresses - If checked, the email addresses of the profiles will not display on the Profile Directory tab on the Giving Hub.
Hide Phone Number - If checked, the phone number of the profiles will not display on the Profile Directory tab on the Giving Hub.
Portal Settings
- Navigate to the Portal Options page and click Portal Settings in the left-side menu to access settings for the portal.
Disable Email Login - If checked, the ability to use only an email to log in to the Portal is unavailable.
Hide Login Logo - If checked, the logo will be hidden from the login page.
Show Google Translate - Enables Google Translate on the portal.
Password Policy Enabled - If checked, a password policy can be configured for non-users logging in to the Portal. Non-users refer to Portal users who do not have a full CommunitySuite user account, such as fund advisors, grantees, and donors.
Max Failed Attempts (always enforced) - Defines how many times a non-user can try to log in to the Portal before being locked out of their account.
The following settings are not visible in the settings section until a user turns the Password Policy Enabled setting on.
Minimum Password Length - The minimum number of characters that a non-user's password must have.
Include These Character Types - Check the boxes to define the specific character types that a non-user's password must have.
How Many Different Character Types From Above Do You Want To Require - Defines the number of character types (from above) that a non-user's password must include.
Minimum Characters to Require From Each Character Type - Defines the specific number of characters (from each character type) that a non-user's password must include.
Require Two Factor Login - Check the box to require that all non-users enable two-factor login.
Expires - How often non-users will be required to reset their password. This must be entered as the number of days. Enter 0 for Never; there is a minimum of 60 days.
Profile
The following fields control what profile information users can view and edit on the Portal.
Allow Profile Edit - Enables portal users to edit their profile information directly from the Portal.
Allow Set/Clear SSN - If checked, portal users can enter and clear SSN and EIN information in their personal information on the Portal.
Email Notify On Profile Edit - Enables the ability to send an email notification to organization staff who have an email address when changes are made to profiles from the Portal.
Show/Edit Contact Preferences - If checked, portal users can view and edit their contact preferences on the Portal.
Show/Edit Interest Types - If checked, portal users can view and edit their interest types on the Portal.
Show/Edit Banking Information - If checked, portal users can view and edit their banking information on the Portal.
Enable Fund Request Form - If checked, portal users can submit a fund request form on the Portal.
Donor
The following fields configure the Donor tab and control what donation information displays on the Portal.
Enable Donor Portal - If checked, the Donations tab will display on the Portal.
Top Nav Name - Name given to the Donations tab in the top navigation of the Portal.
- Example: My Donations
Hide Pledge Summary Tab - If checked, the Pledge Summary tab will not be displayed on the Portal.
Hide Description - If checked, the donation description will not be displayed on the Portal in Donation History or Recurring Donations or in those exports.
Hide Tax Receipt - If checked, the ability to print the tax receipt from the donation record will not be displayed on the Portal.
Show Household Donations - If checked, donors can view their individual donations and the household's donations on the Portal.
- Donors cannot view any other household member's individual donations.
Show Advised Donations - If checked, donors can view advised donations on the Portal.
Enable Pledge/Promise Form - If checked, the pledge/promise form will be available on the Donor page of the Portal.
Pledge/Promise Form Button Label - Customizable label for the pledge/promise form button.
Left Nav - Customize Donor Left Navigation Labels
The following fields customize the display names that appear in the left navigation menu on the Donor page of the Portal.
Summary - Change the Summary name in the left navigation on the Donor page of the Portal.
Donation - Change the Donation name in the left navigation on the Donor page of the Portal.
Pledge - Change the Pledge name in the left navigation on the Donor page of the Portal.
Recurring Donation - Change the Recurring Donation name in the left navigation on the Donor page of the Portal.
Grantee
The following fields configure the Grantee tab and control what grant information displays on the Portal.
Enable Grantee Portal - If checked, the Grantee tab will display on the Portal.
Top Nav Name - Name given to the Grantee tab in the top navigation of the Portal.
- Example: My Grants
Show Award Letter - If checked, grant award letters will be available on the Portal.
Show Grant Letter - If checked, grant letters will be available on the Portal.
Hide Description - If checked, the grant description will not be displayed on the Portal in Grant History and Scholarships or in those exports.
Left Nav - Customize Grantee Left Navigation Labels
The following fields customize the display names in the left navigation menu on the Grantee page of the Portal.
Summary - Change the Summary name in the left navigation on the Grantee page of the Portal.
Grant - Change the Grant name in the left navigation on the Grantee page of the Portal.
Scholarship - Change the Scholarship name in the left navigation on the Grantee page of the Portal.
Student
The following fields configure the Student tab on the Portal.
Enable Student Portal - If checked, the Student tab will display on the Portal.
Top Nav Name - Name given to the Student tab in the top navigation of the Portal.
- Example: My Scholarships
Vendor
The following fields configure the Vendor tab on the Portal.
Enable Vendor Portal - If checked, the Vendor tab will display on the Portal.
Top Nav Name - Name given to the Vendors tab in the top navigation of the Portal.
- Example: My Vouchers
Customer
The following fields configure the Customer tab on the Portal.
Enable Customer Portal - If checked, the Customer tab will display on the Portal.
Top Nav Name - Name given to the Customer tab in the top navigation of the Portal.
- Example: My Invoices
Nonprofit
The following fields configure the Nonprofit tab on the Portal.
Enable Nonprofit Portal - If checked, the Nonprofit tab will display on the Portal.
Tab Name - Name given to the Nonprofit tab in the top navigation of the Portal.
- Example: My Directory
Fund Advisor
The following fields configure the Fund Advisor tab and control what information displays on the Fund Management tab of the Portal.
Enable Fund Advisor Portal - If checked, the Fund Advisor tab will display on the Portal.
Top Nav Name - Name given to the Fund Advisor tab in the top navigation of the Portal.
- Example: Fund Management
Show Google Translate - Enables Google Translate on the Fund Management tab of the Portal.
Hide Grant Catalog Tab - Hides the grant catalog tab on the Grant Catalog tab on the Portal.
Show Donor Portal Financials - Allows fund advisors to generate a Statement of Financial Position and Statement of Activities based on customized or system dates.
Show Donor Portal Investments - If checked, then administrators will have the ability to display investment information on the Fund Management tab of the Portal.
Hide Anonymous Amounts - Hides anonymous donation amounts on the Fund Management tab of the Portal.
Hide Memorial Amounts - Hides the amounts of donations that were given in memory/honor of.
Hide Donor Name - All donor names on the Fund Management tab of the Portal display as Anonymous, whether or not the donor profile or donation is anonymous.
Hide Donor Phone - Hides donor phone numbers on the Fund Management tab of the Portal.
Hide Donor Email - Hides donor email addresses on the Fund Management tab of the Portal.
Hide Donor Address - Hides donor addresses on the Fund Management tab of the Portal.
Hide Description - If checked, the donation description will not be displayed on the Portal in Donations or in that export.
Show Donation Comment - If checked, the donation comment will display for fund advisors on a donation record on the Portal.
Show Student Data - If not checked, the Student column will not display on the scholarship record of the Portal.
If Show Student Data is checked, fund advisors will be able to see the following student information that is associated with scholarships on the Fund Management tab of the Portal:
- Student Name
- Student Number
- Student Address
- Student Emails
- Schools
Manual Statements - If checked, fund advisors can create manual fund statements on the Fund Management tab of the Portal.
Grant Request Confirmation Text - If text is entered, this will allow users to enable a confirmation checkbox for the grant request workflow in the Fund Management tab on the Portal. With this enabled, fund advisors will not be able to process the grant request without checking the box to confirm the request. This is an open text box that users can enter the grant request confirmation language for their foundation.
- This allows users to require confirmation before fund advisors submit grant requests.
- Text box is limited to 256 characters.
Show Closed Funds - If checked, fund advisors can view closed funds on the Fund Management tab of the Portal.
Grant Catalog Grant Request Button Label - Customizable text field for the label of the button to submit a grant request in the Grant Catalog section of the Portal.
Grant Catalog Learn More Label - Customizable text field for the Learn More label in the Grant Catalog on the Portal.
Left Nav - Customize Fund Advisor Left Navigation Labels
The following fields customize the display names in the left navigation menu on the Fund Management tab of the Portal.
Fund Summary - Change the Fund Summary name in the left navigation on the Fund Management tab of the Portal.
Contributions - Change the Contributions name in the left navigation on the Fund Management tab of the Portal.
Grants - Change the Grants name in the left navigation on the Fund Management tab of the Portal.
Grants Request - Change the Grants Request name in the left navigation on the Fund Management tab of the Portal.
Voucher Requests - Change the Voucher Requests name in the left navigation on the Fund Management tab of the Portal.
Scholarship - Change the Scholarship name in the left navigation on the Fund Management tab of the Portal.
Pledges - Change the Pledges name in the left navigation on the Fund Management tab of the Portal.
Vouchers - Change the Voucher name in the left navigation on the Fund Management tab of the Portal.
Invoice - Change the Invoice name in the left navigation on the Fund Management tab of the Portal.
Resources - Change the Resources name in the left navigation on the Fund Management tab of the Portal.
Donate - Change the Donate name in the left navigation on the Fund Management tab of the Portal.
Secondary Nav - Customize Fund Advisor Secondary Navigation Labels
The following fields customize the display names in the secondary navigation menu on the Fund Management tab of the Portal.
Grant Summary - Change the Grant Summary name in the secondary navigation of Grants' left navigation on the Fund Management tab of the Portal.
Grant History - Change the Grant History name in the secondary navigation of the Grants' left navigation on the Fund Management tab of the Portal.
Recurring Grant - Change the Recurring Grant name in the secondary navigation of the Grants' left navigation on the Fund Management tab of the Portal.
Grant Catalog - Change the Grant Catalog name in the secondary navigation of the Grants' left navigation on the Fund Management tab of the Portal.
Statements - Change the Statements name in the secondary navigation of the Resources & Documents' left navigation on the Fund Management tab of the Portal.
Files - Change the Files name in the secondary navigation of the Resources & Documents' left navigation on the Fund Management tab of the Portal.
Nonprofit - Change the Nonprofit Directory name in the secondary navigation of the Resources & Documents' left navigation on the Fund Management tab of the Portal.
Financial - Change the Financials name in the secondary navigation of the Resources & Documents' left navigation on the Fund Management tab of the Portal.
Investment - Change the Investment Report name in the secondary navigation of the Resources & Documents' left navigation on the Fund Management tab of the Portal.
Term Investment - Change the Term Investment name in the secondary navigation of the Resources & Documents' left navigation on the Fund Management tab of the Portal.
Split Interest - Change the Split Interest name in the secondary navigation of the Resources & Documents' left navigation on the Fund Management tab of the Portal.
Summary Options - Customize Fund Advisor Summary Options
The following fields control what financial and steward information displays on the fund summary page on the Fund Management tab of the Portal.
Show Available Cash - Calculates the amount of cash in a fund that is available for spending. The calculation is based on the percentage defined in the Available For Cash field within the asset accounts.
Available To Cash Wording - To display a term other than Available Cash on the Fund Management tab of the Portal, populate the preferred name in the Available to Cash Wording field.
Hide Spendable - If checked, no funds will display spendable balances on the Portal.
- If not checked, the spendable balance will display as 0.00 if spendable balance is null.
Subtract Min Fund Balance From Available Cash - When Show Available Cash is turned on and this is checked, available cash will be reduced by the Minimum Fund Balance set on the fund.
Show Steward Info - Allows the ability to add stewards' picture and contact information on the Fund Management tab of the Portal.
Steward Info Label - Steward Info Label displays above the steward image on the Fund Management tab of the Portal.
Hide Donation Summary - If checked, the donation summary will be hidden.
Request Options - Customize Fund Advisor Request Options
The following fields configure grant request features and requirements for fund advisors on the Fund Management tab of the Portal.
Min Fund Advisor Grant - This sets a minimum amount for grant requests submitted through the Fund Management tab of the Portal.
Allow Grant Request Notes - If checked, fund advisors will be able to add notes to their grant request.
- Grant request notes will display below the grant request. This may be helpful if a fund advisor needs to leave notes about grant processing or intent.
- This note is not available as a merge field in grant letter templates.
Grant Request Notes Label - Additional Notes is the default text that displays above the grant request notes box on the Fund Management tab of the Portal. If a value is provided for the Grant Request Notes Label, then that value replaces the default text.
Show Non-Promoted Funds - Displays non-promoted funds in the Other Funds drop-down on the grant request tab.
- A non-promoted fund is a fund that has a checking account defined and is not marked as Private or Promote in the fund's settings.
Grantee Contact On Requests - Allows users to send a notification email to a contact at the organization that is different from the primary grantee email.
Advisor Request Confirmation Email - Enables fund advisors to receive an email confirming they have submitted a grant request online.
Fund Advisor Cart - Enables fund advisors to populate requests, review, and submit grant requests in batch.
- If Advisor Request Confirmation Email is enabled, fund advisors will only receive one email for grant requests submitted in batch.
Automated Cart Reminder Email - If checked, an automated email will be sent each night to fund advisors with abandoned carts.
Require Grant Request Description - If checked, fund advisors will be required to enter a grant request description when creating a grant request in the Portal.
Lookback Dates
The following fields limit how far back historical data displays for different record types on the Portal.
Contributions Lookback Date - Limits contribution detail on the donor and fund tabs in the Portal to contributions on and after the lookback date.
Pledges Lookback Date - Limits pledge detail on the donor and fund tabs in the Portal to pledges on and after the lookback date.
Grants Lookback Date - Limits grant detail on the grantee and fund tabs in the Portal to grants on and after the lookback date.
Scholarships Lookback Date - Limits scholarship detail on the student and funds tab in the Portal to scholarships on and after the lookback date.
Receipts Lookback Date - Limits the donor's ability to print tax receipts on individual contributions from the donor tab in the Portal. When a date is added, donors can only print receipts for contributions made on or after the lookback date.
Voucher Lookback Date - Limits voucher detail on the vendor and fund tabs in the Portal to vouchers on and after the lookback date.
Invoice Lookback Date - Limits invoice detail on the customer and fund tabs in the Portal to invoices on and after the lookback date.
Financial Lookback Date - Limits financial report detail on the fund tab in the Portal to reports on and after the lookback date.
Receipts Lookback Dates Video
The video below provides a brief overview of how Receipts Lookback Dates work in the Portal.