Donors, giving & sponsorships

Commitment management

Commitments Table

Add Commitment

Reassign a commitment

Customize commitment change reasons

Commitment changes overview

Record a reason when a recipient leaves or a commitment ends

How do I record one check for multiple sponsorships?

Edit an existing commitment

Keep a sponsorship active without automatic charges

Manage sponsorships from the donor portal

Collect missed sponsorship payments and set the next billing date

Add and manage a sponsorship funded separately

Assign sponsors to multiple recipients funded separately

Gifts & recurring giving overview

Donations Table

Soft Credit

Record a received DAF grant

Apply a received gift to sponsorship coverage

Record a received IRA/QCD gift

Fund recipients from a received gift

Add gift notes and other donation custom fields

Let donors give in honor or memory of someone

Record a check or offline gift for a campaign

Fund multiple recipients from one foundation gift

Split one donation across multiple recipients or designations

Give from a donor-advised fund with DAFpay

Give through a campaign checkout

Donor Management

Add Donor

Donors Table

Donor Duplicate Detection

Add Household

Donor Portal Login

Household Table

Donor Profile Page

Bulk change donor type between Individual and Organization

Update your payment method in the donor portal

Manage DAF sponsors, IRA custodians, and institution locations