Giving Buttons

Table of Contents Table of Contents 1. Welcome to Giving Buttons 2. Giving Button Prerequisites 3. How to Create and Embed a new Giving Button and Giving Button Settings from FoundationHub 2a. How to Create a New Giving Button 2...

FidTech Partners introduces Giving Buttons - a new way for anyone to donate to your organization or to your Donors’ funds. Giving Buttons can serve as a useful tool for campaigns and events. The user-friendly giving screen also provides a simple a...

Giving Buttons allows for the acceptance of credit card and eCheck gifts directly into FoundationHub. Processing the gift creates a cash receipt transaction with the details of the gift amount, confirmation number, and donor details. To start using ...

Under Menu -> Utilities & Administration -> navigate to DonorSphere. Once you have navigated to DonorSphere, click on the “Giving Buttons” menu option on the left side of the screen. This will open the “Manage Giving Buttons” window, w...

To edit a Giving Button, first navigate to the “Manage Giving Buttons” screen via Menu > Utilities and Administration > DonorSphere. From there, select “Giving Buttons” on the left-hand menu options. This will open a list of all the existi...

To embed a Giving Button, navigate to the “Manage Giving Buttons” via Menu > Utilities & Administration > DonorSphere and then select “Giving Buttons” on the left-hand side of the screen. This will open a list of all the existing Giving Bu...

Several configurable settings are available for Giving Buttons. Settings that can be adjusted are the following: Allow User Registration Preset Amounts Transaction Fees Terms & Conditions Success and failure language Please reach out t...

Under Menu, Utilities & Administration, navigate to DonorSphere. There are two email templates associated with Giving Buttons. Under “Manage Email Templates” there will be two new email templates, “Giving Button Contribution Confirmation” a...

In FoundationHub, under Administrative Reports, there is a report called “Giving Button Contributions” which shows donations received through Giving Buttons. If this report is not available, please reach out to Client Services at FidTech for access...

The 'My Contributions’ Report found on a Donor’s Profile page in DonorSphere allows a Donor to see all their Giving Buttons in one place. For a Donor to have access to this report, it must be enabled by a Client Services Representative. To view t...

A DonorSphere fundholder can create and manage their Giving Buttons from within DonorSphere. The Donor logs in to his or her DonorSphere account. The Donor then clicks “Manage Fund” in the top right corner of the page. The Donor selects t...

To Edit a Giving Button the Donor must first log in to DonorSphere and navigate to Giving Buttons (Manage Fund > Giving Buttons). Select “Options” to find the “Edit” option for the Giving Button. Once “Edit” is selected, a window will open a...

Click “Options” for the Giving Button that is to be shared. This will open an options sub-menu that allows the Donor to Share, Edit, or Disable a Giving Button. Clicking on “Share” will open two options to choose from: Send a link via email Copy ...

To contribute to a Giving Button, a Giver will first need to access the Giving Buttons’ webpage via a link. The Giver could have received this link from the Foundation or from another Donor. The link will open the Giving Button’s live webpage. If th...

To contribute to a Giving Button, a Giver will first need to access the Giving Buttons’ webpage via a link. The Giver could have received this link from the Foundation or from another Donor or they may see it on the foundation’s homepage or social m...