Delete Field Settings to the Church Donation Giving Form and eSign it in minutes

Aug 6th, 2022
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How to Delete Field Settings to the Church Donation Giving Form

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hello everyone and welcome to todays webinar my name is rachel klein and i will be your presenter here for the next 20 minutes uh today were going to be talking about a feature in donations for deleting old historical data specifically to the donations module so what this process allows you to do is go in and remove years of giving and pledging information by doing that its going to then free up those people for you to go in and then go back and delete them if you want to so this is a really helpful feature specifically for our customers who have been with us for 20 25 years this is going to allow you to go back to the years you have giving completely remove the data for those years and then in turn that will allow you to go back and delete people if you so wish so clean up your database a little bit okay and in the book theres a couple couple things that it goes over one thing i definitely recommend doing is making a backup of your data before you do this okay any time you see the

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Open the WordPress Customizer by clicking the paintbrush icon in the admin bar or by going to Appearance Customize in the WordPress dashboard. Click on the Charitable tab. Next, click on Donation Form. If you dont see this listed, try navigating to a Charitable donation form in the preview window.
To help you keep on top of your fundraising, well send you donation alerts whenever someone donates to your page. Well also send you updates on how much youve raised as well as fundraising tips to help you docHub your target.
Here are 7 ways to let em down easy so you still maintain a relationship that might lead to future giving: Be gracious. Thank the donor profusely. Be apologetic. Be empathetic. Be clear and honest. Tell a story. Explain how the gift could actually harm the mission. Help them achieve their goals.
Ask to Keep Your Information Private The most obvious way to keep your donation private is to ask the recipient to avoid divulging any of your information. Although the charity workers that handle your donation will know of your contribution, you will remain anonymous to the public.
Do Churches have to Provide Them? Technically, no. ing to IRS Publication 1771, churches are not required to produce these documents unless there is an exchange of goods or services after receiving a donation of $75 or more.
On the donation page of the organization you support, donors select Dont show my name publicly to hide their name. They can also select Dont show my amount publicly to hide the amount donated. Note: This option will hide the name and donation amount from all public activity feeds.
Popular donation questions / How can I donate anonymously or hide the donation amount? Just leave the box blank that says Your name (optional). This is in the second step of the donation process.

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