Some organizations have a bookkeeper on staff, while others coordinate with an outside vendor. In either case, it can be tricky if the person who is entering donations into Donor Wrangler is not the same as the person who enters donations into the accounting software (such as Quickbooks) you use. Batch ID numbers can help ...
Read MoreAt times you may find that a recurring donation payment has failed. When a donor signs up for a recurring donation, from time to time a payment may fail. This can be for a number of reasons, not all of which are obvious based on the message returned by Stripe. Failure Codes If a payment ...
Read MoreAt times, a donor may wish to cancel their recurring donation. There are two options to complete this task: Self-Serve Option for the Donor The donor can cancel a recurring gift themselves. Every receipt email that is sent for the recurring payments contains a link at the bottom where they can cancel the next payment ...
Read MoreGifts made in honor of, or in memorial of, someone are often brought about because the honoree is already a supporter of your organization. In addition to tracking the actual text of the honorarium (IE In Honor of Bob Adams), you can now connect the gift to the profile of the honoree using the Donation ...
Read MoreWhen acknowledging a donor’s gift, it’s important that we are acknowledging the correct person or company. Often times, a donor who owns a business will give to the organization both personally and through their company. But what if we enter the donation on behalf of the company onto the donor’s personal profile? Fortunately, you can ...
Read More