Create a Regular Giving Donation

To create a regular giving donation, follow the steps explained below.

1. On the Giving dashboard, in the quick navigation box, click Enter Donation or use the Create button to enter donation.

tip

• You can also search a specific account and create a regular giving for that account on its main profile page.
• Regular givings are not created as anonymous.

2. Search for an account on the left-hand side. This will take you to the account's Enter Donation screen.

3. Choose the type of donation, in this case, Regular Giving.

4. In the Allocations section, specify where you want to make a donation, for e.g., towards a school fund. As a result, you will refer to the exact program or scheme where you want your donation to be allocated to.

Important

• If you want to switch from regular to single donation, then allocations already allocated to one donation type will not be transferable to the other.
• You can define more than one allocation for a regular giving donation.
• Each sum of donated money from a regular giving allocation will be totaled and shown as Total Amount.
• You need to complete the allocation's section before proceeding to payment.

Look at the table below for the different defined allocations which you can make.

Allocation Types	Functionality
Fund	Funds in Engage are called donation items. You can select any donation item, a program, event or campaign, and its fund dimensions including location, theme etc. to donate towards it.
Pledge	To add an allocation as a pledge, select the "Pledge" option which opens a Search Pledges pop-up screen. Filter and specify the required parameters to search a pledge or choose any existing one from the list. Pledges containing one or more allocations unavailable to any type of giving will appear blur. Once a pledge is choosen, it appears as 'Towards Pledge - reference number' in the allocations section.
Sponsorship	To add an allocation as a sponsorship, click the down arrow to either create a new sponsorship or donate to an existing one.
Feedback	To add an allocation as a sponsorship, click the down arrow to either create a new feedback or donate to an existing one.

info

• Donation items, including their pricing rules, fund dimensions and fundraisers are added and managed by your system administrator.
• Sponsorship and feedback options appear in the allocation's section for only those accounts which have existing sponsorships and feedbacks.

5. Choose Fundraiser, if required, and click Save & Continue to Payment.

6. In the Payments section, select a payment method, either card and direct debit etc. Each method is clickable and includes different fields to be covered. As soon as payment is completed, click Enter Donation.

For card:

Select the payment service provider, choose an existing saved card or add a new one by adding all the required details including cardholder name, number etc.

For direct debit:

Click on Pay with Gocardless which will redirect you to an external Gocardless service where you can set up the direct debit and fill up the required information.

note

• Payment methods are added and managed by your system administrator.
• Regular donations can be paid with only Card and Direct Debit.
• Donations whose payment has not been completed and saved for internal purposes come under the awaiting payment status.

For each payment method, you will need to choose the Regular Payment Options, including:

• Paying the donation amount annually, monthly, quaterly or weekly.
• Tick marking the Enable installment actions checkbox if needed, to generate a correspondence such as a receipt each time a donation is collected.
• Usual collection day of the donation amount refering to the day of the month the payments would be collected on.
• First payment date of the donation, in case a different date is needed other than the usual collection day.