Osv Glossary

This is a auto-generated Article of all your definitions within the glossary.

Glossary

This is a auto-generated Article of all your definitions within the glossary.

  • Account Types

    Account Types - Account Types are a way to categorize Online Giving Donors. There are 2 types in the system, a Guest Account and a Regular Account.

  • Associated Organizations

    Associated Organizations is a feature that can be set up if there are other organizations that are associated with your church/ parish for which you want to track gifts.  The main purpose of Associated Organizations is to track gifts. Enabling this feature allows staff to define the organizations so they can direct donors to those organizations when they give a gift. The giving activity can be tracked and reported on at a later date.  For a Diocese, the feature is activated automatically when they sign up for online giving and is prepopulated with all the parishes that are underneath that diocese.

  • Guest Account

    Guest Account - A Guest Account is a person who gives money to the Church electronically but does not create an account in the system. Without an account, the person cannot set up a recurring gift or save their payment method. Guest Gifts from the same email address are grouped together as a single named guest account that the staff member will see. If the person ever chooses to create an account after giving as a guest, their newly created account will include all of their past guest contributions.

  • Regular Accounts

    Regular Accounts are accounts set up in the Online Giving system. The Donor has a login so they can review and manage the Gifts they have set up in the Online Giving system. The account can be set up when giving a Gift but can also be set up without giving a Gift. (In the legacy system they were called independent accounts.)

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