Giving Frequently Asked Questions

(67) Articles in this category.

  • The gift has to settle first before a refund option can be viewed. Voiding the transaction instead of refunding it cancels the transaction so it does not process. It is a permanent action and cannot be undone.

    Click here for more information on how to void a transaction. 


  • No. The Giving portal is hosted by OSV and is completely outside of your website. An SSL certificate on your website would have no impact on PCI (Payment Card Industry) compliance pertaining to accepting credit card payments through OSV Giving.

  • Yes, Click here for Online Giving resources and instructions that support the use of Online Giving for your organization.  

    There are also templates for Printable Blank Sacrament Certificates. Click the link and download the desired certificate.

  • Yes. An admin can log into the system and change or add a logo viewed on the public funds page. This is done in Settings on the Organization Settings card. 

    This can be completed two ways, by hovering over the current picture on the Organization Settings card to reveal an editing pencil. The user can click on the pencil to complete the task, or by clicking on the three dots to view the drop-down menu and then selecting Change Public Image and following the instructions. A  file (.png or .jpg) can be selected. 


    Once uploaded, the logo appears under the Organization Settings card and on the public Funds page.



     

  • At this time we do not support any customization within OSV Hub.

  • Yes. An Administrator can link accounts from the Directory to a Managed Account. This option is available for Church Manager and Online Giving customers when they set up a new managed account.  

    For more information, click here.

  • Yes, go to Accounts and search for the donor. Click on their name after they populate in the search results. On the next screen, click on the kebab (three dots) to the right of their name and select Tax Report.

    For more information, click here.

  • Yes. Images can be set for funds and the images can be changed at any time. For more information, click here.

    NOTE: By uploading an image, you state that you own or otherwise control all the rights to the image. You are also free to use any of the images OSV provides, located here.

  • The Online Giving Donors card provides a snapshot of the giving history for the last 12 months. The average amount of the current month’s contributions (as well as the percent change from the previous month); the current number of Active Donors; and a graph showing the trends for donors and first time donors are able to be viewed.  Hovering over the graph lines for each month provides the donor numbers for that month.

  • A fund beginning or end date is not needed unless the fund should start or stop on a particular day. Make a fund live if it needs to be available right away. A live fund with no dates is visible immediately on the donor page. 

    Please note: A fund must be live to be activated on the scheduled start date; a fund in “draft” status will not be activated.

  • Yes. Using a third-party service provider does not exclude a company from Payment Card Industry Data Security Standard (PCI DSS) compliance.

  • No. When a managed account is created, it uses the Managed Account Email Address by default. It can be manually changed to the donor’s email address from within their account. This ensures the donor receives the confirmation emails when donations are processed.

    For more information on the Managed Account Email Address setting, click here.

  • At this time multiple bank accounts are not accepted. Please vote on the multiple bank account feature using our customer feedback portal. Click here for more information.

  • Yes. If you accept credit or debit cards as a form of payment, then Payment Card Industry Data Security Standard (PCI DSS) applies.

  • Note* Managed Accounts must be set up and (enabled) at the organization setting level to add a Managed Account when a donor would like the church to manage the account and possibly any correspondence.

    From Accounts, click on the ADD GIFTS & ACCOUNTS button. Continue to follow the directions to complete the task.

    Click here for steps to complete the process.




  • If the admin summary toggle is enabled, the frequency can be changed to Daily, Weekly, or Monthly. Hover the mouse over your name in the top right-hand corner of the screen and click on “My Profile” to view the profile screen and locate the Giving Admin Summary toggle. It can be enabled or/disabled any time. Allow 24 hours for any changes to process.

    Click here for more information.



  • To customize an email invitation go into Giving and click on Invitations on the left-hand menu. Click on the ellipsis (three vertical dots) to view the drop-down menu and select Customize Invitation Email.  

    Click here for more information to complete the task.


  • Pledge balances can be viewed on the Pledge Report. From Giving go to Reporting, select Pledge Report and enter the pertinent information. 

    Click here for steps to run a Pledge Report.


  • With prior authorization from the account holder, a Tech Support user is able to merge two user accounts or two donor accounts into one account so that the organization can clean up duplicate data. All the data associated with the one account is taken and merged into another account and the old account removed. A merge is not able to be reversed once completed. 

    • If a donor is using the same email address, that merge is happening automatically. 
    • Users and Donors considered for a merge can belong to multiple organizations.   
    • Merging is supported for guest accounts but is not appropriate for managed accounts.  

     Click here for more information on merging accounts.

  • From Giving go to Invitations. Select the individual person to whom you want resend the invitation. Click the resend icon and follow instructions to complete the task.

    Email invitations can also be re-sent to multiple people using the checkboxes.  

    Invitations are resent to donors who have not already accepted the invitation. Once they have accepted, they are removed from the send email list. 

    Click here for additional information on invitations.

  • Accepted invitations can be seen using the Invitations filters in Giving. From Giving go to Invitations. Remove any current filters and select the Filters button. On the side sheet, select Include for Invitation Accepted and click apply.

    Click here for additional information and guides.




  • From Giving go to Accounts, each donor has an icon next to their name that indicates either a self-managed or managed account. The icon with the gear indicates a managed giver. Hovering over the icon with a cursor provides an indication as well.

  • The Giving Detail report allows an option to select the Fund Source. From Giving go to Reporting and select the Giving Detail report to complete the task. Select Mobile Text Contribution prior to running the report.  

    For more information, click here.

  • There are different ways to check and see if a donor has envelope numbers:

    1. The verification banner that appears at the top of the Giving Dashboard and under Accounts.
    2. By going to Accounts and clicking search, this will populate each member of the organization. There is a dedicated column that shows if a donor has an envelope number.
    3. Run the Donor List report.
    4. When downloading an Export file, the admin is prompted to enter an envelope number for any donor who is missing one.

    Click here for information on how to update missing envelope numbers.

  • From Giving go to Funds to edit a fund. Click on the desired fund line to open. On the Fund page click on the ellipses (3 vertical dots) to see the drop-down menu. Select Edit Fund Settings.

    For more information, click here.

  • New donors can be invited through an email invitation in Giving. Click here to see the articles available to help load a file, customize messages, and view and manage invitations.

  • In Giving, select "Match Accounts" to match any unmatched accounts to Directory.

    For more information read this article.

  • From Giving go to Match Accounts to match any unmatched accounts to Directory.

    For more information read this article.

  • To pause a gift for a donor:

    1. From Giving go to Accounts.
    2. Search for and select the donor.
    3. On the Upcoming Contributions card locate the gift.
    4. Click on the ellipses (3 vertical dots) to open the menu.
    5. Select Pause Gift.

    For more information, click here.

  • A fund can be made a draft during fund setup by selecting the checkbox to "Set Fund to Draft" near the end of the form. If a fund is live and has no donations processed yet, it is able to be changed back to draft mode through the "Edit Fund Settings" menu option within the Fund Details page.

    Click here for more information on funds. 

  • From Giving go to Funds and scroll down to the Archived Funds card. Locate the archived fund to reactivate. Click on the ellipses (three vertical dots) to view the drop-down menu. Select Reactivate. Follow the prompts to complete the task.

    For more information, click here.


  • The Reconcile Batches page provides the ability to keep a record of all the batches that have cleared your bank account by "check-marking" the batch. It saves the check mark and always shows that batch as having been reconciled unless you click to remove the check mark. For more details on Reconciliation, please see Reconciliation Report.

  • If the Payment Card Industry (PCI) questionnaire is completed prior to the current validation expiring, the date of the validation updates once the current validation date is reached. It then reflects the newest date of validation.

  • If the organization locations process under the same tax ID, then typically the only requirement is complete the Attestation of Compliance once annually for all locations.

  • Yes. In Giving, if the organization has a campaign set up, there is a campaign report available to list transaction details.

    For more information on how to run a campaign report click here. And, click here for information on the Campaign Report Detail Report View.

  • Yes, the Online Gift Analysis report allows for future date frames to be used along with specific customization options for scheduled gifts.


  • Yes, the Online Gift Analysis report allows for a specific gift status to be selected, such as Cancelled, Suspended, or Paused.


  • Yes. When a Giving Detail report is run, a CSV file can be downloaded. The report provides the frequency of the recurring gift the parishioner is making.

    Click here for more information.

  • Payment Card Industry Data Security Standard (PCI DSS) applies to ANY organization, regardless of size or number of transactions, that accepts, transmits, or stores any cardholder data. This includes organizations that only accept credit card payments through OSV's Online Giving platform.

  • Gift Notes is a feature that allows donors to make a note, or special intention, on their gift. Enabling this feature for a fund gives the donors a text box on that fund that they can use to make a special notation.

    Gift Notes are enabled and disabled at the individual fund level. For more information, click here.

    To learn how to run a report on Gift Notes donors have entered into the system, click here.

  • If there is a discrepancy in your bank deposits versus your Reconciliation report, the best place to look for more information is the ACH Corrections and Rejections Report. This report shows any transactions that may have been removed from the batch either before or after it deposited.

    Click here for more information about this report.

  • The number of New Gifts Created reflects the total number of newly scheduled gifts created in the system in the past seven days.

  • Self Assessment Questionnaires (SAQ) type A is for Ecommerce (card not present) merchants that have fully outsourced all cardholder data functions. This would be the type of compliance questionnaire you would complete when there is no electronic storage, processing, or transmission of any cardholder data on the merchant’s (your organization) systems or premises. 

  • When a fund is archived, it is removed from the public view and any gifts scheduled to it are removed. An archived fund can always be reactivated in the future.

    Click here for more information.

  • In regard to Payment Card Industry Data Security Standard (PCI DSS) compliance, a third-party service provider is an external person or company that provides a service or technology (for example, Paya Inc, which is the payment processor).

  • The Default Guest Envelope Number is an optional setting, when enabled, automatically populates the Envelope Number for all new and existing guest accounts that do not have an Envelope Number set.

    You can learn more about the setting here.

  • Funds are pre-defined buckets into which donations are aggregated. Each Fund may be given a Fund Number when a New Fund is created. There is no limit to the number of Funds that can be created.

    The order in which the funds display on the public fund list page can be manipulated, and if desired, a fund can be featured as well to appear larger than others to stand out at the top of the list.

    Click here for more information about funds.

  • Managed accounts are used when a donor would like the church to manage the account on the donor's behalf. It is identical to a self-managed account except there are no credentials required.

    For more information, click here.

  • A managed gift is a gift created by the Giving admin on behalf of a donor. 

    Here are a few points of interest about Managed Gifts.

    • Managed gifts are not visible on the public side for the donor to view.
    • A managed gift can be added for both managed and self-managed accounts.
    • The Giving Administrator edits managed gifts.
    • Managed accounts cannot be turned off if managed gifts exist.

    For steps to add a managed gift, click here.

  • A first time Donor has the opportunity to create a public Regular Account with a password which saves the information in the system so they can come back and donate in the future without having to repeatedly provide information. 

    There are three types of accounts that can be tied to a donor: a self-managed (or regular) account, a managed account, and a guest donor. For more information on accounts, click here.

  • An Active Donor, also called an Active Contributor. It is any donor account that has given a gift within a selected date range set up by the organization, or that currently has a gift scheduled in the system.

    Families who qualify for the Active Contributor status based on the organization’s settings (typically 90 days) will have a badge on their family detail card.

    Click here for more information on editing the active contributor frequency.

  • The external ID is an optional additional attribute that can be set on funds and is displayed within the system. This alphanumeric ID is used for some exports into other Church Management Programs or Accounting Software. 

    This is used when the contribution software assigns a unique identifier outside of the envelope number. When this field is utilized, the envelope number is viewable along with the External ID on the donor account screen, as well as the export of contributions if it is required by your software. 

    The External ID field is set in the Giving Settings. Click here for steps to set the External ID.


  • Internal Only Funds are funds that can be used to record contributions without being available for online one-time or recurring gifts. They can only be seen by administrative users. 

    If a public fund is turned into an internal fund, the gifts that were previously scheduled still process, but donors are unable to see the fund to schedule any further gifts. 

    Click here for more information on internal only funds.

  • The Payment Card Industry Data Security Standard (PCI DSS) is a set of security standards designed to ensure that ALL companies that accept, process, store, or transmit credit card information maintain a secure environment.

  • The 'Offset Processing Costs' feature is an optional setting that, when enabled, offers the option for donors to offset the credit card fees associated with their credit card gift by adding an additional amount on top of their gift. The amount is determined by an administrative user and can be percent-based (between 1-5 percent) or a flat dollar amount.

    You can learn more about this feature here.

  • In the context of the Payment Card Industry Data Security Standard (PCI DSS) compliance annual questionnaire, Ecommerce refers to transactions that are conducted electronically on the internet.

  • In regard to the Payment Card Industry Data Security Standard (PCI DSS) compliance annual questionnaire, your processing method is Ecommerce. For the implementation of the Ecommerce/shopping cart, the entire internet presence is outsourced.

  • The Reconciliation report will show who contributed to a fund and to what batch the gift belongs. This report breaks down what type of batch (ACH or Credit Card), gives a fund summary, and shows who gave. For more information on Reconciliation, click here.

  • Use the Reconciliation report to reconcile a bank statement. Filter the report to include the ACH and Credit Card batches, and the Fund Summary and/or Batch Transaction Detail in the results. For more information on Reconciliation, click here.

  • A managed account is managed entirely by the church administrators and can only be accessed by a staff user account with the Giving Admin permission enabled.

    A managed gift is a specific one-time or recurring donation that is managed for a donor.

    For more information, click here.

  • In addition to selecting Ecommerce, also select Smartphone/Tablet if using a mobile Bluetooth card reader, which works with an app on a smartphone or tablet to physically process credit card payments.

  • To locate contributions when the contribution page does not display any contributions for an individual in the system, click back to the Family page and select Contributions within the family screen. Most directory entries, and contributions are recorded at the family level and is the most accurate location to view information.

    View the video below for more information about locating contributions.







  • When text is entered into the Fund Description field, the donor sees the text below the fund on the public fund list page.

    If the Fund Description is too long for the full text to be displayed, the donor can read the rest of the description by clicking on the fund text or image. This will take the donor to the detail page for the fund, which will display the full Fund Description.

  • Online Giving does not store credit card information for security reasons. If a donor needs to edit the credit card or bank account number(s), the donor has to add the new payment method, update the gift(s) to the new payment method, then delete the old payment method. The same steps can be followed by the admin for a managed account.

  • The following error may be seen when trying to delete a payment method for a donor account:

    The payment method is associated with one or more scheduled gifts, paused gifts, or payments.

    This indicates the payment method is unable to be deleted.

  • Payment Card Industry Data Security Standard (PCI DSS) compliance is important to help to keep data secure and avoid data breaches.

  • From Giving go to Accounts and click on the desired donor account to view the Donor Detail screen.  Activity is in the main menu.

    Click on Activity to view the Activity History card. All donor transactions are viewable on the Activity History card.