Giving Frequently Asked Questions

Still have a question?

54 Articles in this category.

Sort articles by:

A donor submitted a donation and wants a refund the same day, but why don’t I see the refund option?

379 Views 0 Likes
Are there any Giving resources I can download?

249 Views 0 Likes
Can I add an image or logo to my public Funds page?

235 Views 0 Likes
Can I customize the colors of OSV Hub to match my organization?

226 Views 0 Likes
Can I link an account from Directory to a new Managed Account?

236 Views 0 Likes
Can I print a tax statement for a self-managed account?

306 Views 0 Likes
Can I set or change images for my Funds?

252 Views 0 Likes
Can you explain the data that the Online Giving Donors card is showing?

278 Views 0 Likes
Do I need to schedule a fund date?

236 Views 0 Likes
Does a managed account have to use the default Managed Account Email Address?

284 Views 0 Likes
Does OSV Giving support multiple bank accounts?

277 Views 0 Likes
How can I add a managed giver account?

289 Views 0 Likes
How can I change the frequency of the Admin Summary?

235 Views 0 Likes
How can I customize my email invitation?

257 Views 1 Like
How can I find a pledge balance?

246 Views 0 Likes
How can I merge donor accounts?

311 Views 1 Like
How can I re-send my email invitation?

231 Views 0 Likes
How can I see who has accepted my email invitation?

263 Views 0 Likes
How can I tell a self-managed account apart from a managed giver?

243 Views 0 Likes
How can I view only mobile contributions given via Text to Give ?

281 Views 0 Likes
How do I check or enter envelope numbers for donors?

268 Views 0 Likes
How do I edit a fund?

250 Views 0 Likes
How do I invite new donors?

283 Views 1 Like
How do I match an Online Giving Family to a Directory Family?

186 Views 0 Likes
How do I pause a donor’s donation in Giving?

375 Views 0 Likes
How do I put a fund in draft mode?

257 Views 0 Likes
How do I reactivate an archived fund?

291 Views 0 Likes
How do I use the Reconcile Batches page?

266 Views 1 Like
Is there a campaign report?

163 Views 0 Likes
Is there a report that allows me to see donors’ scheduled gifts?

358 Views 0 Likes
Is there a report that shows who has paused or cancelled their donation?

252 Views 0 Likes
Is there a report that will show if a donor is giving weekly, monthly, one time, etc.?

264 Views 0 Likes
What are Gift Notes?

261 Views 1 Like
What do I look at for a bank deposit discrepancy?

303 Views 0 Likes
What does ‘New Gifts Created’ mean on the Giving Summary card?

365 Views 0 Likes
What does SAQ type A mean?

226 Views 0 Likes
What happens when a fund is archived?

263 Views 0 Likes
What is a Default Guest Envelope Number?

208 Views 0 Likes
What is a Fund?

261 Views 0 Likes
What is a managed account?

269 Views 1 Like
What is a managed gift?

249 Views 0 Likes
What is an Account?

233 Views 0 Likes
What is an Active Donor?

242 Views 0 Likes
What is an External ID?

301 Views 0 Likes
What is an Internal Only Fund?

255 Views 0 Likes
What is the ‘Offset Processing Costs’ feature?

396 Views 0 Likes
What report should I run to manually post my donors’ contributions?

264 Views 0 Likes
What report should I use to reconcile my bank statement?

186 Views 0 Likes
What’s the difference between a managed account and a managed gift?

302 Views 0 Likes
Where are this family’s contributions?

123 Views 0 Likes
Where does a donor see the Fund Description?

160 Views 0 Likes
Why can’t a donor edit a payment method?

261 Views 0 Likes
Why can’t I delete a payment method on file for a donor?

161 Views 0 Likes
Where can I find the Activity History card?

135 Views 0 Likes

Giving Frequently Asked Questions

A donor submitted a donation and wants a refund the same day, but why don’t I see the refund option?

Are there any Giving resources I can download?

Can I add an image or logo to my public Funds page?

Can I customize the colors of OSV Hub to match my organization?

Can I link an account from Directory to a new Managed Account?

Can I print a tax statement for a self-managed account?

Can I set or change images for my Funds?

Can you explain the data that the Online Giving Donors card is showing?

Do I need to schedule a fund date?

Does a managed account have to use the default Managed Account Email Address?

Does OSV Giving support multiple bank accounts?

How can I add a managed giver account?

How can I change the frequency of the Admin Summary?

How can I customize my email invitation?

How can I find a pledge balance?

How can I merge donor accounts?

How can I re-send my email invitation?

How can I see who has accepted my email invitation?

How can I tell a self-managed account apart from a managed giver?

How can I view only mobile contributions given via Text to Give ?

How do I check or enter envelope numbers for donors?

How do I edit a fund?

How do I invite new donors?

How do I match an Online Giving Family to a Directory Family?

How do I pause a donor’s donation in Giving?

How do I put a fund in draft mode?

How do I reactivate an archived fund?

How do I use the Reconcile Batches page?

Is there a campaign report?

Is there a report that allows me to see donors’ scheduled gifts?

Is there a report that shows who has paused or cancelled their donation?

Is there a report that will show if a donor is giving weekly, monthly, one time, etc.?

What are Gift Notes?

What do I look at for a bank deposit discrepancy?

What does ‘New Gifts Created’ mean on the Giving Summary card?

What does SAQ type A mean?

What happens when a fund is archived?

What is a Default Guest Envelope Number?

What is a Fund?

What is a managed account?

What is a managed gift?

What is an Account?

What is an Active Donor?

What is an External ID?

What is an Internal Only Fund?

What is the ‘Offset Processing Costs’ feature?

What report should I run to manually post my donors’ contributions?

What report should I use to reconcile my bank statement?

What’s the difference between a managed account and a managed gift?

Where are this family’s contributions?

Where does a donor see the Fund Description?

Why can’t a donor edit a payment method?

Why can’t I delete a payment method on file for a donor?

Where can I find the Activity History card?