Giving | OSV Hub Knowledge Base

Delete Additional Pledge Options in Settings

2173 Views 0 Likes

USCCB National Collections

4774 Views 16 Likes

Restart with Text to Give

1655 Views 0 Likes

Time Frames Explained

684 Views 0 Likes

The National Collection for the Archdiocese for the Military Services, USA (AMS)

1621 Views 0 Likes

Cancel a Staff Member Invitation

1763 Views 0 Likes

Resend a Staff Member Invitation

1580 Views 0 Likes

Update a Pledge Gift Payment Plan on the Donor's Site

540 Views 0 Likes

Edit a Customized Pledge Statement Email

1814 Views 0 Likes

Update a Pledge Amount on the Donor Site

1681 Views 0 Likes

Getting Started with Additional Pledge Options

1070 Views 0 Likes

Unsubscribe from Pledge Update Emails

986 Views 0 Likes

View Donor Responses to Additional Pledge Options in Directory

1591 Views 0 Likes

Record and Update Donor Pledge Options when Manually Entering a Pledge

2139 Views 0 Likes

View Additional Pledge Options from the Public Site

1749 Views 0 Likes

Edit Additional Pledge Options within the Fund

1677 Views 0 Likes

About Additional Pledge Options

3135 Views 1 Like

About Pledge Batches

2431 Views 0 Likes

Edit Additional Pledge Options in Settings

2267 Views 0 Likes

Edit a Customized Thank You Email for Donor Pledges

1715 Views 0 Likes

Set up Custom Thank You Emails for Donors who Make Pledges

1704 Views 0 Likes

Set up Custom Pledge Statements

2035 Views 0 Likes

Send a Customized Thank You Email or Letter to Donors who Make Pledges

2135 Views 1 Like

Send a Customized Pledge Statement to Donors

2422 Views 0 Likes

Update Pledge From the Pledge Batch Details Screen

2732 Views 0 Likes

Record a Physical Pledge Gift

1639 Views 0 Likes

Hide a Completed Pledge

1693 Views 0 Likes

Update a Pledge from the Donor Detail Page

2298 Views 1 Like

Pledges Import

2410 Views 0 Likes

View Pledge Batches

2654 Views 0 Likes

Hide or Show Campaign Information on the Public Site

1613 Views 0 Likes

How a Donor Gives an Initial Deposit on a Pledge

2050 Views 0 Likes

How a Donor Adds a Pledge Gift Note

1847 Views 0 Likes

Use Filters to View Pledges for a Fund

1680 Views 0 Likes

How Staff can View and Track Pledge Progress

1775 Views 0 Likes

Mark a Pledge as Complete

1817 Views 0 Likes

Add a Gift while Tracking a Pledge

1691 Views 0 Likes

How Donors Can View and Track Pledge Progress on the Public Site

1872 Views 0 Likes

Getting Started with Pledges

2255 Views 0 Likes

Attribute a Gift to a Pledge

1849 Views 0 Likes

When Donors Can and Cannot See the Online Pledge Button

1655 Views 0 Likes

How Pledges Work Within a Campaign

1824 Views 0 Likes

Remove a Gift From a Pledge

2126 Views 0 Likes

Remove a Transaction from a Pledge on the Public Site

893 Views 0 Likes

Create Additional Pledge Options in Settings

1340 Views 0 Likes

View Pledge Details in Giving

1084 Views 1 Like

Drag and Drop Images

2329 Views 1 Like

Change or Delete the Current Image on a Fund

2420 Views 0 Likes

Save an Image to a Computer

3306 Views 1 Like

Add an Image to an Existing Fund

3563 Views 5 Likes

Select a Different Deposit Account for a Fund

2207 Views 1 Like

Upload an Image when Creating a Fund

2728 Views 2 Likes

Getting Started with Images

2622 Views 4 Likes

Enable and Disable Gift Notes for an Existing Fund

2417 Views 0 Likes

Remove a Campaign

1904 Views 1 Like

Update Campaign Dates

1812 Views 0 Likes

About Campaigns

1923 Views 0 Likes

Getting Started with Funds

2081 Views 1 Like

Disable a Custom Email Thank You Message

2033 Views 0 Likes

Add or Edit a Custom Email Thank You Message

2122 Views 0 Likes

Make an Internal Only Fund a Campaign

1688 Views 0 Likes

Delete an Internal Only Fund

1541 Views 2 Likes

Set up a New Internal Only Fund

2233 Views 0 Likes

Change an External Fund to an Internal Only Fund

1688 Views 2 Likes

Campaign Dashboard Cards

1749 Views 0 Likes

Fund Number

2148 Views 5 Likes

About Internal and External Funds

2073 Views 2 Likes

Credit Card Offset for Individual Funds

1965 Views 0 Likes

Create a Campaign

2065 Views 2 Likes

Set up a New Online Fund

6243 Views 5 Likes

Online Giving Fund Images

10566 Views 42 Likes

Gift Frequency Options

2129 Views 3 Likes

Edit Fund Settings

2354 Views 1 Like

Archive a Fund

2324 Views 4 Likes

Schedule a Fund

1794 Views 0 Likes

Run a Pledge Report from the Fund Detail Screen

1724 Views 0 Likes

About the Diocesan Fund External ID

1216 Views 0 Likes

Add or Edit a Fund Custom Confirmation Message

1663 Views 0 Likes

Getting Started with Campaigns

966 Views 0 Likes

Campaign Information on the Public Fund Detail Page

1609 Views 0 Likes

About the Public Site Fund List

1651 Views 0 Likes

Launch Public Fund List Page

1667 Views 0 Likes

Archive an Internal Only Fund

1450 Views 0 Likes

Set General Ledger Number From an Existing Form

1768 Views 1 Like

Campaign Fund List

1510 Views 0 Likes

Campaign Details

1806 Views 0 Likes

Set Up a Fund to Enable Donors to Make Online Pledges

1761 Views 0 Likes

Designate a Fund as a Featured Fund or Remove a Fund as Featured

1526 Views 0 Likes

Edit a Suggested Gift Amount

1383 Views 0 Likes

Edit Fund Description

1337 Views 0 Likes

Locate and Copy Fund URL

982 Views 0 Likes

View Contribution Details

1075 Views 0 Likes

About Featured Funds

1805 Views 1 Like

Reactivate an Archived Fund

1555 Views 0 Likes

Gift Parameter

1127 Views 6 Likes

Public Gift Options

1531 Views 2 Likes

Edit Active Contributor

2286 Views 2 Likes

Change Organization Public Image

1900 Views 0 Likes

Change Organization Primary Address

1547 Views 0 Likes

Change Organization Contact Information

1729 Views 0 Likes

Change Organization Name

1973 Views 0 Likes

Track and Verify Multiple System Entries

1347 Views 0 Likes

Staff can Disable Two-factor Authentication

1587 Views 2 Likes

Enable Two-factor Authentication

2252 Views 0 Likes

Edit Deposit Accounts

2073 Views 0 Likes

About Multiple Merchant Deposit Accounts

2418 Views 3 Likes

View Church Manager Giving Settings

1938 Views 0 Likes

Set Online Giving Phone Number

1293 Views 0 Likes

Tracking Gifts by Source

1777 Views 0 Likes

Definitions for Commonly Used Terms

1286 Views 3 Likes

Gift Status Filters

1826 Views 1 Like

Edit Giving Settings

1814 Views 1 Like

Edit Managed Account Settings

1882 Views 3 Likes

Getting Started with Settings

2673 Views 1 Like

About Payment Processing Costs Offset

2746 Views 12 Likes

Edit Default Guest Envelope Number

2045 Views 0 Likes

Set or Edit Credit Card Processing Costs Offset

2158 Views 2 Likes

Credit Card/ACH Monthly Statements

1609 Views 7 Likes

About the Giving Dashboard

1664 Views 0 Likes

Online Giving Resources and Downloads

10979 Views 23 Likes

Giving Admin Summary

1561 Views 1 Like

OSV Giving Admin Setup Checklist

1596 Views 1 Like

About Payment Card Industry Data Security Standard (PCI DSS)

2550 Views 3 Likes

Make an Associated Organization Inactive

1070 Views 0 Likes

Email a Report to Associated Organizations

2093 Views 0 Likes

Getting Started with Associated Organizations

1653 Views 0 Likes

Download Associated Organization Giving Site Links

2177 Views 0 Likes

Preselect a Parish for Gifts

2001 Views 1 Like

Delete an Associated Organization

1639 Views 0 Likes

Delete an Associated Organization Address

1598 Views 0 Likes

Edit Associated Organization Reporting Email

1647 Views 0 Likes

Update Associated Organization Contact Information

1612 Views 0 Likes

Edit Associated Organization Address

1615 Views 0 Likes

Update Associated Organization Details

2022 Views 0 Likes

View Associated Organizations

1643 Views 0 Likes

Add an Associated Organization

1839 Views 0 Likes

About Associated Organizations

2144 Views 0 Likes

Enable Associated Organizations

2178 Views 0 Likes

Edit Associated Organization Setting

1743 Views 0 Likes

Turn a Donor’s Account Email Pledge Updates Off or On

2071 Views 0 Likes

Add a Trusted Device with Two-factor Authentication

1776 Views 0 Likes

Donors can Disable Two-factor Authentication

1885 Views 1 Like

Donors can Enable Two-factor Authentication

2088 Views 2 Likes

About Two-factor Authentication

2561 Views 0 Likes

Void Transactions

2262 Views 1 Like

View the Source of a Gift from the Gift Detail Page

1045 Views 0 Likes

Donor Email Preferences

2109 Views 0 Likes

Add a Managed Account for Church Manager

1079 Views 0 Likes

Add Multiple Managed Accounts

2398 Views 0 Likes

Remove a Managed Account

1892 Views 0 Likes

Search for Accounts in Online Giving

1294 Views 1 Like

Convert a Managed Gift to a Self-Managed Gift

1815 Views 1 Like

How a Donor Updates a Gift

4027 Views 15 Likes

How a Donor Updates an Expiration Date on a Payment Method

1788 Views 2 Likes

Delete a Payment Method on an Account

1780 Views 1 Like

How a Donor Deletes a Payment Method

1762 Views 0 Likes

Update the Expiration Date on a Payment Method

1771 Views 1 Like

Avoid Duplicating a Managed Account with an Existing Envelope Number or External ID

1802 Views 0 Likes

Avoid Duplicating a Managed Account with an Existing Address

1606 Views 0 Likes

Avoid Duplicating a Managed Account with an Existing Email Address

1730 Views 0 Likes

Avoid Duplicating a Managed Account with an Existing Donor Name

1739 Views 0 Likes

How the Donor Accepts an Invitation to Self Manage the Account

2268 Views 0 Likes

Convert a Managed Account to a Self Managed Account

2574 Views 2 Likes

Resend the Invitation to Self Manage an Account

1780 Views 0 Likes

Cancel an Invitation to Self Manage an Account

1966 Views 0 Likes

Update a Donor’s Managed Account Address

1816 Views 0 Likes

Add or Change a Managed Account Default Email Address

2066 Views 1 Like

Turn a Donor’s Account Email Gift Reminder Off or On

2117 Views 0 Likes

Update a Donor’s Managed Account Name, Phone Number, or Email Address

1935 Views 0 Likes

Add a Managed Account Payment Method

2234 Views 0 Likes

Add a Managed Gift

2203 Views 0 Likes

How a Donor adds a Mobile Phone Number to an Online Giving Account

1807 Views 0 Likes

Account Types

2408 Views 3 Likes

How a Donor Cancels a Pledge Gift

1638 Views 0 Likes

Create a New Account on the Public Site

1759 Views 0 Likes

How a Donor Creates an Account when Creating a Gift

3276 Views 3 Likes

How Returning Donors Sign into the Public Site

2509 Views 1 Like

Create a New Donor Provided Default Email When Adding a Managed Account

1890 Views 0 Likes

About Managed Accounts

3046 Views 3 Likes

Reset Donor Password

1932 Views 0 Likes

How a Donor Creates a Gift to Give Now

2248 Views 0 Likes

How a Donor Creates a Gift For a Pledge

1848 Views 0 Likes

Add a Managed Account for Online Giving

2635 Views 3 Likes

Refund a Donor Account for a Removed Donor

1026 Views 0 Likes

Remove Donor Account

1624 Views 4 Likes

Donor Option to Increase Donation when Using a Credit Card

2335 Views 2 Likes

Edit a Note on a Donor Record

1925 Views 0 Likes

Delete a Note on a Donor Record

1669 Views 0 Likes

Add a Note to Donor Record

1806 Views 0 Likes

Update Missing Envelope Numbers

1992 Views 3 Likes

Unmatch Directory and Public Accounts

1528 Views 1 Like

Refund a Contribution through an Online Giving Fund

1034 Views 0 Likes

Ideas to Increase Your Donors

991 Views 0 Likes

Attribute a Transaction to a Pledge from the Public Site

1198 Views 0 Likes

How Donors Download Tax Statements

2135 Views 0 Likes

Refund a Contribution through a Donor Account

1306 Views 0 Likes

Resend an email invitation

1157 Views 0 Likes

About Activity History

1126 Views 0 Likes

View and Manage Invitations for Imported Accounts

2711 Views 1 Like

About Invitations for Online Giving Accounts

2425 Views 2 Likes

Customize Email Invitations Sent to Donors

2111 Views 1 Like

Accept an Invitation to Create an Online Giving Account

1870 Views 0 Likes

Search Invitations

1700 Views 0 Likes

Accounts Import for Invitations

3490 Views 3 Likes

Getting Started with Offerings

2150 Views 0 Likes

Delete a Physical Offering

1877 Views 0 Likes

Edit the Name and Date of a Batch of Physical Offerings Prior to Posting

1825 Views 1 Like

Locate and View a Specific Physical Offerings Batch

1925 Views 0 Likes

Edit a Physical Offering

1891 Views 1 Like

Add an Offering to Create a Batch and Post it

2346 Views 3 Likes

Small Physical Contributions

1723 Views 0 Likes

About Physical Offerings

2281 Views 2 Likes

Reconcile a Batch with a Bank Statement

2401 Views 0 Likes

Add a Guest Family when Adding an Offering to Create a Batch

1739 Views 0 Likes

Add Text to Give Fund Code to an Existing Fund

1561 Views 0 Likes

Text to Give uses an easy Conversational Format

1698 Views 0 Likes

How a Donor Adds a Phone Number to an Online Giving Account when Texting a One Time Gift

1808 Views 0 Likes

How a Donor Texts to Give using an existing Online Giving Account

1946 Views 1 Like

About How a Donor Texts to Give

1894 Views 0 Likes

How a Donor Creates an Account when Texting a One Time Gift

2060 Views 2 Likes

About the Text to Give Fund Code

2687 Views 2 Likes

About Text to Give

2477 Views 8 Likes

Edit Text to Give Default Fund

1835 Views 0 Likes

Create a Text to Give Fund Code When Setting up a New Online Fund

1925 Views 0 Likes

View Text to Give Settings

1924 Views 1 Like

Run a Tax Report from the Reporting Menu

3105 Views 11 Likes

Campaign Report Summary Report View

1897 Views 0 Likes

Campaign Report Summary with Charts Report View

1865 Views 0 Likes

Campaign Report Detail Report View

2035 Views 0 Likes

Organization List Report

1270 Views 1 Like

Pledge Response Report

2116 Views 0 Likes

Reconciliation Report

3305 Views 22 Likes

View Transaction Details for the Giving Detail Report

2117 Views 0 Likes

Run a Tax Report for a Member from Online Giving

2939 Views 1 Like

About Forecast Report

1837 Views 1 Like

Donor List Report

2304 Views 5 Likes

Getting Started with Reports

1998 Views 0 Likes

Forecast Report

1810 Views 1 Like

Online Gift Analysis Report

2243 Views 1 Like

About Pledge Reports

1959 Views 0 Likes

Run a Pledge Report from Reporting in Giving

2321 Views 0 Likes

Campaign Report

2237 Views 0 Likes

Gift Notes Report

2148 Views 0 Likes

Giving Detail Report

3131 Views 5 Likes

About ACH Corrections

2150 Views 1 Like

Online Transaction Analysis Report

2631 Views 15 Likes

Offering Report

2083 Views 0 Likes

Window Envelope Size and Format

1977 Views 1 Like

Offering Report Detail Report View

928 Views 0 Likes

Offering Report Summary Report View

900 Views 0 Likes

Edit Accounting Export Setting

1891 Views 0 Likes

Online Giving Exports for Church Management Systems

3007 Views 5 Likes

Diocesan Development Manager (DDM) Lockbox Exports with Pledges

1757 Views 0 Likes

ParishSoft Lockbox Pledges Exports

1781 Views 0 Likes

ParishSOFT Family Suite with Pledges Export

1755 Views 1 Like

Accounting Exports for Online Giving

2780 Views 2 Likes

Export Form Transactions

1689 Views 2 Likes

Cancel, Resume or Pause a Gift in Giving

1645 Views 2 Likes

Pause and Resume a Gift on the Donor's Site

439 Views 1 Like

Cancel a Pledge on the Donor Site

554 Views 0 Likes

Set or Edit ACH Processing Costs Offset

1033 Views 9 Likes

Update Fund General Ledger Numbers

696 Views 0 Likes

Donor Credit Card Information Updates

381 Views 0 Likes

Update a Managed Gift for a Managed Account

1880 Views 0 Likes

Create a QR Code for a Fund

790 Views 11 Likes

Getting Started with Text to Give

2216 Views 1 Like

Is there a time restriction on refunds in the Hub?

100 Views 0 Likes

Record an Offline Pledge

2461 Views 1 Like

Make Internal Only Fund Public

63 Views 0 Likes

Account Detail Report

55 Views 0 Likes