Start a Donation - Offline

1. From a charity page, select Log an offline donation.

   Note: If the organization has not been vetted, you will not be able to log an offline donation. Instead, you can submit a vetting request first.

2. If this option is enabled, attach your donation receipt under Upload a receipt. Your organization may require a receipt. Your Customer Success Manager manages this setting.

   The system fills in Donation Amount, Donation Type, and Original Donation Date if it finds these details on the receipt. It also checks whether the charity and donor names match.

   Note: You can submit your offline donation even if the system doesn't recognize a match for the charity or donor name.

3. Enter your Donation Amount.

4. You can use the Currency Converter option to convert your preferred currency to the organization's accepted currency.

5. Select your Donation Type.

6. Select the Original Donation Date, the date you made the donation outside the platform.

7. If your donation has an available match, the Donation Match section appears.

   1. Select the desired match program. If enabled for your community, you may have the Do Not Match This Donation option.

      • A progress bar displays beneath the match program(s) you have available. This progress bar shows how much of your cap you have used and how much you have left.

      • Next to the match amount, the info tool tip displays the percentage at which your employer will match your donation.

      • You will see an indicator if a match program requires admin approval, or if the match program requires that the charity to agree to regulatory compliance statements.

      • If the organization requires an affirmation, this displays and must be agreed upon before your donation and match can be added to cart.

   2. Answer any required custom questions under Match Questions. This section displays if you have chosen to apply a match and your employer has added custom questions to this match program.

8. You can add a Designation to identify a specific purpose, such as honoring someone or supporting a program. Depending on your selection, you can enter a note.

9. You can select Send an email to notify another person or organization about your donation.

   • If you select this option, enter Designee email address(es), Subject, Message Title, and Personal Message.

   • Select Show my donation amount after the message to include the donation amount in the email.

10. If you donate to a peer-to-peer fundraiser, you can select whether to share your name and donation amount under Recent Donations on the fundraiser page.

11. Select Checkout Now or Add to My Cart.

    • If you select Checkout Now, the checkout page opens.

    • Select Add to My Cart to continue browsing and add other donations before checkout. When you're ready to complete your checkout, select your cart.

Tip: If you have Offline/Direct Donation Explanation custom text, it appears at the top of this page.

Next: Review My Cart - Offline