Online Giving Overview
======================
Online Giving in TouchPoint offers great flexibility in configuring giving pages for a variety of needs.
Below are listed some of the features available, followed by a video introduction.

A Look at the New Features
--------------------------
.. raw:: html

    <iframe width="560" height="315" src="https://www.youtube.com/embed/sojKuEeWOtU?rel=0" frameborder="0"
    allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>

Overview of Features
--------------------
-   One page can provide donors with the opportunity to make pledges, one-time gifts, or set up recurring giving
    schedules, with the ability to switch from one giving type to another while retaining information they have
    already entered.
-   Multiple giving pages can be configured, each with the funds and other options you specify.
-   A default giving page can be specified or, if your church has multiple campuses, a default for each campus.
-   As part of setting up giving pages, you can define descriptive URLs for each.
-   Giving pages can be custom branded by means of a shell (just as with registrations).
-   There are editable email templates for donor notification of the following events:

    -   One-time gift
    -   Online pledge
    -   Recurring setup
    -   Recurring gift made
    -   Recurring gift failure
    -   Recurring gift hits its end date
    -   Deletion of recurring giving schedule

-   Funds used on giving pages can be configured to allow Notes so that donors can enter memorials or instructions.
-   Funds used on giving pages can also be configured to allow an end date for recurring gifts.
-   Donors can make a one-time gift without logging in or can log in via several methods:

    -   Security code sent to email address
    -   Security code sent to phone (requires Twilio integration)
    -   Traditional user name and password

-   Donors can set up multiple recurring schedules.
-   Donors can save multiple payment methods and, when making or scheduling a gift, can select from a list of
    saved payment methods.
-   There are several options for frequency of recurring gifts:

    -   Weekly
    -   Biweekly
    -   Semi-monthly
    -   Monthly
    -   Quarterly
    -   Annually

    The first four are available by default, although the biweekly and semi-monthly options can be hidden. The
    remaining two -- quarterly and annually -- can optionally be enabled.
-   Online giving can be configured to allow donors to cover the processing fees, which can be set for card
    and for eft by administration settings.
-   Minimum and maximum gifts can be configured so that donors are not allowed to make gifts under the minimum
    or over the maximum.
-   Each giving page can be configured to display a pledge summary at the bottom of the page.
-   With URL controls for giving pages, you can preset the selected type (pledge, one-time, recurring), fund,
    and amount.
-   Additionally, special links for use in email and SMS can also preset these three options.

For instructions on setting up the new Giving Pages, see :doc:`OnlineGivingSetup`.

|
|

+--------------------+------------------+
| **Latest Update**  |  **12/6/2021**   |
+--------------------+------------------+

Removed note about migration.