Recurring Donations Training Webinar

Learn how to manage recurring donations in DonorSnap, including manual data entry, donor acknowledgment strategies, and reports for identifying and tracking recurring donors. You’ll also learn how to set up online donation forms with recurring giving options through Stripe, and how to process and manage those recurring payments in your database.

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Quick Recap

The trainer conducted a comprehensive webinar on recurring donations in DonorSnap, covering both manual database entry and online donation processing. She demonstrated how to manually enter recurring donations using the duplicate function, discussed reporting options including the Periodic Comparison report for identifying recurring donors, and explained best practices for coding and acknowledging recurring donations. The session included detailed instructions on creating online donation forms with recurring payment options using Stripe, showing how to customize form fields, manage payment processing, and handle subsequent monthly payments through the Responsive Forms Open Records dashboard feature.

Summary

DonorSnap Recurring Donations Training
The trainer led a training session on recurring donations in DonorSnap, covering both manual database entry and online forms. She explained how to add recurring donations manually by navigating to Community Contacts, finding the donor, and entering the donation details in the Donations tab.

Recurring Donor Payment Management Process
The trainer discussed the process of managing recurring donor payments in DonorSnap, focusing on whether to send thank you letters for each donation. She decided not to send monthly acknowledgments for recurring donors, opting instead to send a year-end summary of their giving. The trainer also demonstrated how to use the duplicate function in DonorSnap to efficiently record subsequent donations, which automatically carries over most information but requires updating the date and check number.

DonorSnap Reporting Features Demonstration
The trainer demonstrated various reporting features in DonorSnap, explaining how to run donation reports and identify recurring donors. She showed that while the Donation Activity report provides detailed donation information, it doesn’t easily identify recurring donors, but the Donations Received Summary can total donations. The trainer recommended the Periodic Comparison report as the best option for finding recurring donors, though it requires manual review to identify repeat donors. She also mentioned that DataMiner Platinum can create custom reports for recurring donors and introduced the DonorSnap Analytics AI Report Builder as a helpful tool for easily building complex queries that aren’t possible in other reporting tools.

DonorSnap Analytics Tool Demonstration
The trainer demonstrated how to use the DonorSnap analytics tool to identify and track recurring donors, showing a method to create separate donation types for one-time and recurring donations. She explained that while the tool provides valuable recurring donation reports, an alternative approach would be to add a “recurring donor” attribute at the contact level, though this would limit the use of standard donation reports. The trainer also discussed data entry considerations for recurring donations, including monthly thank you letters and proper coding for future reporting needs.

DonorSnap Online Donation Setup
The trainer explained how to set up online donation forms in DonorSnap, emphasizing the importance of understanding the database and reports for effective online donations. She demonstrated the process of building a form, integrating it with Stripe for payment processing, and customizing fields including recurring donation options. The trainer highlighted that recurring donations allow donors to choose payment frequencies and control start and end dates, with all transactions recorded in DonorSnap and processed through Stripe.

Recurring Donations Setup and Management
The trainer demonstrated how to set up and manage recurring donations through Stripe in DonorSnap, including customizing form options, processing payments, and managing donor records. She explained that payments downloaded to the sandbox first rather than directly to the database, requiring approval through the Responsive Forms Open Records app. The trainer also covered managing existing recurring relationships, making changes to amounts and frequencies, and handling reporting for recurring donors.

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