Gifts Flow

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From Donation Channels to Receipts…

CREDIT CARD DONATIONS VIA DONORVIEW:

  • They automatically go to Chase.
  • Receipts are automatically issued by Donorview / Connected View, and immediately emailed to the donor by Donorview / Connected View to the dono.

CREDIT CARD DONATIONS VIA PAYPAL:

  • They remain in Paypal, until transferred to Chase or used in Paypal purchases (online, credit card or debit cards).
  • Receipts are automatically issued by Paypal, and immediately emailed to the donor by Paypal.

CASH OR CHECK DONATIONS:

  • Deposit them to Chase.
  • Email the scanned check to the person in charge, so that pdf receipts could be issued manually using Donorview, and sent via email or post to the donor.

ZELLE AND OTHER BANK TO BANK TRANSFERS:

  • They automatically go to Chase.
  • Inform the one in charge, so that pdf receipts could be issued manually using Donorview, and sent via email or post to the donor.