Contents
Giving Methods
There are two ways to give to your community:
- In person, via a POS, in cash, or using a check. You can also pledge an amount in person. You will be able to view your pledges online, but cannot make them within the app at the moment. An admin must record pledges for you.
- Online, using a giving link you receive, or by going to the Give section in the main menu.
How to Give Online
When you click/tap a giving link you received, or you click/tap Give, in the main app menu, you will be taken to an online giving page, where you can enter the amount and configure the following:
- Cover the giving fee: Note that this may be enabled by default. Please turn off the toggle if you do not want to cover the fees. If you do, then the corresponding fees will be added to your entered giving amount. See fees for our integrated payment providers: Stripe. PayPal, and Paystack.
- Select the Fund that you want to give for.
- Choose if you are giving personally or on behalf of an organization. This option is only available if you are associated with an organization within ChMeetings.
- Choose if you want to give on a recurring basis. You can keep this turned off and you will only be charged once. If you enable recurring giving, you will be charged every week, every 2 weeks, monthly, or yearly, for the same amount, plus fees if enabled - depending on your selected recurrence.
View Your Giving
To view your giving, go to My Giving, in the main app menu.
Here is where you will find your giving Payments, and your Pledges.
In the Payments tab, you can see a list of previous giving payments, which you can export to Excel. Just click/tap the Export button and the file will download to your device. You will find it in your default Downloads folder, unless you choose to save it somewhere specific.
Under Show for, you can choose whether to show giving for yourself, your family (if this permission is enabled by admins) and for your organization, if you are associated with one. If you are not part of a family and are not associated with an organization, then you will not see this filter.
In the Pledges tab you can see your total number of pledges and total amount pledged,
along with the following information per individual pledge:
- Who pledged - especially relevant if you have access to family members’ giving.
- Campaign name - usually this is the purpose for which you’ve made the pledge.
- Campaign start and end date.
- Paid: What you’ve paid so far.
- Pledged - How much you’ve pledged to give.
- Remaining - How much is still left to pay out of the amount pledged.
- Status - Outstanding if nothing has been paid yet, Partial if part of the amount is paid, and Completed if the full amount has been paid.
- Completion % - A visual indicator of how much has been paid from the pledged amount so far.
View and Manage Organizations
If permission is granted, you can view and manage the organizations that you are associated with within ChMeetings.
Access your organizations by going to My Giving > Context Menu (⠇) > Organizations.
In the Organizations section you can find a list of the organizations you are associated with. Click/Tap the organization’s Context Menu (⠇) to edit or delete it.
Note that deleted organizations cannot be restored, so please proceed with caution. You will be asked to confirm your choice to delete.
To add a new organization:
- Open the section’s Context Menu (⠇), right next to the Organizations section title.
- Select Add Organization.
- Enter your organization’s information, then save.
- Once saved, you organization will be listed under the main Organizations screen. You can Export a list of organizations from the main section context menu (⠇> Export).