PDF Receipts/Reports

When you send a receipt or giving report, a pdf version will now accompany the email. This printable version of the email contents removes the gray background and zig-zag element and is easy to print.

In the same update, we modified how recurring gifts are treated in gift receipts. From here forward, only the latest charge is on the receipt, not the entire giving history. Showing every payment instance becomes a bit much for a weekly giver, for example. The receipt is to show recent activity; for fuller history, a report can be generated by the donor from their account login.

Year-End Giving Report

Donors can access a report of their giving for the year by logging in to their donor account at www.givingtools.com/login. Once logged in, they simply select the Gifts tab and then click the “Send me a giving report” button.

Managers can also send a giving report to everybody who has donated in the past year. To do that, click Accounts in your dashboard, then scroll down to the Giving Report section. You can customize the message that accompanies the report here, too.

Cancelling a Recurring Gift

If a donor has a recurring gift they would like to cancel, they can cancel it by logging in to their donor account at givingtools.com/login. Once in, they can click the Gifts tab, find the gift in question, and click the “Cancel Recurring” button beside the gift.

Managers are also able to cancel gifts on behalf of donors. Simply find an instance of the gift in Reports, click the more button (…) and click Cancel Recurring beside the gift.

If you have any questions or need help cancelling a gift, you can also reach out to GivingTools support (support@givingtools.com). We are happy to cancel a gift on your behalf and can deal with any other unique request you may receive.

The Help section of your dashboard includes a Guide for Users that also outlines the process.