Set up Recurring Giving for a Donor with Admin Batch Giving

Empowering your church's financial team with the right tools is crucial for managing donations efficiently. The Admin Batch Giving feature in Tithely is designed to simplify the process of setting up recurring donations on behalf of your donors, especially for those who may not be comfortable doing it themselves. This guide provides a comprehensive walkthrough on how to use the Admin Batch Giving tool to create and manage recurring giving schedules for your donors. Whether you're adding a new donor or setting up a recurring donation for an existing contributor, these steps will ensure you have all the information correctly entered and processed. Moreover, it highlights the importance of using an email address for each donor to ensure they receive their tax receipts and maintain accurate records.

  1. Log into your Tithely Account.

  2. Select Giving.
  3. Click on Admin Batch Giving.
    Note
    : This will redirect you to the Tithely 1.0 space.

  4. Click Run Transactions.

  5. Insert donor information, email address, payment type, giving type, card information (if needed), and any other information you may need.
  6. Select Yes on Recurring Giving and set a schedule.

  7. Click Process

Adding a New Donor

When you add a new donor with Admin Batch Giving there are a few small steps you need to take. You can follow all of the above steps, just make sure and click “Add donor’s name” once you typed the donor’s name. We highly encourage you to use an email address here when adding a donor.
Please Note: If an individual email address is not provided then this will result in the inability to provide the donor with a tax receipt at the end of the financial year. In addition, if the donor has already been entered into the system the admin should enter the SAME name and email address that has already been used by the donor unless otherwise instructed. This is essential in our tracking of donor information!  

Once you add a new donor in, their donor details will populate in the “Contact Management” tab in Tithely and autofill in future Admin Batch Gifts!

That’s it! You can add as many transactions as you need. Just head over to your giving statements to see where the transaction has been run or donations have been recorded.

Was this article helpful?
0 out of 0 found this helpful