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.
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Log into your Tithely Account.
- Select Giving.
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Click on Admin Batch Giving.
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Click Run Transactions.
- Start typing a donor's name and select the Donor.
- Under payment type, select Process A Transaction (CC/Bank)
- Select or Add a Payment Method.
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Enter the Amount.
- Select the Fund.
- Select Yes from the Recurring drop-down selection.
- Select Yes/No for Cover the Fees.
- Select Frequency for this recurring gift.
- Enter a Memo.
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Click Next Entry to commit this transaction.