Overview

Donation management ships in the core: giving pages your donors use without an account, every gift recorded against the person or organization that gave it, and CRA-compliant receipts issued from the same rows. Checkout runs through your own Stripe account, so the money never passes through Mercleo.

Set up in this order

• Complete your charity settings first: registered-charity identity, BN/RR, fiscal year and signing officers. Receipting stays off until Mercleo has verified your charity.
• Build a donation page with suggested amounts and your branding, and share its link anywhere.

Day to day

• Record and browse gifts against contacts, organizations or households on the Transactions page.
• Issue tax receipts against eligible gifts: download, email, void or reissue, each with a per-fiscal-year serial and an append-only audit log.
• Group work toward a goal as fundraising campaigns, attributing gifts by hand and reading totals per currency.

Donors give through your portal and your pages without creating an account. The participant side is covered in the Portal docs.