In this article, we set out to streamline the must-know information for you as a staff member handling Online Giving through Breeze. We are assuming that you are already using Breeze for online giving and are looking for some additional information while helping to serve your donors well!
If your organization is not using Breeze for Online giving and you are interested in doing so, read our setup section to get started!
Click on the topics below to display specific details about the different areas of Online Giving:
How to Associate Donations with a Donor Record in Breeze (and why you should do this)
To learn how to associate gifts click on the options below:
- Navigate to "Giving" > "Online Giving."
Note: If you are viewing the dashboard on a smaller screen you may need to select More then Giving. - Click on the "Associations" tab.
- Type the name of the person in the Assign To box and select the individual from the drop-down list.
- Navigate to "Giving" > "Online Giving."
- Click on the "Associations" tab.
- Type the name of the person in the Assign To box.
- If the person is not found click "+Person Not Found - Click to Add"
- Add the new person with the details you would like their profile to contain. Click Create Person.
This will bring up the "add person" box where you can add any details you'd like/have on that individual. It will auto-populate with their name, email, and address based on the information that they entered at the time of contribution.
Click on the fees below to see the specific rates for each type of gift:
Online Giving fees are 1% + $0.25/transaction for ACH (bank transfer) payments.
ACH gifts take 7 business days to process and clear before funds are made available for transferring to your bank account.
These rates only apply to U.S. Online Giving. For giving information outside of the U.S. view Using Breeze Outside of the US
Credit/Debit gifts take 2 business days to process and clear before funds are made available for transferring to your bank account.
These rates only apply to U.S. Online Giving. For giving information outside of the U.S. view Using Breeze Outside of the US
When most donors give online they assume the amount that they are choosing to give is the amount that the church actually receives. In the world of online processing, this unfortunately isn’t the case, as there are standard processing fees involved. The option to allow donors to cover fees helps inform your donors of the processing fees, as well as helps offset administrative costs for your church or organization.
This feature may sound fancy, but on a technical level, all that we're doing is some basic math, allowing the donor to increase their donation to the point where their initial intended amount, is received by the church. Because these fees are pulled out of the total transaction, though, the gift must be increased by an amount that is slightly larger than what the fee would be if the donor did not choose to cover the fees.
For example, when donating $100 by credit/debit card, where the donor chooses to cover the fees, increases the gift by $3.30. When the donor chooses not to cover the fees, this would incur a processing fee of $3.20.
Click Here To See the Math Involved
Click on the options below to see the specific instructions for modifying a recurring gift:
- Navigate to "Giving" > "Online Giving."
- Towards the bottom of the page, you'll see the "Recurring" tab. Click on this tab.
- Find the recurring payment you would like to modify and click the amount.
- In the Recurring Payment window click "Change" to the right of the section, you'd like to modify
- Payment Method Section, use this to Update or change the Payment Method of the recurring gift.
- Schedule Section, use this to adjust the date, amount, frequency, and fund of the recurring gift.
- Donor Section: Reassign the association of this recurring giver to a new person.
Future-dated recurring donations are accessible in the Online Giving > Recurring Gifts section of Breeze. If you happen to remove a fund in the Funds section that a recurring donation is set for, the recurring gift will readjust to go to the new fund you selected to move the contributions to when you deleted the fund. See article on Funds for more information.
- Instruct the giver to Log into Breeze and Click on "Give Now" > "Recurring Gifts" (on the left)
- Click "change" next to the recurring gift you wish to update
- Click "Show More Options"
- Click "Change" next to the section you'd like to modify and make your desired changes.
Select the gift type below to see specific details around that type of failed gift:
- Refunds can take 5-10 business days to completely process and appear back in the giver's bank account/credit card.
- Our best recommendation for refunding an ACH payment is to wait until the ACH transfer clears before you issue a refund.
- Navigate to "Giving" > "Online Giving."
- Find the payment you would like to refund in the "Payments" tab.
- Click the dollar amount of the gift you'd like to refund.
- Click (Refund) beside the dollar amount on the Payment Details popup.
- Select if the refund is a full or partial refund, and click Refund.
If you have not associated payments with a profile yet this will be the best place to find the payment and refund it.
- Navigate to "Giving" > "Reports."
- Use Report Filters to find the payment you would like to refund.
- Click the dollar amount of the gift you'd like to refund.
- Click (Refund) beside the dollar amount on the Payment Details popup.
- Select if the refund is a full or partial refund, and click Refund.
If you have already associated the payment with a profile this may be the best place to find an individual's payment and refund it. If you have not associated the payments you are wanting to refund yet with a profile, the unassociated gifts will show as anonymous in the reports section.
- Navigate to a person's profile using the Search Bar in the upper right corner of Breeze.
- On the left-hand side of the profile click "Giving"
- Find the Payment you would like to refund.
- Click the dollar amount of the gift you'd like to refund.
- Click (Refund) beside the dollar amount on the Payment Details popup.
- Select if the refund is a full or partial refund, and click Refund.
If you have associated payments with a profile this may be the quickest way to find an individual's payment and refund it.
For more information on refunds please visit Refunding Online Giving in our help center!