Donations Settings
Use Donations > Donation Settings to configure tax receipt information, control donation visibility on the user dashboard, and choose suggested donation amounts shown during checkout.
Who can access Donations Settings?
The page is available to users with the Donation Manager or Super Admin role.
Open Donations Settings
1. Sign in to the admin portal.
2. Open Donations.
3. Select Donation Settings.
Make your changes, then select Save.
Tax Receipts
Use this section to provide the information that appears on tax receipts issued to donors.
Charity Number or EIN
Enter your organization’s registration number:
- Canadian organizations enter their Charity Number.
- US organizations enter their EIN.
Tax Receipt Starting Number
Enter the number that should be assigned to the first tax receipt issued from the system.
Digital Signature
Add your organization’s signature. This signature appears on tax receipts issued to donors.
If a signature has already been saved, the current signature is displayed. Draw a new signature to replace it, or select Clear to remove the current drawing before adding a new one.
Tax receipt availability
Tax receipt configuration is available only for organizations using:
- CAD in Canada
- USD in the United States
Organizations using another currency cannot configure or issue tax receipts through this feature.
User Dashboard
Use this section to control whether donation content appears on the user dashboard.
Hide donations on the user dashboard
Enable Hide donations on the user dashboard to hide:
- Donation prompts
- Fundraiser campaign cards
This setting does not disable donations. Direct donation links and donation processing remain available.
To show donation content again, clear the checkbox and select Save.
Checkout Donation Amounts
Use this section to configure the suggested donation amounts that donors see during checkout.
Add a donation amount
1. Select Add donation amount.
2. Enter the suggested amount.
3. Repeat to add additional amounts.
4. Select Save.
Each amount must be at least $1.00.
If no amounts are configured, the system displays the default checkout donation amounts.
Save your changes
Select Save after updating any section. A confirmation message appears when the donation settings are saved successfully.
If the settings cannot be loaded, select Retry and try again.