How To Include Offline Gifts On Your Giving Form

Your members can see both online AND offline giving history within your Giving Form. This makes your giving form a one-stop-shop for your members to view and manage their donations.

 

Step 1

To enable this feature, log in to your Giving Software and click the Gear Icon at the top right. Then scroll down and select the ChMS Integration Tile (below).

 

Step 2

Lower on the page, simply toggle the Offline Gifts option to "Yes" (below). Changes are auto-saved. You're Done! 

Display Offline Donations

 

Donor View

Once enabled, when your donors login and select the History Tab, they'll see their full giving history (below).

Donor View

 

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