- Recurring donations — the donor experience, member portal management, and admin oversight
- Tax receipts — receipt email templates, on-demand PDF download, and IRS Pub 1771 compliance
- Migrating donations from another platform — CSV import for recurring donors and historical giving
What donors can do
The public donation page lives at{slug}.gohaven.co/donate. It’s available immediately for any organization — Haven creates a sensible default form on first visit, so donors can give before you’ve customized anything.
A donor visiting the page can:
- Choose a preset amount (default 50 / 250 / $500) or enter a custom amount
- Pick a designation (which fund their gift supports), if you’ve defined more than one
- Tick the Make this a recurring donation box and pick a frequency
- Check Make this donation anonymous (when you’ve allowed it)
- Add an optional message
- Pay via Stripe Checkout
What admins configure
Open Donations in your admin sidebar. You’ll find five tabs:- Form
- Designations
- Donations
- Recurring
- Import
Set the form heading, description, preset amounts, custom-amount toggle, fundraising goal, thermometer, anonymity, recurring frequencies, login requirement, and receipt template. See the Set up your donation form section below.
Donations require Stripe Connect Standard. If you haven’t connected a Stripe account yet, the public
/donate page shows a “Donations not configured yet” message instead of the form. Set up Stripe under Settings → Payments.Set up your donation form
From the Form tab, configure these sections in order:Form heading
The title and description shown above the form. Defaults to “Make a donation” with no description. Use this to frame the ask — mission impact, current campaign, urgency.Donation amounts
Set the preset amount buttons donors see (in dollars). Add or remove entries with the +/× controls. Defaults are 50 / 250 / $500 — adjust to match your donor base.- Allow custom amounts — when on, donors see an “Other amount” input below the presets. Recommended on for most orgs.
- Minimum donation — defaults to $1.00. Raise this if processing tiny donations isn’t worth the Stripe fee per charge.
Goal & thermometer
Optional. When you set both a Goal amount and Show thermometer on /donate, the public page shows a progress bar above the form. Choose All time, Current year, or Current month for the period the goal applies to.Donor controls
- Allow anonymous donations — adds an “Make this donation anonymous” checkbox to the public form. The donor’s name is captured for the receipt, but their public-facing display name is “Anonymous”.
- Require sign-in to donate — gates the public form behind the member login. Most orgs leave this off so non-members can donate too.
Recurring donations
When Enable recurring donations is on, the public form shows a “Make this a recurring donation” toggle that expands into a frequency dropdown. Tick the frequencies you offer:- Monthly
- Quarterly
- Every 6 months (semi-annually)
- Annually
Receipt email
Customize the receipt subject and body. The body supports merge tags:{{donor_name}}{{amount}}{{designation}}{{date}}{{deductible_amount}}{{premium_description}}{{receipt_number}}{{org_name}}{{org_address}}
Manage designations
Designations are funds donors can direct gifts to. From the Designations tab:Add a designation
Click Add designation. Enter a name (e.g. “Scholarship Fund”), an optional description, and an optional per-designation goal.
Choose the default
Click the star icon on the designation that should be pre-selected on the form. Only one designation can be the default at a time.
Reviewing donations
The Donations tab shows the most recent 100 donations, ordered by date received. Each row shows date, donor name (or “Anonymous” with an eye-slash icon), designation, amount, type (One-time / Recurring), and receipt number. Filter by:- Designation — narrow to a specific fund
- Type — show only one-time or only recurring charges
Refunds and resending individual receipts are coming in the next donations release. For now, refunds can be issued from the Stripe dashboard on your connected account; the webhook updates the row’s status to “refunded” automatically when it processes.