Canadian Churches
When using any new online giving platform, there will always be unique features and potentially different ways of managing information than what you may be used to ✨To make sure there are no surprises along the way, let's take a look at some of those features together 🤝
Feature #1: Gift Payout Schedules 💰
Everyone loves payday. Thankfully with Nucleus Giving, payday is everyday! ...well, mostly! Let's look at some of the details real quick:
Nucleus Giving partners with CardConnect as our card processor. At the end of every day, they deposit whatever money is available into your church's bank account. So how often you receive deposits into your account depends on how often people are making donations to your church.
Oh, and one important note: we call batch deposits Transfers, so if you see that word anywhere in our Help Center or in conversations with us, that's what we're referring to 😊
Here are some frequently asked questions 👇
- How long does it take for credit card gifts to be paid out?
- Why do I see a penny less/more in a deposit than what I see in my Transfers Panel?
- What do Canadian churches need to know when using RebelGive?
You might also be wondering what the difference is between Pending and Successful statuses for donations.
Pending: The gift has been accepted through your church's GivingFlow.
Successful: The gift has been given the green light to be transferred by our processor and deposited into your account upon the next Transfer.
Feature #2: Profile Details 👤
Nucleus Giving makes it as easy as possible for people to give to your church. in fact, that's one of the reasons we created the GivingFlow instead of a typical giving form: it's easy, intuitive, and is proven to increase completion rates, which means more online gifts being given to your church 🙌
More to the point, as privacy continues to be something that is more and more desired, we've decided to favor letting individuals make their own choices of what information to provide when giving to your church 📝
This means we require the bare minimum of information required to give online, which reduces the barriers to give, and increase the amounts of gifts your church receives 🎁
Here are some frequently asked questions 👇
- What donor information will I see associated with each gift in my Transactions Panel?
- What about annual tax statements? Don't I need personal donor details to legally deliver those?
Feature #3: Unclaimed Gifts / Emailing Receipts 🧾
While we're helping you become familiar with Nucleus Giving, at times, donors may come to you with questions, and we're here to equip you with the answer to one of the most frequently asked donor questions:
Why can't I see my gift in my personal Giver Account?
One of the main reasons for this is because, at the time of the donation, there was no information provided for Nucleus Giving to associate that gift with their account. Regardless if they have a personal account or not, either the Giver wasn't signed in, or they didn't provide their email address at the end of the GivingFlow 🚫
The solution? The Receipt Lookup Tool 🔍 This tool is designed specifically to look up receipts of donations, and to help Givers claim their gift when they don't see it in their personal account.
Here are some frequently asked questions 👇
- How do I help a donor claim a gift that they can't see in their personal giver account?
- How can donors look up past receipts if they can't find them in their email inbox?
(And before you say anything, yes, the link is the same for both questions. That's because the Receipt Lookup Tool is the answer to both 😉)
Oh, and one more thing. It's super important that anyone who has a Nucleus Giving account - yes, that includes you as an admin - verifies their email address. If you don't, then even if you are logged into a GivingFlow, you might not see that gift (or any future ones) accounted for in your personal Giver Account until you do so.
Here are some other frequently asked questions 👇
Feature #4: Downloading Reports 📥
Spreadsheets may scare some, and balancing books may bore others, but for financial people, this is where they thrive. If that's you, we certainly hope you find the reporting within Nucleus Giving to be robust and intuitive to follow 🙏
The Transactions Panel is going to be where you'll be spending the majority of your time in your Control Center. It's there you'll be able to see details for every single gift that comes in. When downloading reports, you can filter and arrange the exact data you want to see. All reports are downloaded as a .csv file, which you can open in any basic spreadsheet program 👨💻