Get answers to your most frequently asked questions below.
For information on additional topics, please reference the iDonate knowledgebase, accessible by logging into iDonate and clicking Help.
How do you update a donor email address?
You can easily update a donor’s email address from the Donors List in iDonate. Review this article for a step-by-step guide on the donor email update process.
How do you update donor information, such as a donor’s address or name?
You can update a donor’s mailing address or name from the Donors List in iDonate. This article describes the update process.
How do you update a donor’s credit card?
Only the donor may update their payment (credit card/bank account) method. Here’s an article that describes how you can initiate the payment method update process.
How do you change the payment date of a recurring donation?
Recurring donation schedules can be updated in iDonate. Review this article that details how to update recurring donation schedules.
What if the donor does not have an email address?
Always use an email address of nodonoremail@idonate.com if a donor does not have an email address.
How can I refund a donation?
Credit and debit card donations can be refunded through iDonate. Here’s a step-by-step guide on how to refund a donation.
What is PCI compliance and how do I become compliant?
The Payment Card Industry (PCI) standard is mandated by the credit card brands and administered by the Payment Card Industry Standards Council. The standard increases controls around cardholder data to reduce credit card fraud. Validation of compliance is performed annually. For assistance with PCI compliance, please refer to this document or contact Trustwave at 1-877-257-0239 or ccsupport@securetrust.com.
How do I add a giving form (embed) to my website?
You don’t need advanced technical skills! Simply build your embed, copy the code snippet, and paste into your website. This article details the process for adding or editing an iDonate giving form (embed) on your website. Note, changes made to the embed within iDonate will automatically update the webpage containing that embed’s code (woohoo!).
How do I customize the donation receipt?
The steps describing how to customize a gift receipt can be found in this article.
How can I view my donations?
You can review all donations made through iDonate by selecting Donations in your iDonate account. Here’s an overview.
How do I add iDonate users?
There is no limit to the number of users that can be added to your iDonate account. Here’s how to add new users.
Still have questions?