· 8 min read

How do I set up donations in Orgo?

Create a product of type Donation, give it a title, choose whether it takes one-off gifts, monthly gifts or both, and add the suggested amounts a donor picks from. Saving publishes a public page that needs no login and no separate publish step.

Two things catch almost everyone out, so they are worth knowing before you build anything:

  • Orgo does not issue tax receipts. Stripe does, and it has to be switched on.
  • Donors do not become members. They land in your contacts, unless their email already matches a member.

Before you start

RequirementDetail
Online Payments module onOn by default
A connected Stripe accountWithout one, the one-off option cannot even be enabled. A campaign owned by a chapter still needs your organisation to be connected
FINANCIAL_TENANTOr FINANCIAL_LOCAL to create and edit a campaign belonging to your own chapter

Setting Stripe up is a separate job, covered in how to take card payments with Stripe.

Create the campaign

Campaigns live with your products, so you start from Create Product and pick the Donation card. Your sidebar wording is per-organisation, so the route into products may be named differently in your workspace.

Create Product form with the Donation card selected beside a Membership Fee card, a title reading Winter Appeal 2026, a URL slug of winter-appeal-2026 previewing the public address, Recurring and One-off frequency cards both ticked, and an Enable custom amount switch with minimum and maximum fields in USD
  1. Name it and check the address. The URL slug is generated from the title as you type and the form previews the public address underneath. Slugs are unique within your organisation.
  2. Choose the frequency. Recurring and One-off are independent, so turn on either or both. Once a campaign has been saved with only one of them, the interface will not let you switch that one off without turning the other on first.
  3. Allow a custom amount. On by default for donations. A minimum and maximum are optional, and with several currencies in play the same limits apply to all of them.
  4. Add a goal, if you want one. A Total goal counts cumulative one-off giving, a Monthly goal counts recurring revenue per month. The goal type selector only appears when both frequencies are on, and goals are not available on multi-currency campaigns.
The same Create Product form scrolled to the Campaign optional block, showing Goal type cards for Total goal and Monthly goal with Total goal selected and a Goal value field in USD, above the frequency and custom amount sections

A Target date is optional. Setting one replaces the completion percentage under the public progress bar with the deadline, which is what creates the urgency. It does not stop payments by itself.

The suggested amounts a donor picks from

The Prices and Options tab holds the buttons on the page. Each has a name, an amount, a description and a tag showing whether it is one-time or recurring.

The Annual Fund campaign on its Prices and Options tab with Landing page, Widgets and Stats tabs alongside, listing suggested amounts from Monthly supporter at 10 dollars through Benefactor at 500 dollars, four of them tagged Recurring and one marked default, each with a sentence describing what the gift funds

Mark one as the default so it is pre-selected when the page loads. Archive retired amounts rather than deleting them, so past payments keep resolving to something.

Write the descriptions in terms of what the money does. “Fifty a month underwrites a chapter speaker series for the whole year” outperforms “Fifty dollars” because it tells the donor what they are buying.

The public page and its address

Every campaign answers at your payment host followed by /pay/ and the slug. No login, no publish step.

Public donation page headed Support Northwind's Mission with a hero photograph, a progress bar reading 30,200 dollars raised of a 38,000 dollar goal across 151 donations at 79 percent, an About this campaign block, Words of support from donors, and a donation panel with suggested amounts, a custom amount of 25, a Cover the processing fee checkbox showing 1.06 dollars, checkboxes to share a message and to hide the donor's name, and a Donate now button

Your products list shows each campaign’s public address and gives you Copy link and Landing page without opening the campaign.

Products list showing sixteen active products, where two rows typed donation carry their public pay addresses under the campaign name along with revenue, payment count, subscriber count and Landing page and Copy link buttons, among membership fee products tagged Fee and Chapter

One campaign can also be nominated as your default donation product, which is what the short /donate address resolves to. The first donation campaign you create claims it automatically, and you can move it later.

Donation Product settings panel with a Donation Product dropdown and a Recurring Donation Product dropdown, both set to Support Northwind's Mission, beside a Manage Products button

The second dropdown, Recurring Donation Product, does something different: a member with an active, non-confidential subscription to that campaign is flagged as a supporter on their profile and in the member directory.

What the donor gets back, and who sends it

This is the single most misunderstood part of donations in Orgo, and the answer matters for anyone claiming tax relief.

THREE DIFFERENT THINGS, AND ONLY ONE IS A RECEIPTThank-you emailSENT BY ORGOGoes out automatically as soonas Stripe confirms the gift.Carries the amount and thecampaign name. Editable.No receipt number.Not a fiscal document.PDF Receipts / ProofsA SETTING IN ORGO, OFF BY DEFAULTMakes the paid tag in yourpayments list downloadable.Only works for donors whoseidentity documents are validated.Never emailed to the donor.Not a fiscal document.The Stripe receiptSENT BY STRIPENeeds two switches: StripeEmail Receipts in Orgo, andcustomer emails on the Stripeaccount itself.Never sent in test mode.The only receipt in the flow.No invoice is ever raised for a donation. If your donors need something for their tax return, plan for Stripe’s receipt.

Switch Stripe Email Receipts on under your payment settings, then check the connected Stripe account has customer emails for successful payments enabled. One without the other sends nothing.

Where the gifts arrive

Donations land in the same payments ledger as fees and ticket sales, and each campaign has its own payments view.

Payments view for the Annual Fund campaign counting 90 payments, with filter pills for payer name, payment ID, user ID, email, status, type and date, and rows showing the amount, a Paid or refunded status, the donor name, the chapter the gift came from, the date, a confidentiality column reading Yes on two rows, and a type tag of one-time or Subscription

Refund in the row menu returns the full amount through Stripe and moves the payment to refunded. It works only on a payment that already succeeded, and it needs FINANCIAL_LOCAL on the chapter the gift was designated to, or FINANCIAL_TENANT when it was not designated to one. A chapter treasurer cannot refund an undesignated gift.

One routing detail worth knowing if you run chapter campaigns: the donation page’s own card form charges your organisation’s Stripe account, even when a chapter owns the campaign. Chapter Stripe accounts collect chapter fees, not donation-page gifts.

Cover the processing fee lets the donor add the processing cost on top so the full intended amount reaches you. It is calculated as 2.9% plus a fixed amount per currency, 0.30 USD, 0.25 EUR, 0.20 GBP or 1.20 RON. Those are Orgo’s published figures rather than a live reading of your own Stripe pricing, so treat the number the donor sees as an estimate of the fee, not a guarantee.

Donors who give every month

Recurring donors get their own tab, with their status, chapter, designation and amount.

Subscribers list for the Annual Fund campaign counting 16 subscribers, with filters for name, ID, email and status, and rows showing each donor's Stripe link, creation date, location, monthly amount and a status of Active, canceled, or Active with a cancels-on date, and an Unsubscribe button on the active rows

Unsubscribe cancels a subscription from your side. It stops future charges and does not touch the gifts already made. A donor whose subscription is cancelling shows the date it ends rather than disappearing at once.

The donor wall, and giving anonymously

Display top 50 recent donations adds a live panel to the page: a running count, the five most recent gifts, and a flash when several arrive together. See all opens every gift 50 at a time and See top opens the largest.

A Donations dialog opened over the public page counting 151 gifts, with All and Top tabs and a list of donors showing a first name and surname initial, the amount and a relative date, where several rows show a question mark avatar and no name for confidential gifts, above the page's own Words of support column

Public names are shortened to a first name and a surname initial. Confidential donors show as anonymous throughout, which is the rows carrying no name in the list above.

Confidentiality is opt-in per campaign. Switch on Enable payment confidentiality and the donor gets a Don’t display my name publicly checkbox. Their gift still counts toward the goal and the donation count, and their real identity stays on the payment record, so your finance view is unaffected.

Messages of support work the same way: a donor can attach a message, approved messages appear on the page newest first, and moderation is after the fact. There is no pending queue, so a message is public the moment the gift succeeds and you take down anything you do not want.

Who the donor becomes in your records

A donation never creates a member. What it creates depends on one thing: whether the email already belongs to somebody.

A gift arrives with an email addressIt matches a member you already haveIt matches nobodyNothing new is createdThe gift is attached to that member andshows on their recordYou get a contactAn existing contact with that email is reused,otherwise a new one is created and taggedNeither outcome grants membership, a fee period or a login. A donation is not a subscription to your organisation.

Contacts created this way are tagged with donation as their source, so you can list them, export them and turn them into a cultivation audience without confusing them with members who have paid dues.

Some organisations show a create-an-account option on the page, controlled by an account-creation setting for external buyers and a per-campaign override. Plan your follow-up around the contact record regardless, because that is what a gift through the donation page reliably produces.

Dressing the page

The Landing page tab edits everything the donor sees, against a live preview you can flip between phone and desktop framing. Nothing changes until you save.

Landing page tab for the Support Northwind's Mission campaign showing a Hero media block with Image and Video options and an uploaded photograph, an Appearance block with separate desktop and mobile switches for the logo header bar and title and a primary colour set to a Forest preset among nine swatches, beside a live phone preview of the public page

Hero image or video, a primary colour that drives the donate button and the progress bar, the campaign story, and a thank-you message that overrides the default confirmation text. There is also a social share image, used when someone pastes the link into a chat.

A donation ask at fee checkout is not a campaign

There is a second, smaller way to raise money: a prompt offering members an optional donation while they pay their membership fee.

Membership fees settings with Enable Membership Fees switched on, a Product Configuration block naming the membership fee product and default price, a Checkout donation block whose Offer a donation at membership checkout switch is off, and Payment Options showing Allow Bank Transfer Payments off and Allow Mark as Paid on

That prompt has its own text, minimum and maximum, and it is configured with your membership fee settings rather than on a campaign. It gets no public page, no goal, no donor wall and no widgets. Use a campaign when you are fundraising, and the checkout prompt when you are topping up dues. Campaigns, donor records and recurring giving together make up Orgo’s fundraising software.

One last rule

A campaign with any payment recorded against it cannot be deleted. Archive it instead: the page still loads, the form is replaced with a notice that payments are disabled, and your history survives.

Frequently asked questions

Does Orgo send my donors a tax receipt?

No. Orgo sends a thank-you email with the amount and the campaign name, which is a thank-you and not a fiscal document. The only receipt a donor can receive is Stripe's own, and it needs two switches: Stripe Email Receipts in your Orgo payment settings, plus customer emails for successful payments enabled on the connected Stripe account itself. Stripe never sends receipts in test mode. No invoice is created for a donation.

Do people who donate become members?

No. A gift from your donation page creates a contact, not a member, and the contact is tagged as having come from a donation. The one exception is a donor whose email already matches a member in your organisation: no new record is made and the donation is attached to that member instead. Plan your follow-up around the contact record.

Can a donor give without their name appearing on the page?

Yes, if you have switched on payment confidentiality for the campaign. The donor then sees a Don't display my name publicly checkbox, and their gift shows as anonymous on the donor wall and on any message they leave. The gift still counts toward the goal and the donation count, and their real identity is still recorded on the payment, so you can see who they are.

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