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Donation Products ​

The Donation Products area is where staff create and edit the gift options donors see on Give, map a product to Little Green Light, send the annual giving summary, and turn Giving Availability on or off. It does not list individual donors or recurring gifts — those live under Recurring Donors.

Used by: Admin and Super Admin (admin:view_donations).

Routes: https://admin.uibeta.org/admin/donations (list), https://admin.uibeta.org/admin/donations/new (create), https://admin.uibeta.org/admin/donations/[id] (edit), https://admin.uibeta.org/admin/donations/annual-summary (annual giving summary), https://admin.uibeta.org/admin/settings/giving (Giving Availability).

What the Donation Products list shows ​

  1. Go to Giving → Donation Products in the sidebar (or https://admin.uibeta.org/admin/donations).
  2. The page title is Donation Products. Use + New Donation to create a product.
  3. The Total and Active stat cards show how many donation products exist and how many are marked active.
  4. Click a row to open that product's editor.

Who can view donation products

Viewing and editing donation products is available to Admin and Super Admin (admin:view_donations). Cancelling or undoing a donor's recurring gift is Super Admin only (admin:manage_donations) and is covered on Recurring Donors.

Create a donation product ​

  1. From the list, click + New Donation. The editor opens as Create Donation.
  2. Under Basic Information, enter Name (required). Optionally set Category and Description, and use the Active (visible to donors) checkbox to control whether donors can see it.
  3. Under Donation Amounts, set Default Amount ($) and choose Suggested Amounts with the preset chips. Those chips become the One Time amount grid on Give (see below).
  4. Under LGL Sync Configuration, check Override default LGL settings only when this product should use its own Fund ID and Campaign ID. Leave the override off to use the organization defaults under Settings → LGL.
  5. Click Create Donation.

Edit a donation product ​

  1. Open a product from the list (or go to https://admin.uibeta.org/admin/donations/[id]).
  2. The form is the same as create: Basic Information, Donation Amounts, and LGL Sync Configuration.
  3. Click Save Changes.

What donors actually see on Give ​

The Suggested Amounts grid on https://portal.uibeta.org/give comes from the first active donation product. It drives the One Time amount grid. Recurring preset amounts are not editable on this screen.

Allow recurring donations does not turn on recurring giving

The Allow recurring donations checkbox on a donation product does not switch on the Recurring | One Time tabs on Give. That checkbox is left over from an earlier design. Changing it does not turn recurring giving on or off. Do not use it as the control for monthly gifts.

Annual giving summary ​

There is no automatic January send — someone has to run this each year.

  1. Go to https://admin.uibeta.org/admin/donations/annual-summary.
  2. Enter the tax year. It defaults to the last calendar year.
  3. Click Preview to see donor and gift counts plus given / fair-market-value / deductible totals. Send stays disabled until you Preview.
  4. Click Send. The confirmation reads Send calendar-year {year} giving summaries to {n} donor(s)?.

Giving Availability ​

Giving Availability lives at https://admin.uibeta.org/admin/settings/giving.

When it is off, the public Give page and the admin Giving sidebar section are hidden, and new gifts are refused with a disabled message. Existing recurring gifts keep billing.

Donors change or stop an existing gift at https://portal.uibeta.org/account/giving using Change my gift or Stop this gift. The Stripe Dashboard is not the donor's self-service path.

The cover processing costs default, the organization's legal name, and the EIN used on receipts live on Settings → Fee Pass-Through → Donation Settings at https://admin.uibeta.org/admin/settings/fees — not on the product editor.

A gift that arrives on the same check or cash as a membership is recorded with Add a gift on Record offline membership. The donor gets a tax receipt for the gift only, with the EIN, and this works even while Giving Availability is off. See Adding a gift to a membership payment.

Pay-by-check pledges on the Give page are switched on, and their reminders set, under Settings → Offline Payments. The open ones are listed at Giving → Pledges. See Give-page pledges.

Organization-wide donation fund and campaign defaults live under Settings → LGL. See LGL Sync for that page; this help does not repeat those steps.

Need help? Contact Andrew.

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