If you’d like to give donors the option to help offset processing costs, you can enable the GiftAssist feature. We want to be very clear: GiftAssist does not replace processing fees. It is an additional, small donation donors elect to add to their transaction. Processing fees are still taken from the total amount, but what you receive will be closer to the donor's original intended donation.
Currently, GiftAssist is available for the following types of transactions:
- Qgiv donations (one-time and recurring)
- Qgiv event donations and registrations
- Virtual Terminal
- Peer-to-peer campaign donations
- Peer-to-peer campaign registrations
- Auction event donations
- Auction event registrations
- Qgiv Kiosk
Please note: GiftAssist is tax deductible for your donors!
Contents:
- Activating GiftAssist
- What Donors See
- GiftAssist for Recurring Gifts
- GiftAssist in the Transactions Report
- Refunding GiftAssist
Activating GiftAssist
In your form-level control panel, navigate to the form's general settings.
Donation Forms
Peer-to-Peer
Auctions
Scroll down until you see the Enable GiftAssist toggle.
Once you’ve enabled GiftAssist, you’ll see the following:
You can apply either a percentage of the transaction total or enter a flat fee. The maximum percentage that can be entered is 6.00%—the maximum flat fee is $10.00.
In the Checkbox label field, you can customize the text that appears next to the checkbox where donors will indicate they’d like to help offset transaction costs. The %Fee% tag will populate with the GiftAssist amount.
Please note: When enabling GiftAssist for donation forms, you'll also see a toggle to Opt-in Donors by default. When toggled on, GiftAssist option will be automatically enabled for all visitors to your donation form. Donors can uncheck the option on the form if they do not want to pay the additional fee.
What Donors See
Donors will see the GiftAssist checkbox near the payment information area, just before the submit button. For kiosks, they'll be taken to a screen containing a breakdown of the GiftAssist fee, where they can decide if they want to add the amount to their transaction.
Once a donation amount has been entered, the additional amount will automatically be calculated and displayed.
When a donor is viewing the online Qgiv donation confirmation page, the GiftAssist amount will be listed as Covered Costs in the Billed Transaction Details section.
On the online confirmation page for peer-to-peer, the GiftAssist amount will be listed as shown below:
In a donor’s peer-to-peer email receipt, the following will be displayed:
GiftAssist for Recurring Gifts
Donors can also opt in to GiftAssist when they set up a recurring donation. If enabled, GiftAssist will be applied to each occurrence of their recurring payment.
They can also opt out of GiftAssist by logging in to their donor account and and unchecking the checkbox box while they’re editing the recurring payment.
If a donor sets up a recurring payment without a donor account and would like to stop using GiftAssist, admins who have system permission to access recurring payments can go in and opt out donors.
To opt a donor out of GiftAssist, select the Recurring Payments option located in the Donors area of the control panel, and then click the recurring ID of the payment you’d like to edit. You’ll land on the Recurring Details screen, where you’ll click the Edit button in the Amount section.
Uncheck the GiftAssist box, and then click Save Amount Information.
GiftAssist in the Transactions Report
If you’re looking for a GiftAssist amount in your Transactions report, you’ll see it appear as a line item, as shown below.
In other reports, you’ll see GiftAssist displayed in its own column, as shown below.
Refunding GiftAssist
If necessary, you can refund the GiftAssist amount. From your dashboard, locate the transaction for which you’d like to refund processing costs. Click the transaction ID in the table, and then click the Refund Options button on the resulting screen.
You’ll be presented with the options shown below. You can enter a full or partial refund for the main donation amount in the Donations section. If you have multi-restriction giving enabled, you'll see a field for each restriction. Check the box to refund the full GiftAssist Amount — partial refunds for GiftAssist aren't an option.
The total amount to be refunded will automatically update based on your actions.
When you’re finished entering refund amounts, click the Issue Refund button. The refund will be issued within 24 hours.
You’ll receive a confirmation message and the option to view the refund(s).
If you click View Refunds, you’ll see the Refund History table, which lists all refund actions related to the transaction.