TL;DR: Received a donation outside the site — cash, check or bank transfer? Record it yourself in the Offline Donations screen, one by one or as a bulk file, and issue a tax receipt in the same form.
Before you start — a few important notes
Adding offline donations is open to charities that set up a bank account debit authorization and sent us confirmation (or charities accompanied by our PRO department). This is how we collect the platform fee.
The fee for offline donations is 2% (or per your PRO agreement). No processing fee is charged.
Recording donations is the charity's sole responsibility — Jgive does not verify the donation.
How do I add an offline donation?
Go to the Charity Area → Donations → Offline Donations.
For a single donation: click Add offline donation and fill in the details — the donor's first name and last name, amount, campaign, payment method and Date and time of donation (it defaults to now. You can pick any date from 01/01/2001 up to today. A future date or time cannot be chosen).
Need a tax receipt too? Check Issue a tax receipt for this offline donation in the same form. Note: receipts are ILS-only, and only for a donation from the past 5 years.
For a bulk file: click Import and upload the file per the template. A summary shows the accepted rows and any errors.
How do I edit an existing offline donation?
Open the row menu (⋮) on the donation's row and choose Edit.
No receipt — everything is editable: first and last name, payment method, donor details and comments.
With a receipt — the donor name, payment method and ID details are locked (already reported). Comments and display options stay editable.
The Note field — an internal note only your team sees, never the donor.
FAQ
How do I delete an offline donation? From the row menu — Delete. A donation with a receipt can't be deleted; issue a reverse receipt instead.
How do I filter the table? Use the filter bar: Donor, Payment method, Period and Receipt; more filters under Add filter. The export downloads exactly what's filtered on screen.
How do I import a CSV of donations?
Click Import, then Download template — the template is generated for you with the correct headers.
The template comes in the language you work in: Hebrew headers for the Hebrew interface, English for English. Both are accepted in the file.
💡 Saved a template file from last time? Download a fresh one. The donor name is now two columns — Donor first name and Donor last name — and an old file will be rejected.
Fill in the rows and upload. If something is wrong, the message tells you exactly which column is missing, duplicated or unexpected.
For a donation that needs a receipt by transfer or check, fill in four separate bank columns: bank name, bank number, branch number and account number.
Campaign ID is optional — a row without one is recorded for your charity as a past donation. It shows in the table and in the donor's totals, but not on your charity page or in its amount raised. A row with a Campaign ID counts on that campaign.
Note: receipts are ILS-only, and the reference number must be digits only.
Moving your whole donation history? Upload up to 30,000 donations in one file, dated from 01/01/2001. A row with a receipt still needs a date from the past 5 years.
A file import triggers no automations: donors get no email or SMS about old donations.
Error messages come in the interface language you uploaded the file in, with the row number.