Your Donations page is the heart of your fundraising efforts on OTS, and we’ve made it simple to customize. Here’s a full walkthrough of how to set up one-time and recurring donations, update values, and manage donor subscriptions.
👟Walkthrough
Accessing the Donations Page
From the navigation, click Donations under the Fundraising menu.
At the top of the page, you’ll see a breakdown of gross donations by type (Monthly, Annual, One-Time). Use the filter to change the time period.
One-Time Donations
Scroll down to the One-Time Donation Setup. By default, you’ll see three values: 5, 10, and 20 (in your local currency).
To change these values, click into a field and type a new number.
Click Save at the bottom of the section to store your updates.
Recurring Donations
Below the one-time section, you’ll see Recurring Donations Setup. Use the toggle to turn recurring donations on or off.
To add a recurring value, type a number into the field and click Add Recurring Donation. You can add up to 9 values.
Each value will be stored as both a Monthly and an Annual option (ex: $10/month or $10/year).
Use Remove to delete any value.
When finished, click Save.
Message to Donors
Use the Message to Donors field to add a short note encouraging supporters to give. This message appears above your donation buttons in the widget and checkout flow.
Click Save Message to confirm.
Recent Donations
At the bottom of the page, you’ll find the Recent Donations table, showing all donations as they come in (one-time and recurring).
Donor View (Show Site & Org Site)
Donors will see your message and donation values on your site.
In the One-Time tab, donors can:
Click on a preset value, or
Enter their own amount.
Then click Continue to proceed to checkout.
In the Recurring tab, donors can:
Select a value,
Choose a payment term (Monthly or Annual),
Click Continue to head to checkout.
Managing Recurring Donations
Donors can manage their own recurring donations through the Patron Portal by clicking:
The link in their confirmation email,
The link at the end of checkout, or
The banner on the Donations page.
Inside the portal, donors can view active donations, payment details, and click Manage Payments to update or cancel.
The external management page includes a Cancel Subscription button to stop future payments.
Admin Management of Recurring Donations
As an admin, you can also manage recurring donations via Patron Management > Contacts.
Search for the donor and click the Recurring Donations tab to see their active gifts.
From here, you can:
Send Management Link – email the donor their portal link.
Cancel Donation – end their subscription on their behalf.
Generate Login Link – access their Patron Portal as an admin.
