The Giving area allows a user to view or print their giving history. (This information pulls from the ELEXIO Database People > Contributions screen). In addition, using the provided check-box, they can opt out of receiving mailed giving statements (paperless). Last, if Online Giving is enabled, they can donate online as well as setup/manage recurring donations. NOTE: Online Giving requires SSL security be enabled.
More on setting up Online Giving
Beneath Giving History, a user will be able to see any active pledges tied to their account and how much they have given during the pledge period. (This information pulls from People > Contributions > Pledges). Once a pledge period has passed, a pledge will still display in the Portal for three months.
More on Managing Pledges
You can manage the designated funds that display in Portal to donate towards. In the Database, navigate to Administration > Codes > Funds.
For each fund, use the "Publish Online" check box to control display in the Designated Fund box.
All online donations are automatically recorded on the individual's Contribution's screen. (No donations data entry work is required!)
More on Managing Funds
Make Giving Easy to Find
When a website visitor wants give online, they may not think to look in a 'My Account' section of your website. Therefore, we often recommend you create two menu items or links to separate Portal pages on your site; one for online giving and the other for the remaining areas of Portal.
As usual, link the "My Account" or similarly titled menu item to a page that shows all the areas of Portal, including giving. Link the "Online Giving" menu item to a separate page that only shows the Portal giving section. (For Elexio Website owners, you can set which section appears using the Portal block controls. Non-Elexio Website owners will need to accomplish the above by modifying the Portal embed code. Instructions to do so can be found at Setting up and Using Portal under the "Option 1: Integrate Portal into your existing website" heading).