You can use our Offline Donations feature to:

  • Add donations you’ve received outside of CrowdChange to your Total Amount Raised and Donor List

  • Pay a donation on behalf of a donor, with them receiving a Tax Receipt in their name

  • Facilitate Pledging and send donors a direct Payment link via Email or SMS

To add an Offline Donation, follow these steps, or check out the video below:

  1. Go to the fundraising page you would like to add the donation to.

  2. Click Advanced > Offline Donations

  3. Click Add Donation and fill out the required fields. Please note the following:

    1. If you would like to send a payment link via SMS instead of email, leave the ‘Send link…’ checkbox underneath ‘Email’ unchecked. Once the donation has been added, you will be able to click Share Payment Link and send to your desired Phone Number.

    2. If you select ‘This is a Lump Sum Donation’, you will not be required to enter any Billing Information, and no Tax Receipt will be issued.

    3. If you select Mark as Received, the donation will be confirmed and added to CrowdChange Donations Reports. This will be done automatically if online payment is received.

  4. Once you have added the information as desired, click Save at the bottom of the page.

Offline Donations will only appear in our Donations Reports once they have been paid/received.

However, Offline Donations will be included in Total Raised bar amounts while in Pending.

Non-admin users will not have the capability to select Mark As Received.

If desired, you can send donors a Payment Link for them to pay a pending donation themselves. Just click on the donation you would like them to pay and select Email Payment Link. See video below:

To make a donation on behalf of someone else

  1. Go to the fundraising page you would like to add the donation to.

  2. Click Advanced > Offline Donations

  3. Click Add Donation and enter the donor’s details. Select Credit Card as Payment Method.

  4. Once you have added the information, click Save at the bottom of the page.

  5. Click Pay Now to pay for the donation. Enter your own Credit Card & Billing info. The tax receipt will still be issued to the donor’s name and address.

To issue a tax receipt after an offline donation has been entered

  1. Go to Advanced > Offline Donations

  2. Find the donation you would like to issue a Tax Receipt for and click the triple dot icon:

  3. Click Issue Tax Receipt

  4. Fill out all necessary information and click Issue

This will only be an option for donations that have been Marked as Received.

If you want to re-issue a tax receipt for an offline donation, follow the same steps, but you will select Re-Issue Tax Receipt instead.