Créer des dons et des campagnes

Add a donation page to this site for [YOUR ORGANISATION].

Offer these giving tiers, and for each one say what it actually does: [YOUR TIERS AND WHAT EACH BUYS, e.g. 18 covers a week of meals for one family]. Also allow any other amount.

Use only figures I give you. Do not invent, estimate or round what a gift buys — these are claims about my work and they have to be true.

Offer one-time and monthly giving as a clear choice. [IF I WANT TO ENCOURAGE MONTHLY: preselect monthly and show what a monthly gift sustains, with one-time still one click away.]

Show my registered identity where a donor will see it before giving: [LEGAL NAME, REGISTRATION OR CHARITY NUMBER, ADDRESS].

State honestly that payment processing fees apply, at roughly [YOUR PROVIDER'S RATE], and that no platform percentage is taken on top. [IF I WANT TO OFFER IT: let the donor add the processing fee to their gift, as an option that is off by default.]

Do not write any claim about tax deductibility anywhere on this page. I will supply that wording after my own advisor has checked it.

Keep the page calm and specific. No countdown pressure, no guilt, no stock photography of people in distress, and no images of beneficiaries I have not supplied with permission.

Do not build payment yet.

Add payment to the donation page.

Send the donor to [YOUR PAYMENT PROVIDER]'s own secure hosted page. Never collect, display or store card details on my site, in my database, or in any email — no exceptions, and no "just the last four" stored anywhere I did not ask for.

For monthly giving, use the payment provider's own recurring subscription handling. Do not build a schedule that charges a stored card yourself.

Record a donation only when the provider confirms the payment, not when the donor returns to my site.

Give every recurring donor a link, included in every email they receive from me, where they can change their amount, pause, or cancel entirely — in one step, immediately, with no login I have to create, no reason required, and no attempt to talk them out of it. A cancellation must take effect at the provider too, not only in my records.

Handle a failed recurring payment gracefully: notify the donor once, let the provider retry as it normally does, and notify me if it ultimately fails. Do not send a series of increasingly urgent messages to someone whose card expired.

Tell me exactly what to set up with the provider and what changes between test and live.

Do not build receipts yet.

Add donation acknowledgements.

The moment a gift is confirmed, email the donor a thank-you: the amount, the date, whether it was one-time or monthly, my registered name, registration number and address, and a warm line in my own words rather than a form letter.

Draft a separate receipt section with the wording my country requires for donation receipts, and mark it clearly in my owner screen as a draft for review. Do not present it as correct, and do not state or imply that a gift is tax deductible anywhere — that is a legal claim that depends on my status and my donor's, and my advisor decides the wording.

Let me edit that receipt wording myself once it has been checked, and apply it to future receipts.

Give me a way to send an annual summary of a donor's giving for the year, on my instruction rather than automatically.

[IF I WANT A FOLLOW-UP: one warm message after [YOUR INTERVAL] with a real story about the work, which I write. Not a second ask.]

Send through a proper email delivery service so receipts actually arrive, and tell me what to set up.

Keep everything from the previous steps working exactly as it is.

Add campaigns to my donation setup.

Let me create a campaign with a name, what it is for, a goal amount, a deadline, and its own page with its own giving link.

The progress bar must show only money actually received for that campaign. Do not include pledges, promises, matched funding that has not arrived, or any starting figure I have not actually been given. Show the real total and the number of donors.

On the page, before anyone gives, state what happens if the goal is not reached and what happens if it is exceeded: [YOUR POLICY]. Do not let me publish a campaign without that stated.

Money given to a campaign is recorded against that campaign, and I can see each campaign's total separately from general giving, so that gifts given for a purpose can be shown to have gone to it.

[IF I WANT UPDATES: let me post short updates on the campaign page, and email them to that campaign's donors only.]

When the deadline passes, the page stays up showing the final result rather than disappearing, and stops accepting gifts unless I extend it.

[IF I LIST DONORS: only with their explicit permission given at the time of giving, with an anonymous option, and never showing amounts unless they chose to.]

Keep general giving working exactly as it is.

Add a private donor view to my owner screen.

Show each donor with their name, contact details, giving history with dates and amounts, whether they give monthly, which campaigns they have supported, and any note I add.

Show me the lists I would act on: active monthly donors, recurring gifts that failed recently, donors who gave last year and not this year, and first-time donors from the last month.

Show me totals by month and by campaign, one-time against recurring.

Store nothing beyond what stewardship needs. No wealth estimates, no scoring, no profiling, no data bought or inferred from anywhere else. If I later want to record something sensitive about a supporter, that belongs in a system built for it with a policy behind it, not here.

Let a donor ask to be removed, and let me remove them completely in one action while keeping the anonymous financial record my accounts require.

Let me export everything, so the donor list is always mine.

Only I and [MY TEAM, IF ANY] can reach this. Protect it properly rather than hiding the address.

Keep everything from the previous steps working exactly as it is.