Help Center / Search

Search results for “set up giving”

12 articles

Every Way to Access Your Giving Info
Donor Portal
Email receipts, year-end statements, manage-links, the Donor Portal, or asking the org — every path to your giving info.
Exporting Your Giving from Fellowship One
Imports
…(Core Giving Records v3.0). Under Return Giving Records, set: Based on this date: Received Date Week starts on: Sunday Occurring within this Date Range: Custom Date Range Occurring after this time,…
Exporting Your Giving from ACS
Imports
…In the Gift Detail Listing panel below, change the search setting to Use Report Setting for Search Results. (The default, Always Use Last Search Results, will pull whatever you last searched instead…
Exporting Your Giving from Church Community Builder
Imports
…→ Transactions and open the Transaction Detail report. Set Category of Accounts to All Categories. Choose the date range you want to export. Set the output format to CSV. Run the report and download…
The Built-In Signals and Tuning Them
Signals
Studio ships with signals for attendance gaps, lapsed giving, dropped groups, and more. Adjust thresholds and severity in Settings.
Importing Recurring Gifts
Imports
Carry active giving schedules over from your old platform so donors resume in one tap instead of setting them up again.
Turning On Connected AI for Your Workspace
Connected AI
Owners and admins turn on AI connections, choose whether apps may make changes, set who approves, and decide which private data AI apps may see.
Money and Your AI: View Only
Connected AI
Your AI can read giving, invoices, transactions and campaign totals if your role can. It never charges, refunds, edits or deletes money.
Studio: The Complete Platform Guide
Getting Started
The complete map of Studio. Every module the platform ships — CRM, giving, events, scheduling, communication, facilities, and more — with a plain-English summary of what each one does.
Putting Studio content on your own website
Embeds & Shortcodes
Show your events, groups, forms, and giving on a website you run elsewhere — by iframe, WordPress shortcode, or calendar subscription.
Processing fees, explained
Settings
How Studio and Stripe split fees on every transaction — fees vary by your subscription plan.
Understanding Processing Fees
Stripe & Payments
What every payment through Studio costs: the payment processor's fee, Studio's platform fee set by your plan, how it works on Authorize.net or QuickBooks, and letting donors cover the fees.
22 more articles mention “set up giving” in passing
Stripe Won't Connect: Common Problems and Fixes
Stripe & Payments
…This is Stripe's rule, not a Studio limitation, and no setting on either side changes it. When a Stripe account is created by a platform — Squarespace, Wix, Shopify, a giving provider, a church…
Choosing How You Take Payments: Stripe, Authorize.net or QuickBooks
Stripe & Payments
…run your money. You can switch later, and nothing you set up is lost when you do. The three options Stripe. The fullest option: cards, bank payments (ACH), Apple Pay and Google Pay, with payouts to…
Your profile: one account for everything
Getting Started
…profile picture. That means you only have to remember one set of credentials, and any update to your name, photo or preferences shows up everywhere automatically. Opening My Profile Click your…
Everything Your AI Can Do in Studio
Connected AI
…into Newsletter. (waits for approval) Forms Forms, fields, settings, entries and spam review. How many signed up for VBS? (looks up) Show me the latest form entries. (looks up) Make a VBS sign-up…
How Churches & Nonprofits Use Studio for Donations
Donations
…(role, team size, org name, services, how you heard) Go to Settings → Payments → Connect Stripe Either reuse your existing Stripe account (if you've used it with Eventbrite, QuickBooks, etc.) or…
Mapping Columns to Studio Fields
Imports
…than its name. Read every one of these. A column you set yourself carries no badge, because it is your answer rather than Studio's. Saved Setups When an import finishes, Studio quietly remembers the…
What is Rally?
Rally
…belongs in the Giving module. Getting started You don't set up payments to start. Create the rally, share it, and collect. You only provide bank and ID details when you go to withdraw — see Getting…
What is the Sponsorships module?
Sponsorships
…emails around birthdays and anniversaries, sent a set number of days ahead. Embeds — put your sponsoree list on your own website. Why the letters are mediated When one party is a child, unmediated…
Exporting Your Customers, Vendors and Invoices from QuickBooks
Imports
…with the Product/Service and Amount columns switched on. Set the date range to cover everything you want to keep, not just this year. Export to Excel and import as Invoices. Studio's invoices import…
Stripe Tax Forms and Your 1099-K
Stripe & Payments
…several times in recent years, and a number of states set their own lower thresholds regardless of the federal number. Rather than plan around a figure that may have changed, check Stripe's current…
Stripe's nonprofit rate (2.2% + 30¢)
Stripe & Payments
…rate you are on Sign in to your Stripe Dashboard. Go to Settings → Plans and fees, on the Plans tab, and read the Payments row. It is not in the Business section — that only holds your entity…
What Payment Processors Does Studio Support?
Payments & Processors
…touch card data See Connecting Your Stripe Account to set it up. Paying for Your Studio Subscription You pay for your Studio plan (Starter / Pro / Business) with a credit or debit card. Enter your…
Why Churches & Nonprofits Choose Studio
Getting Started
…can have its own space with its own clients, projects, and settings Shared donors / unified donation reporting across campuses if you want it Workspace-level permissions — campus pastor only sees…
Platform Fees Explained — What You Pay and Why
Payments & Processors
…(if approved): 2.2% + $0.30 on cards — check yours under Settings → Plans and fees in Stripe, and apply through Stripe's request form. See Stripe's nonprofit rate. Studio Platform Fee Studio's fee…
The Review Step: Checking Your File Before Anything Is Written
Imports
…brings the row in separately and stops asking. You can set a whole group at once, and a donor with two hundred gifts is one decision rather than two hundred. Where more than one existing person…
Rows That Were Skipped: Reading the Error Report
Imports
…its own, and the ones that could not be landed safely are set aside with a reason rather than guessed at. Getting the Report Open the import from Imports and use Download error report. You get a CSV…
Your Stripe Dashboard: What You Do There vs. in Studio
Stripe & Payments
…in Stripe Change your payout schedule or bank account — Settings → Payouts. Daily, weekly, or monthly instead of the rolling default. See your balance and upcoming payouts — Balance. This is where…
Person Categories
People
…you start with Your workspace was seeded with a category set that fits your org type. You can rename, recolor, archive, or add new ones at any time. Church & ministry: Member, Visitor, Volunteer,…
Updates, occasions, and managing sponsorships
Sponsorships
…a difference". Occasions Go to Sponsorships → Occasions to set up emails tied to dates — a birthday, a sponsorship anniversary. Set the subject, the message, and how many days ahead to send, so a…
Disputes and Chargebacks: What to Do
Stripe & Payments
…doesn't associate with you, you've created the problem. Set it under public details. Publish a real support email and phone number. People call their bank when they can't reach you. Send receipts…
Studio Plans & Pricing
Billing
…You can switch between monthly and yearly at any time from Settings → Billing.
Signing In and Creating Your Account
Donor Portal
…a new account is created: A supporter portal account is set up under the email you typed. If you've given before, registered for an event, bought a ticket, or paid an invoice with the same email,…