NationBuilder

Help your supporters donate to you quickly and easily.

Create a QR Code for your donation page

Use filters to organize and understand your transactions and donors, driving tailored communication.

Getting started with fundraising filters

NationBuilder will end support for third-party payment processors, requiring a switch to NationBuilder Payments for donation processing.

Third-party payment processor deprecation

Learn about how to use soft credits to track financial giving influence

Attribute soft credits

Read through the definition of donation statuses in this document.

Understanding donation statuses

Understanding Finances statistics

Learn how to create a donation page, create individual fundraising pages, and accept recurring donations.

Fundraising

You can keep track of all donations received by your organization using your NationBuilder database.

Fundraising with NationBuilder

Learn how to manually enter and track offline or credit card contributions through the control panel

Create or record an individual donation

Payouts to your bank account are extremely important. Learn when you can expect to receive them, change the payout schedule, and more!

How payouts work with integrated payment processing

Basics

Canadian political orgs have a different process when setting up Payments. Here's what you need to know.

NationBuilder Payments: Creating an account for a Canadian political organization

This guide is for setting up a payment processor for accepted currencies that are NOT for the currencies: USD, AUD, CAD, GBP, EUR, or NZD.

How to: Connect your NationBuilder Payments Account (for other currencies)

Table of fees that will be assessed on transactions processed through your NationBuilder Payments processor

NationBuilder Payments' processing fees

Implementing a new payment processor can seem daunting. We’ve aggregated some considerations & best practices to help simplify it for you.

NationBuilder Payments FAQ

Most common questions about what to do once you've migrated to  NationBuilder's payment processor

Migrating to NationBuilder Payments

Configure your NationBuilder Payments Donation v2 page to collect donations only over a certain amount!

How to set a minimum donation amount on a Donation v2 page

Add up to 24 team members with unique email addresses and mobile phone number for 2FA log in within the Stripe Dashboard.

NationBuilder Payments: Adding multiple team members in Stripe

Table of minimum payment amounts that are accepted through NationBuilder Payments

NationBuilder Payments' minimum amounts

How to accept direct debit (BACS) payments through your GBP NationBuilder payment processor

How to accept direct debit payments

Everything you need to know to take in and process donations.

NationBuilder Payments

Paid membership is a powerful way to create community ownership of an organization.

Charge for memberships

Save time and reduce paperwork by invoicing online!

Create invoices

Once an invoice is created, you can add items, print the invoice, enter a payment, or send the invoice to your customer. 

Edit, refund or delete invoices

By finalizing invoices, you prevent your historical financial data from changing.

Finalizing invoices and viewing invoice history

An expenditure is a payment or disbursement. There are a couple of different ways to add an expenditure in NationBuilder.

Create an expenditure

You have the ability to filter for transactions in the Finances area of your control panel. 

Finance filter terms listed by category

In this article we show you the most commonly used fundraising filters that you can use to measure the success of your fundraising programs.

Commonly Used Fundraising Filters

Advanced financial features

Overview of donor experience with native and third-party payment processors that support recurring donations.

Payment processors for recurring donations

Understand the nuts-and-bolts of how recurring payment plans are processed-by and managed-in NationBuilder

Recurring donation processing

This HOWTO will walk you through how to accept annual donations.

Enable annual donations

Installment payments allow donors to give your nation a finite amount of money during a finite period of time.

Accepting installment payments

Explore how to seamlessly transition your recurring donations from third-party payment processors to NationBuilder Payments.

Recurring Donation  Migration Support Guide

Recurring donations

Understand the lifecycle of a payment transaction in NationBuilder — what happens after a donor enters their payment details and hits "submit"?

Donation processing

Every time a donor's credit card is charged, a payment transaction is created. In your nation, each charge creates a donation listing.

Viewing donations within a profile

When a supporter makes a donation, a donation receipt is created. You can access these receipts from a supporter's profile.

Donation receipts

Learn more about NationBuilder's PCI compliance.

PCI compliance

Upgrade your Donation (v2) pages to support all available payment methods, donation frequencies, and more.

Donation page upgrade instructions

Use this upgrade kit to modernize your Bootstrap v4 donation page

Donation v2 page upgrade kit | Bootstrap v4

Manage donations

See what your supporters will see when they visit your portal and what information you have control over displaying

What will the supporter portal look like to my supporters?

Create a transparent experience for your donors and members with email notifications reminding them of their upcoming and failed payments

What email notifications are available with the supporter portal?

Find out where the portal is visible to your supporters by default, and how to make it easier for more people to discover it.

How will my donors and members find the supporter portal?

With our supporter portal members can update their memberships themselves without your team having to change anything for them.

How can I let my members cancel their membership themselves?

Give your donors the power to change their recurring donation with our supporter portal

How can I let my donors change their recurring donations themselves?

Supporter portal

Allow donors to pay via Apple Pay, Google Pay, and more on Donation (v2) pages

Express payment options

Update your custom theme or customized Donation (v2) page to support express payment options

How to update a customized theme to support express payment options

Mobile/Express payment options

Demos & webinars

Courses

Website themes

API documentation

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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