Fundraising | NationBuilder HOWTOs

Basics

Fundraising with NationBuilder

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

Written by Jay Godfrey
Updated over a week ago

Set up NationBuilder Payments

Our integrated payment processing takes only a few minutes to set up and allows you to process donations using the Donation (v2) pages.

Written by Jay Godfrey
Updated over a week ago

NationBuilder Payments' processing fees

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

Written by Lauren Rowse
Updated over a week ago

Accept payments with NationBuilder

Our integrated payment processing takes only a few minutes to set up and allows you to process donations using the Donation (v2) pages.

Written by Jay Godfrey
Updated over a week ago

Create or record an individual donation

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

Written by Jay Godfrey
Updated over a week ago

How payouts work with integrated payment processing

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

Written by Jay Godfrey
Updated over a week ago

Advanced financial features

Charge for memberships

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

Written by Jay Godfrey
Updated over a week ago

Understanding tracking codes

Tracking codes can help identify which transaction is tied to which specific campaign or event within the Finances section.

Written by Jay Godfrey
Updated over a week ago

Create invoices

Save time and reduce paperwork by invoicing online!

Written by Jay Godfrey
Updated over a week ago

Edit, refund or delete invoices

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

Written by Jay Godfrey
Updated over a week ago

Finalizing invoices and viewing invoice history

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

Written by Jay Godfrey
Updated over a week ago

Create an expenditure

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

Written by Jay Godfrey
Updated over a week ago

Finance filter terms listed by category

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

Written by Jay Godfrey
Updated over a week ago

Recurring donations

Payment processors for recurring donations

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

Written by Jay Godfrey
Updated over a week ago

Recurring donation processing

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

Written by Jay Godfrey
Updated over a week ago

Enable annual donations

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

Written by Jay Godfrey
Updated over a week ago

How to manage recurring donations with Authorize.Net, PayPal, or PayPal Payflow Pro

If you're using recurring donations in NationBuilder, each third-party app requires a different process for managing these donations.

Written by Jay Godfrey
Updated over a week ago

Accepting installment payments

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

Written by Jay Godfrey
Updated over a week ago

Manage donations

Donation processing

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

Written by Jay Godfrey
Updated over a week ago

Viewing donations within a profile

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

Written by Jay Godfrey
Updated over a week ago

Donation receipts

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

Written by Jay Godfrey
Updated over a week ago

PCI compliance

Learn more about NationBuilder's PCI compliance.

Written by Jay Godfrey
Updated over a week ago

Supporter portal

What will the supporter portal look like to my supporters?

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

Written by Lauren Rowse
Updated over a week ago

How will my donors and members find 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.

Written by Lauren Rowse
Updated over a week ago

How can I let my members cancel their membership themselves?

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

Written by Flore
Updated over a week ago

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

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

Written by Flore
Updated over a week ago

Configuring third-party payment processors

Connecting a third-party payment processor

A payment processor allows you to accept donations online and process invoice payments.

Written by Jay Godfrey
Updated over a week ago

Create a donation page with a third-party processor

This guide is for the legacy Donation page which uses a third-party payment processor to accept one-time or recurring donations.

Written by Jay Godfrey
Updated over a week ago

How to connect with Authorize.net

Everything you need to know about connecting Authorize.net to your nation.

Written by Jay Godfrey
Updated over a week ago

How to connect with PayPal

Everything you need to know about connecting PayPal to your nation - 📌 Note: Connecting to PayPal is not available on new nations.

Written by Jay Godfrey
Updated over a week ago

How to connect with PayPal Payflow Pro

PayPal Payflow Pro is ideal for organizations that handle moderate to large number of transactions.

Written by Jay Godfrey
Updated over a week ago

Set up client side encryption for eWay rapid

eWay rapid customers are required to use eWay's client side encryption with NationBuilder.

Written by Jay Godfrey
Updated over a week ago

How to connect with Democracy Engine

You can sign up for Democracy Engine directly from your nation’s control panel.

Written by Jay Godfrey
Updated over a week ago

Mobile/Express payment options

Express payment options

Allow donors to pay via Apple Pay, Google Pay, and browser-saved payment methods on Donation (v2) pages

Written by Lauren Rowse
Updated over a week ago

How to update a customized theme to support express payment options

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

Written by Lauren Rowse
Updated over a week ago

How to update a theme to support express payment options

Add code to your custom theme to support express payment options on default Donation (v2) pages

Written by Lauren Rowse
Updated over a week ago

How to update a page template to support express payment options

Customize your Donation (v2) page template to support express payment options

Written by Lauren Rowse
Updated over a week ago