How To Adjust Transaction Fees in Giving

Giving provides multiple options for handling processing fees, allowing your organization to choose the best approach for covering transaction costs.

Step-by-Step Guide to Adjusting Transaction Fees

1. Navigate to the Configuration Tab

In your Organizational Dashboard, click on Configuration in the top-right corner.
In the left-hand menu, select Processing Fees.

2. Choose a Processing Fee Option

You will see three available options for handling transaction fees:

Pay All Processing Fees – Your organization covers all transaction fees, ensuring donors only pay their intended gift amount.
Offer Donors the Option to Cover Fees (Recommended) – Donors are given the choice to add processing fees to their total donation amount.
Pass Processing Fees to Donors – The full processing fee is added to each donation, requiring donors to cover the extra cost.

3. Select and Save Your Preference

Click on the radio button next to the option you want to activate.
Click Save to apply the changes.

How Processing Fees Appear on the Donation Page

If the option to offer donors the choice to cover processing fees is enabled, donors will see an opt-in checkbox when entering their donation amount.
The system will automatically calculate the processing fee based on the payment method:
- Credit/Debit Cards – Higher processing fee percentage.
- ACH Bank Transfers – Lower processing fee percentage.
If the donor switches between card and ACH, the processing fee amount will update accordingly.

Best Practices for Processing Fees

✅ Recommend giving donors the choice – Most organizations find that donors are willing to cover fees when given the option.
✅ Be transparent – Clearly communicate how processing fees work to avoid confusion.
✅ Regularly review fee settings – Adjust based on donor feedback and financial strategy.