Payment operations
Void or refund a donation? Check the payment status first
Choose when to cancel, void, refund, or follow a dispute for a donation payment—then align the gift, receipt, and donor records.
CharityStack· August 12, 2026·4 min read
Fundraising operations
Use a virtual terminal only when staff must complete the gift
Choose when nonprofit staff should use a virtual terminal, send a self-service link, or use a card-present path—and record the assisted gift safely.
CharityStack· August 12, 2026·4 min read
Payment operations
A bank-transfer donation is not complete when it is submitted
Track a pending ACH donation from submission through success, failure, and payout without sending a premature receipt or creating duplicate work.
CharityStack· July 28, 2026·5 min read
Payment operations
When a donor disputes a gift, build the evidence packet first
Use a reason-specific evidence packet to decide whether to accept, contact the donor, or challenge a nonprofit donation chargeback.
CharityStack· July 24, 2026·4 min read
Payment operations
How to reconcile online donations to bank deposits
Match each online gift to its processor transaction, payout, and bank deposit, then resolve the first broken handoff.
CharityStack· July 21, 2026·4 min read
Recurring giving
When a recurring donation fails: a four-state recovery workflow
Use a four-state queue to manage failed recurring donations, automated retries, donor payment updates, and staff follow-up without crossed wires.
CharityStack· July 20, 2026·5 min read