Enter the username and password you created when setting up your Engage Account.
Click SIGN IN
The New Gift entry screen appears. Select the appropriate giving option.
Enter amounts in the desired Giving Funds
Set the frequency of the gift. The default is once but may be set to several common frequencies. Open the dropdown to select a different frequency.
Set the date of the gift. This defaults to tomorrow’s date.
Click Continue
Enter Payment information
Click Continue
The member confirmation screen will appear. Enter any special notes regarding the gift in the Gift Memo box.
Click Submit Gift
A final confirmation popup will appear. Click OK. Your gift will begin processing and three dots appearing over the OK button, indicating the process is working.
Once the gift has completed processing, the popup window will change. Click OK
The Gift Summary window will display, providing the details of the gift and offering a Print Receipt option.
Two emails are sent. One, a standard receipt, is emailed to the donor at the email address used or linked to the account.
The second email is sent to a staff email address advising that an online gift has been received or a recurring gift has been established.
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