Frequently Asked Questions
Answers for donors and nonprofit admins using Infaque.
132 questions
For people who give, buy tickets, pledge, or manage their giving account.
About giving on this platform
3What is this fundraising platform?
This platform (powered by Infaque) helps nonprofits raise funds online. You can:
Each nonprofit has its own branded site, forms, and settings. What you see depends on how that organization configured their account.
Who receives my donation?
Your gift goes to the nonprofit whose page or form you used. Payment is processed through their connected providers (such as Stripe or PayPal). Tips or “cover processing fee” amounts follow that organization’s fee settings if you opt in.
Is this the same as giving on the nonprofit’s old website?
Often their donate button, QR code, or embed opens this platform’s donation form. The look may differ, but the gift is still for that organization. Check for their logo, name, and support email on the form.
Account, sign-in & profile
9Do I need an account to donate?
No, not usually. Most forms let you give as a guest with name, email, and payment details.
An account is useful if you want to:
After buying event tickets as a guest, you may be invited to finish sign-in with an email link so you can access tickets later.
How do I create an account or sign in?
On the login page you typically have three options (availability can vary):
The page title usually looks like: “Access your {Organization Name} account.”
What’s the difference between a magic link and a password?
You can usually switch between both methods on the login screens.
I didn’t get my magic link / sign-in email. What should I do?
How do I reset a forgotten password?
On the email/password login screen, click Forgot password?. Enter your email and follow the link to set a new password. If you only used magic links or Google, you may not have a password — use those methods instead, or set one via the reset flow if offered.
Common sign-in errors — what do they mean?
How do I update my personal profile?
Sign in → Settings. Update your donor profile details. For name or address on tax receipts, use the link on the Tax Receipts page.
How do I log out?
Open the donor sidebar/menu and choose Logout. On shared devices, always log out when finished.
Can I use the same email for donations and login?
Yes — and you should. One email keeps contributions, receipts, tickets, and subscriptions under the same account. If you donated with a different email, sign in with that email or ask the organization to merge your records.
Finding where to give
4How do I find active campaigns or causes?
Depending on the site you may see:
Use links from emails, social posts, QR codes, or their website’s donate button.
What’s the difference between a cause, a campaign, and a donation form?
Exact names (“Cause,” “Project,” “Campaign”) may be customized by the organization.
Can I donate from a QR code or an embed on another website?
Yes. QR codes and embeds open the same donation experience (sometimes without the site header). Complete the steps as usual. UTM tracking in the URL helps the organization know which channel brought you — it doesn’t change your payment.
Can I donate on my phone?
Yes. Forms work on mobile and desktop. Apple Pay / Google Pay may appear on supported devices when the organization uses Stripe wallets.
Making a donation
14How do I make a one-time donation?
Typical steps:
Some forms use a shorter Donation → Payment flow.
What information will I be asked for?
Depends on the form. Common fields:
Required fields are marked; you can’t proceed until they’re filled.
What donation amounts can I choose?
Organizations set suggested amounts (sometimes with impact statements). You can usually enter a custom amount. There is often a minimum donation (exact amount set by the organization). If you’re under the minimum, you’ll see a warning.
What does “Cover processing fee” mean?
Payment processors charge fees. Many forms show an optional checkbox like: “I will cover processing fee of {amount}.” If you check it, that amount is added so more of your gift can reach the nonprofit. This is optional unless the organization configures otherwise. On recurring gifts it may appear as Platform Charges.
What is “Convert to monthly” or “Donate monthly” after a one-time gift?
Some forms invite you to give monthly instead of once. You’ll see buttons like Donate monthly and Keep One-Time. Choosing monthly starts a recurring subscription.
Can I give in a different currency?
If multi-currency is enabled, you can select another currency. The system converts using current rates into the organization’s base currency. The amount you authorize is based on that conversion at donation time.
What payment methods are available?
Depends on the organization. You may see:
If a method doesn’t appear, that organization hasn’t enabled it.
Is my card information safe?
Yes. Card and wallet payments are handled by established processors (e.g. Stripe, PayPal). Never send full card numbers by email to staff.
Will I get a receipt or confirmation email?
Yes in most cases:
Email may take up to 30 minutes — check spam/junk if you don’t see it. You can often request a tax receipt on the confirmation screen and update receipt details after giving.
What can I do on the thank-you / confirmation screen?
Depending on settings, you may:
My payment failed. What should I do?
I started a donation but didn’t finish. Was I charged?
No. You’re charged only after a successful payment. The organization may send an abandoned donation reminder — that is not a charge.
Can I donate anonymously?
On pledge forms there is often a Pledge anonymously option (name hidden on public pages and live screens). For standard donations, public recognition depends on the organization. Your identity is still stored for processing, receipts, and records. Contact them if you need public recognition withheld.
Can I dedicate a gift in someone’s honor or memory?
Yes, when the tribute section is enabled. Choose Honor of or Memory of, enter a name, and optionally send a notifying email with a personal message.
Can I donate on behalf of a business?
Yes, when the business option is shown. Enter the business name so records and receipts can reflect the organization.
Monthly giving
5How does monthly giving work?
When you choose Monthly (or convert from one-time):
Where do I see my monthly subscription?
Sign in → Contributions → Contribution Settings. If active, you’ll see the subscribed fundraiser(s) and payment summary.
How do I change my monthly amount or tip?
In Contribution Settings, use Edit (when available) to adjust amount/tip, then save. You should receive an update email. If Edit isn’t available, contact the organization.
How do I cancel my monthly donation?
Past billing history remains available for your records.
What if I can’t find Cancel Subscription?
Daily giving
4What is daily giving?
Daily giving (when enabled) lets you schedule gifts that run every day between a start and end date (and optionally a specific time). On the form you may see Donate daily, start/end dates, and a scheduled contribution summary.
How is daily giving different from monthly?
How do I cancel daily giving?
Sign in → Contributions → Contribution Settings → Cancel Daily Giving Subscription. Confirm the dialog. Success message: “Your daily giving subscription has been cancelled successfully.”
Will I get emails about daily giving?
Yes — organizations can send daily subscription and cancel daily subscription emails when those events occur.
Tax receipts
6Will I receive an official tax receipt?
Only if:
Rules differ by country. When unsure, contact the organization.
Where do I find and download my tax receipts?
Sign in → Tax Receipts. You’ll see name, total amount, eligible amount, contribution date, and address. Types may include Donation Contribution and Event Contribution. Use Download when ready, or Create Tax Receipt when allowed for eligible gifts.
What fiscal year do receipts use?
Receipts follow the organization’s fiscal year settings (helper text often references January 1–December 31, but the org can configure a different range). Follow what’s shown on your receipts page and PDF.
How do I fix a wrong name or address on a receipt?
On Tax Receipts, use the prompt to update your name or address, then regenerate/download. If a receipt was already issued incorrectly, contact the organization for an updated receipt.
Why don’t I see any receipts?
Common reasons:
Can the charity send me one combined (bulk) receipt?
Yes. Admins can issue bulk contribution receipts for eligible donors. Ask the organization if they provide annual or bulk receipts.
Your contributions dashboard
3What will I see on my donor dashboard?
After sign-in, the Dashboard typically summarizes giving by cause/project, shows event tickets, and lists recent activity.
How do I browse my contribution history?
Go to Contributions. You can often filter by:
You may select contributions and use Edit Receipt or Download Receipt when available.
What if I have no contributions yet?
You’ll see an empty-state message. Use Donate / the organization’s donate link to make your first gift.
Events & tickets
6How do I find and register for an event?
Open Events, choose an event (upcoming/completed, online/onsite filters may apply), read the event page, then start ticket purchase.
How does ticket purchase work?
What can I do after buying tickets?
You may request a detailed receipt, enter business details, update your guest list, and leave feedback. Keep your confirmation email for entry. Organizers can verify tickets at the door.
Where do I see my tickets later?
Sign in → Dashboard (tickets card) and/or ticket confirmation. Also check your event ticket confirmation email.
Can I get a refund for tickets?
Refund policies are set by the organizing nonprofit. Contact them with your order email, event name, and purchase date.
What if I abandon ticket checkout?
You won’t be charged. The organization may send an abandoned event reminder email.
Pledges
3What is a pledge?
A pledge is a promise to donate (amount + date), often used during campaigns or live fundraising. You submit now; the organization may remind you later to complete payment.
How do I submit a pledge?
Open the pledge form link. Typically enter:
You’ll see a thank-you confirming the amount and date, and that they’ll remind you to complete your donation. Status stays pending until paid or refused.
Will I get pledge reminders?
Yes — organizations can send pledge reminder emails. Complete payment using the link or instructions they provide.
Live fundraising
2What is a live fundraiser page?
A public page used during galas, telethons, or streamed events to show progress in real time — goal, totals, optional leaderboard, recent activity, and QR code. You may tap Donate or Pledge (pledge only if the organizer linked a pledge group).
Does my name appear on the live leaderboard?
If you donate or pledge with your name visible, you may appear on public/live displays. Use anonymous pledge options when available, or ask the organizer about recognition preferences.
Donor troubleshooting
4I donated but don’t see it in Contributions.
I was charged twice.
Contact the organization immediately with timestamps and amounts. Check whether one charge is a tip/fee vs the gift, or a monthly charge plus a one-time gift.
Can I change which campaign a past gift went to?
Donors generally cannot reassign past gifts themselves. Ask the organization — admins can update details in some cases.
The page looks broken or won’t load payment fields.
Try another browser, disable aggressive ad blockers for the payment domain, allow cookies, and update the browser. On mobile, try the default browser. Report the issue with device/browser details if it continues.
Getting started, roles & access
6What is the admin portal for?
Your control center for digital fundraising: branding, causes/campaigns, donation forms, events, pledges, live fundraisers, contacts, transactions, emails, receipts, payments, embeds, tracking, reports, and staff access — according to your subscription and feature flags.
What user roles are available?
Sidebar items also depend on feature permissions — a feature can be on or locked.
How do I invite a team member?
All admins / Manage admins → invite by email → assign a role → set notification preferences (e.g. payment failure alerts, POS access) → they complete sign-in via the auth email/link. You can also review Audit Logs on the admins area.
Why do some menu items show a lock?
They are not enabled on your current kit. Contact Infaque / a system admin, or open Locked features. System admins manage toggles under Admin features.
How is our organization isolated from others?
Each nonprofit runs as a tenant. Your branding, donors, campaigns, forms, payments, and data are not shared with other nonprofits’ admin views.
How do we report a platform bug?
Use Report an issue (captures screenshot, route, and app state) or contact Infaque support.
Branding & organization settings
4Where do we set logos and brand colors?
Web branding: upload logos (web, mobile, favicon, sign-in, public header); set primary/secondary colors, button font color, and social links.
Where do we set the organization name, support email, and legal pages?
Web basic info / Account info:
Can we rename “Causes,” “Projects,” or “Campaigns”?
Yes. Configure display labels in Account / basic web info.
What is the Media Library?
A central place to upload and reuse images for campaigns, forms, emails, and pages.
Payments, fees & processors
7Which payment processors can we use?
When enabled for your tenant:
How do we connect Stripe?
Use Stripe Connect onboarding: create/connect an Express account, complete Stripe’s steps, and wait until status is active. Without a completed Connect account, card checkout will not work reliably.
How do we connect PayPal?
Enter PayPal credentials in Account / basic info and ensure the PayPal feature is enabled. Test a small donation before go-live.
How do tips and “cover processing fee” work?
In tenant/fee configuration you control tipping and fee behavior. On each donation form template, set the donor-facing checkbox copy (default: “I will cover processing fee of”). Donors opt in on the form; the amount appears in checkout and as platform charges on subscription summaries.
How do we process Interac e-Transfers?
How does platform billing for our Infaque subscription work?
Platform monthly billing is separate from donor gifts. Contact Infaque for invoice questions.
What should we do when a donor’s recurring payment fails?
Causes, campaigns & publishing
4How should we structure causes vs campaigns?
Assign forms so gifts land in the right place.
How do I create a campaign?
Campaigns → Create (or continue a draft). Sections typically include:
Campaigns may also include impact statements, milestones, fund allocation, metrics, share URLs, email options, and offline transaction upload. Save drafts anytime; preview before publishing.
Can we upload offline gifts against a campaign?
Yes — via campaign upload tools and/or Upload XLSX, then monitor transfer status.
How do we share a campaign?
Use the public campaign URL, Website links, short links, QR codes, UTM-tagged links from UTM builder, and email/social outreach.
Donation form templates
7What is a donation form template?
A reusable configuration for donor checkout: amounts, frequencies, visible fields, tip copy, languages, confirmation screen, and linked causes/campaigns. Manage under Donation templates; preview with donation preview.
What can we configure on a form?
Which languages can forms support?
English, Arabic (RTL), Spanish, French, and Urdu (RTL). Translate placeholders and buttons per language.
What frequencies can donors choose?
How do we set a minimum donation?
In form configuration set minimum donation amount. Donors see a warning if they enter less.
How do we assign a form to a cause or campaign?
In template settings, link the relevant causes/campaigns and set the template as active/default.
Can we customize the post-donation confirmation?
Yes — under the Confirmation tab of the form (and similar controls for events).
Events (admin)
5How do I create an event?
Events → Create / Draft / Edit: cover, dates, location, timezone, ticket types/packages, early-bird rules, fundraising options, coupons, point of contact, context content, and confirmation screen. Track upcoming vs completed in All events.
How do coupons work for tickets?
Create/enable coupons with discount percentage and matching name. Donors apply codes at checkout. Free/zero totals after discount can skip card collection.
How do we check in attendees?
Use ticket verification flows with ticket, event, and user identifiers. Train door staff before the event.
Can we issue complimentary tickets?
Admin event tools support generating free tickets for guests/staff where available.
What emails do ticket buyers get?
Event ticket confirmation. Abandoned checkouts can trigger Abandoned event emails. Customize under system-generated email templates.
Pledges & live fundraise (admin)
3How do pledge groups work?
Pledges → Create pledge group, link to a fundraiser/event, manage pledgees, share the public pledge form. Metrics: paid / pending / refused. Send pledge reminder emails for follow-up.
What should we tell donors about pledges vs donations?
A pledge is a commitment; payment may happen later. A donation is paid immediately (or on a subscription schedule). Live events often offer both.
How do we run a Live Fundraise screen?
Live fundraise → Create: name, link campaign and/or pledge group, tagline, goal amount, toggles for leaderboard, recent activity, QR code, thermometer styling. Display the public live URL on venue screens. Viewers use Donate or Pledge from the intermediary page when configured.
Contacts, donors & imports
5Where is our CRM / contact database?
Contact database: searchable table, column preferences, saved filters, tags, and email-from-insights actions. Use Donor lookup for a 360° profile: Profile & activities, Transaction history, System Emails, Connected Emails.
How do we merge duplicate donors?
Merge records: choose primary vs secondary carefully (email/UID). Merging consolidates history — train staff before bulk merges. Upload workflows also include duplicate review for XLSX imports.
How do we import contacts or offline transactions?
Upload XLSX data → monitor transfer status → review details. Transaction uploads can include options for creating/sending tax receipts. Fix mapping errors before re-uploading.
Can we search donors with natural language?
Where semantic search / AI is enabled, yes. Otherwise use filters and autocomplete.
What are donor tiers / pyramids?
Tier tools exist for segmenting donors. Confirm the feature is enabled and understood before relying on it operationally.
Transactions
4Where do we manage all gifts?
Transaction database: filter, customize columns, soft-delete, assign contact, add description, send transaction email, and review UTM/attribution fields.
How do we fix a gift assigned to the wrong person?
Use assign contact to transactions, or merge contacts if duplicates caused the mismatch.
Can we delete a transaction?
Yes, via soft-delete tools. This affects reporting and receipts — restrict permissions and document why.
Where do we review donor feedback surveys?
Admin transaction feedback (and platform-level feedback for system admins).
Tax receipts (admin)
3How do we enable official tax receipts?
Receipt configuration:
If not a registered charity, official charity receipt workflows (including bulk) won’t behave as registered.
How do bulk receipts work?
From Donor lookup (when registered as a charity), generate/send bulk receipts for eligible contributions. Customize the Bulk contribution receipt system email.
What makes a gift “tax eligible” in the system?
Transactions expose total vs tax eligible amount (and fair market value for benefits). Event tickets often need careful eligible-amount setup.
Email & outreach
5What email tools do we have?
Which system emails can we customize?
Monthly subscription; Update monthly subscription; Cancel monthly subscription; Daily subscription; Cancel daily subscription; Contribution confirmation; Event ticket confirmation; Payment failure; Payment Failure Admin Notify; Abandoned donation; Abandoned event; Updated receipts; Bulk contribution receipt; Pledge reminder; Report an issue; plus campaign creation/update/funded variants.
What are merge tags?
Dynamic fields such as RecipientName, OrgName, OrgEmail, OrgLogo, social links, DonorDashboardLink, DonorLoginLink, BusinessName, Transaction Date, and campaign/event fields. Always preview with a test send before bulk.
How do we connect sending / payment inboxes?
Account domain connectivity and Email integration for Gmail/Outlook OAuth and payment-email processing. Disconnect accounts when staff leave.
How do email analytics work?
Sends can be tracked via metrics, SQL email records/batches, and funnels — surfaced in admin email stats views.
Marketing, tracking & embeds
4How do we create tracked campaign links?
UTM builder — generate URLs with UTM parameters. Session capture and payment enrichment support attribution reports.
How do we embed donate buttons on our website?
Website links provides shareable URLs and iframe embed snippets. Use header=no-header style embeds for a frameless widget. Test before launch.
Can we add Meta Pixel and Google Tag Manager?
Yes, via Connect social media / tracking settings when those features are enabled.
Can we publish to social networks from Infaque?
Where social features are enabled, connect profiles and use outreach/social tooling.
Reports & insights
2What reporting options exist?
Who should get access to AI Chat and ad-hoc SQL?
Limit to trained staff. These tools can expose sensitive donor fields — align with your privacy policy.
POS (in-person card readers)
1How do we set up Stripe Terminal / S700?
POS device management:
Admin troubleshooting & best practices
4Donors say they paid but nothing appears in Transactions.
Duplicate contacts keep appearing.
Enforce one email per donor at forms, run periodic merge reviews, and train staff who create manual contacts. Use upload duplicate review before committing XLSX imports.
Test donations before go-live — checklist
What’s the difference between system admin and org admin?
Org admins run one nonprofit’s fundraising. System admins manage platform concerns: feature kits, organization pages across tenants, application updates, and cross-tenant feedback.
Still Have Questions?
Get in touch and we’ll help you find the right answers for your nonprofit.