Configure incentives and offline gifts

Can I add an incentive selection to a match or challenge form?

No. Donor incentives are available only when making a standard gift. They are not available when making a match or challenge, and an incentive selection cannot be added to the Match/Challenge Form.

Creating campaign incentives or editing the Match/Challenge Form does not enable incentive selection for match or challenge donors. Instructions for configuring incentive choices, bundled incentives, or the no-incentive option apply to standard gift forms.

How to use

Open Online Giving → Campaigns → select the campaign → Motivation & Sharing → Incentives to create/edit the offered incentives and arrange their order. Review the amounts, eligibility, and fulfillment information shown to donors. The school is responsible for confirming fulfillment details; do not reuse a generic legacy delivery promise.

Open the campaign’s Manage Donations → Offline Gifts to record/import gifts received outside the online checkout where that workflow is enabled. Offline gift tools include individual entries, uploads, review and approval, reports, and removal actions. Review uploaded data before approval and reconcile it with the school’s records.

Important distinctions

An offline record is not a new payment processed through the donor checkout. Removing it is not a bank refund. Incentive selection can affect the donor’s ability to change a recurring gift’s value.

Troubleshooting

For missing totals, identify whether the record is uploaded, awaiting approval, approved, or removed and whether the report includes offline gifts. For tax receipt or incentive value questions, use the school’s configured receipt and benefit values rather than claiming the whole gift is deductible.