We’ve redesigned how you access reports in Givecloud to make things simpler, more consistent, and easier to navigate.

What's new:

• Instead of a dropdown list of reports in the menu, you’ll now land on a clean Reports Home screen.

• All reports—Tax Receipts, Tributes, Referral Sources, Event Check-ins, Payments, Refunds, and more—are organized here in one place.

Learn More about the new Reports Home screen here https://help.givecloud.com/en/articles/12384878-reports

We’ve refreshed the Contributions admin experience with a cleaner layout, intuitive navigation, and helpful visual cues—so it’s faster and easier to manage the donations that keep your mission moving.

Whats New:

• Tabbed Navigation - contributions are organized into intuitive tabs across the top for easy navigation.

• Improved visibility on Risk Warnings + Status Indicators - easily view contributions that have been blocked or flagged with clear indicators into why they were stopped. Fraud risk, payment failures, and abandoned donations now show up clearly in their own tabs and columns.

• Richer Contribution Info - Supporter avatars, payment details, recurring icons, contribution items, and statuses—all surfaced at a glance.

Learn More about the new Contribution Admin Experience here https://help.givecloud.com/en/articles/12386624-contributions

We’ve updated the Recurring Plans Admin view—bringing cleaner design, tabbed navigation, richer payment info, and clearer statuses.

What's New:

• Tabbed Navigation - easily switch between Active, Retrying, Suspended, and Archived plans—so you can focus on what needs your attention most.

• Expanded Statuses - Meet the new Retrying status for better visibility into failed payment attempts and recovery efforts.

• Future Payment Visibility - View your upcoming collections—giving you better foresight.

Learn More about the new Recurring Plan Admin Experience here https://help.givecloud.com/en/articles/12383739-recurring-plans

Help your donors — and your team — stay tax-compliant with ease. Smart IRS-compliant language is now supported directly in your receipt templates.

Highlights:

[[tax_receipt_irs_fmv]] — Automatically outputs IRS-required goods & services statement based on FMV.

[[tax_receipt_irs_tax_exempt]] — Outputs your 501(c)(3) tax-exempt statement if your org has a charity number.

Included by default in automatic receipt templates.

Custom receipt users can manually add these tags anywhere in their template layout.

Only displays for U.S.-based organizations (based on country in org profile).

🛠 No action needed for automatic receipt users. Learn more here ➜ https://help.givecloud.com/en/articles/12355932-u-s-tax-receipt-compliance-irs-footer-merge-tags

Stay on top of donor activity with automatic email alerts when supporters update their recurring donations in the Donor Portal

What it Does

• Sends an email notification whenever a supporter changes their recurring plan

• Covers updates to donation amount, frequency, or payment details

• Works for changes made in the Donor Portal or other supported channels

What You’ll See

An email notification each time a supporter updates their recurring plan

For setup instructions, check out the KB article >> https://help.givecloud.com/en/articles/12323902-recurring-plan-change-notifications

With the new Recurring Plan Auto-Retry setting, your organization has more control over how Givecloud handles failed recurring payments.

• Automatically retry failed recurring payments

• Choose how many retry attempts to make

• Set the number of days between each attempt

Recover more donations with less manual work

See the KB article for setup details >> https://help.givecloud.com/en/articles/12020885-managing-failed-recurring-payments-with-auto-retry

The Issue:

• Revisions to tax receipts were being tracked correctly in Givecloud Admin. However, for non-Canadian organizations, if the [[changes]] merge tag was included on a tax receipt (including Automatic Tax Receipts), the section may not have populated with the changes that were made.

What This Means:

• Donors still received their receipts, but the “changes” section may have appeared blank.

• This applied both to manually revised receipts and to Automatic Tax Receipts where the [[changes]] tag was present.

• The underlying tracking of changes in Givecloud Admin was never impacted.

Resolution:

• This issue has been fixed. Going forward, the [[changes]] merge tag will populate correctly for all organizations, including on Automatic Tax Receipts.

Next Steps for You:

• If you use the system’s Automatic Tax Receipt template, those receipts have been updated automatically and you may resend them if needed.

• If your organization has been issuing custom receipts that were originally created by copying the system template, you may need to void and re-issue those receipts to ensure the changes display properly.

• No other action is required.

At Givecloud, we believe donors deserve clarity and transparency—because delighted donors become devoted donors. Thank you for trusting us to help you steward your supporters with confidence.

We’ve made it easier to manage recurring donations!

The Recurring Plans menu item has been moved out of the Contributions sub-menu and is now available directly in the main left-hand sidebar for all plans.

Simplify your workflow and save clicks—Recurring Plans management is now just one click away, right from the main sidebar.

Managing your email automations just got a whole lot easier. We’ve rolled out a redesigned Email Admin experience—built to save time, reduce confusion, and help you stay focused on what matters most: your mission.

Here’s what’s new:

• Tabbed navigation right in the data table -- Quickly jump between filtered sets like “Recurring Plans” or “Sponsorships.”

• One-click access to your automations -- No more digging through submenus—just click and go.

• Clear status indicators -- Easily see if an automation is Active or Offline. Toggle with a click or filter by status.

• “Set Live” and “Save” buttons -- Know exactly when an email is live—or still in draft mode.

• Archive and restore with ease -- Keep things tidy by archiving unused emails. Restore anytime.

Learn More about Email Automation in our KB article here --> https://help.givecloud.com/en/articles/3367638-automated-email-communication-overview

Giving Experiences are optimized to track Donate events, not traditional Purchase events.

This distinction matters:

• Donate events are designed specifically for charitable giving—not e-commerce.

• Unlike Purchase events, you do not need to set up a product catalog to track conversions.

• This keeps things simpler and more aligned with the heart of fundraising—your donors are giving, not shopping and you don't miss events

For full details on setting up Facebook Pixel on your Giving Experience check out https://help.givecloud.com/en/articles/4450281-how-do-i-set-up-my-facebook-pixel

You asked—we listened.

• Donor-Advised Fund giving is now available on Classic Forms that use Page with Payment, not just on our Giving Experiences.

• This means even more flexibility for your donors to give in the way that feels best for them, while your team benefits from easier processing and greater support for donor choice.

• Learn more by checking out our DAFpay KB articles

• https://help.givecloud.com/en/articles/11816417-dafpay-faq-everything-you-need-to-know

• https://help.givecloud.com/en/articles/11608864-dafpay

Key Highlights:

• Available to US non-profits only
• Frictionless Giving: Donors with a DAF can give easily without leaving your site
• More Revenue, Less Admin: DAF gifts are processed seamlessly through DAFpay—no paperwork needed
• Tap into Committed Generosity: DAFs are pre-funded for giving = high-intent donations

Learn more about using DAFpay with Givecloud in our Knowledge Base Article --> https://help.givecloud.com/en/articles/11608864-dafpay

Label Language Preference in Tax Receipting Settings - A new setting in Tax Receipting allows organizations to set the preferred order of bilingual field labels

This feature is available exclusively to Canadian organizations and is managed within Tax Receipting in the Organization Settings.

• Choose English/Francais or Francais/English for the column label order on tax receipts.
• Enables you to reflect the language preferences of your communities, showing respect and inclusion.

You can now choose to list all event products directly on the checkout page instead of using the “Add Ticket” modal.

Highlights:

• New “List Items” toggle in the multi-item checkout settings.
• When enabled, all products display in a list view at checkout.
• When disabled, users see the existing modal-based experience.
• Existing events default to the current behavior.
• New events default to the list view.

New Control: You can now hide recurring donation prompts when a one-time gift exceeds a specified threshold.

Custom Threshold: Choose the donation amount (e.g., $2,500+) that triggers the hidden upsell experience.

Donor-Centric Design: Avoid interrupting the emotional intent of large, one-time gifts with unnecessary upsells.

Live & Ready: Available now under in your Giving Experience under Customize Experience → Upsell Tab. Just toggle it on and set your threshold.