Enable Optional or Required Administrative Fees in Forms

“I love fees!” - No One Ever

Objective

This article provides step-by-step instructions on how to enable and manage administrative fees in giving forms. By offering this option, you empower donors to help offset transaction costs by covering a small fee during their gift or payment submission.

Why Enable Administrative Fees?

No one loves fees—but giving your donors the option to cover them promotes financial transparency and good stewardship. Whether you’re covering credit card fees or handling costs for events, this feature lets donors go the extra mile in support of your ministry.

Video Overview

How to Enable Administrative Fees

📌 Note: This feature is form-specific. It is not applied globally across all giving or payment forms.

1. Navigate to your Manager Portal.
2. Click on the Forms tab in the left-hand menu.
   
3. Select an existing form to edit (or create a new one).
4. Click Form Properties (bottom left).
   
   
5. If your screen is condensed, you may need to click Actions first.
6. Go to the Payment tab.
   

In the Payment tab:

1. Check: ☑️ Apply optional or required fee for payment
2. Choose the Fee Type (e.g., Administrative Fee, Ticketing Fee, Registration Fee, etc.)
3. Select if the fee is a percentage or flat dollar amount
4. Enter the fee amounts:
   • Credit/Debit Fee (applies to all payment types except ACH)
   • ACH Fee (optional)
5. Choose if the fee box should be checked by default
   • Note: For any fee type other than “Administrative Fee,” the box will be required
6. Select an Administrative Fee Fund
   • You may wish to create a dedicated fund for fee tracking (see Fund Management)
     
7. Select a Total Amount Fund
   • This is the fallback fund used if the giver does not select one
8. Click DONE to close Form Properties.
   
9. Click Save in the lower right to publish your changes.
   
   
   
   

How Givers Experience This Feature

• When completing a gift, donors will see a checkbox:
  ☑️ Add 2.5% to help cover Administrative Fees
• Once selected:
  • The system will automatically calculate and display the added fee.
  • A new line item appears with the fee amount and updated total gift.
    
    

📌 Note: The 2.5% shown is an example. The actual percentage or amount shown will match the fee settings selected in the form.

Common Questions

1. 💬 Does this mean our givers are paying our fees?
   • Not exactly.
   • The additional amount simply increases the size of the gift to help cover the fees. The organization will still be charged a processing fee on the total amount, including the administrative fee.
   • Example:
     • Nancy gives $100 and opts to cover a 2.5% fee.
     • Her total gift becomes $102.50.
     • The platform fee is based on the full $102.50.
     • Your ministry receives $99.53 net.
     • If Nancy hadn’t opted in, your organization would receive $97.10 instead.
2. 💬 Does this impact reporting?
   • Yes—in a helpful way!
   • The Transactions tab clearly shows when a giver has opted to cover a fee.
     
   • You can track generosity related to fees by assigning them to a dedicated fund.
3. 💬 Can different forms have different fees?
   •  Yes!
   • Each form can have its own unique administrative fee setup:
     • Example: 2.6% on your Giving Form and $5.00 flat on your Event Registration Form.

Have Questions or Need Help?

If something isn’t working right, we’re here for you!

• Technical Support: Available Monday–Friday, 8 AM–5 PM CST
• Product Help: Visit the Help Center or click the ❓ icon in the product for tutorials and step-by-step instructions
• 24/7 Chatbot Support: Our Help Center chatbot can answer common questions any time—day or night
• Personalized Support: Contact the Sales Team at sales@ministrybrands.com for guided help through our paid services

💡 Pro Tip: Many answers can be found for free in our Help Center—no need to wait!

Updated May 08, 2025 05:45