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About Ideali
- What is Ideali 1 min read
- Why Ideali is different 3 min read
- Who can use Ideali? 1 min read
- $0 Platform fees 3 min read
- Payouts and instant payouts, how you get paid 5 min read
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Getting started with Ideali
- Creating your Ideali account 2 min read
- Setting up your organization profile 1 min read
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Dashboard
- Navigating your Ideali dashboard 4 min read
- Viewing and managing notifications 2 min read
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Campaign Management
- Creating a donation campaign 2 min read
- Customizing your thank you email 2 min read
- Managing your campaign after publishing 3 min read
- Share your campaign 2 min read
- Duplicating or cloning your campaign 2 min read
- Managing your archived campaigns list 2 min read
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Finances & Payments
- Setting up your payment account 3 min read
- Preset donation amounts, fixed & recurring 2 min read
- Viewing and filtering payments 2 min read
- Payment methods accepted on Ideali 2 min read
- Why payments fail and how to fix them 2 min read
- Managing your donors list 2 min read
- Managing recurring donations 2 min read
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Tap to pay
- What is tap to pay 2 min read
- Setting up Ideali tap to pay 2 min read
- Tap to pay troubleshooting 3 min read
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Integration & Embeds
- Embedding your donation campaign in WordPress 2 min read
- Connecting quickBooks in Ideali 2 min read
- Connecting constant contact in Ideali 1 min read
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Account Management
- Sub profiles to manage multiple campaigns 2 min read
- Setting up roles & users 3 min read
- Securing your Ideali account 2 min read
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Memberships
- Creating and managing membership types 5 min read
- Managing members profiles 2 min read
- Reviewing pending membership 3 min read
- Membership payments and invoices 3 min read
- Membership Custom Lists 3 min read
- Documents 3 min read
- Member Alerts 4 min read
- How to Share a Membership Type 2 min read
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Ideali for Donors
- Make a donation through Ideali 3 min read
- Optional donor tips 1 min read
- Make a recurring donation 1 min read
- Your donation receipt 2 min read
- How to Register for a Membership 3 min read
- Using the Member Portal 3 min read
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Events & Tickets
- Getting Started with the Events Module 5 min read
- Creating an Event with the Event Wizard 8 min read
- Adding Sessions with the Session Wizard 6 min read
- Creating and managing Event Venues 2 min read
- Event payments and invoices 4 min read
- Payment processor fees 3 min read
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AI & Tools
- Using the AI description and banner generator 4 min read
- Building custom forms 4 min read
- Search custom form answers with Advance Search 3 min read
- Save and reuse searches with Templates 3 min read
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Auctions
- Getting Started with the Auction Module 5 min read
- Creating an Auction with the Auction Wizard 6 min read
- Monitoring and Sharing Your Auction 3 min read
- Managing Bidders 2 min read
- Editing, Cancelling, Archiving and Deleting an Auction 3 min read
- How Bidding Works for Supporters 3 min read
Step 1: Select Your Donation Amount
Visit the campaign page you would like to support. You will see the campaign’s fundraising goal, progress so far, and a short description explaining the cause.
Under Choose Your Donation, select your giving frequency:
- One Time — A single contribution.
- Weekly — A recurring contribution charged every week.
- Monthly — A recurring contribution charged every month.
- Yearly — A recurring contribution charged once a year.
Choose one of the preset amounts shown, or enter a custom amount of your choice. Once you have selected an amount, click Continue to Payment to move to the next step.
Step 2: Choose Your Payment Method
Depending on what the organization has enabled, you may be able to pay using one of the following methods:
- Debit and Credit Card — The most common payment method, available to donors worldwide.
- Apple Pay / Google Pay — Pay in just a tap with the cards saved in your digital wallet, without typing any card details. The button appears automatically if your device or browser supports it.
- ACH USD — A bank to bank transfer available to donors with a US bank account. This option is often used for larger donations.
- PAD CAD — A Pre-Authorized Debit from a Canadian bank account. You authorize the payment once, and the donation is drawn directly from your account. This makes it a convenient option for recurring donations.
- Check or Cheque — A traditional payment option for donors who prefer to send a physical check rather than pay digitally.
📹 Watch: Donate Using Credit Cards ⏱ 1m 26s
📹 Watch: Donate using ACH USD ⏱ 1m 4s
Not every campaign will offer all of these options, as the organization chooses which payment methods to enable.
Step 3: Enter Your Payment Details
Enter your payment information based on the method you selected to complete your donation. If you pay by PAD, you will also be asked to accept a debit authorization, and your donation may take a few business days to clear.
Optional Tip to Support Ideali
Before completing your payment, you may see an option to leave an additional tip to help support Ideali’s platform. This tip is completely optional and you can adjust the amount, choose a different percentage, or skip it entirely. Learn more about the optional tip.
Completing Your Donation
Once your payment details are entered, confirm your donation to complete the transaction. You will receive a receipt by email confirming your contribution, along with a summary of the amount donated and the campaign it supported.


