How can we help?

Step-by-step guides with pictures for every part of Yahiv.

Most useful

Getting started: find your way around YahivA plain map of Yahiv: what is on the top bar, where the Record button is, how to find a person, and where Settings live. Read this first if Yahiv is new to you.
Record a gift (card, check, cash, OJC, Matbia, Zelle, other)The one form for every gift: charge a card, or log cash, a check, a charity card, a voucher, Zelle or anything else. Pick the person, the amount and how they paid.
Take a pledge (commitment) or מתנה בלי נדרRecord money someone promised to give — a pledge, or a מתנה בלי נדר from an aliyah. It stays open with a balance until it's paid, and you can send reminders with a pay link.
Start a recurring gift (monthly, weekly, installments)Charge a donor's card automatically every week, month, quarter or year — ongoing, for a set number of payments, or until a pledge is paid.
Import your data from Donary, DonorFuse or ExcelBring your people, families, pledges, every past gift and recurring gifts into Yahiv by dropping in the files your old system exports. You check everything before it's imported, and can undo it after.
Add a new person (or edit someone's details)Add a donor, member or anyone else to People with their English and Hebrew names, phones, email, address, tags and how they want receipts. Editing uses the same form.
Receipts: automatic, resent, printed and mailedHow receipts reach donors: automatically by email or text, resent from a gift, or printed and mailed for people who want paper. Year-end statements are separate.
Deposits: checks and cash to the bank, cleared or bouncedGiving → Deposits lists every check, cash gift and voucher not yet deposited, and the ones waiting to clear. Print it as your deposit slip and mark them as you go.

Browse by topic

Help center · Yahiv