Collecting what's owed
Reminders, declined cards, calling, today's work
- Today's work (To do), explained
One list of everything that needs doing today: follow-ups that are due, donor requests, money owed, recurring gifts that failed, and texts waiting for an answer.
8 steps · Office staff - Who to call today (smart call list), explained
The 25 people most likely to give or pay if you phone them today, best first — each with the reasons and points behind it, so nothing is hidden.
8 steps · Office staff - Call lists (phonathon) for volunteers
Make a list of people to call, split it between callers, and give them a script. Callers see one person at a time with everything they need, and record what happened with one tap.
7 steps · Office staff - Personal ask amounts
Instead of the same amounts for everyone, each person is asked for amounts that fit them — starting near what they usually give and stepping up.
4 steps · Owners & admins - A charge was declined — what it means and what to do
"Declined" means the card company said no. The message tells you why. Most declines are fixed with another card, a call, or a new-card link.
6 steps · Office staff - Expiring and declined cards (card recovery)
Yahiv keeps recurring gifts alive: it emails donors before a card expires and after a recurring charge is declined, with a private link to put in a new card.
7 steps · Office staff - Send a donor their card-update link
A private link where the donor puts in a new card themselves. No card numbers by phone, text or email.
5 steps · Office staff - A recurring gift stopped because the card expired or was declined
Get a stopped monthly gift going again: find it, ask for a new card, and it restarts by itself.
5 steps · Office staff - Choose when declined recurring gifts are tried again
Set how many days after a decline Yahiv tries the card again. Cards that can't work aren't retried — the donor is asked for a new one right away.
4 steps · Owners & admins - Reminder plans: text → email → call for money owed
A reminder plan sends a text, then an email, then makes a call task — on the days you choose — and stops by itself once the commitment is paid.
7 steps · Owners & admins - The aging report — and what to do with old pledges
See how long money has been owed, where each part stands, and how collecting is going. Then work the oldest first.
7 steps · Office staff - Mark a commitment Promised, Payment plan, Disputed, Paused or Written off
Tell Yahiv where collecting a commitment stands, so reminders do the right thing and the reports are honest.
5 steps · Office staff - A donor asks for a payment plan
Donors can ask for a payment plan from their portal (or on the phone). You set up the installments, mark the commitment, and tell them it's done.
5 steps · Office staff - Contact limit: how often people hear from you
Set the most broadcasts and reminders one person can get in a week and a month, so nobody feels chased.
5 steps · Owners & admins - Alerts: declined payments, failed recurring gifts and more
The bell shows everything that needs attention — declined payments, recurring problems, past-due commitments, undelivered messages, Zelle to match, approvals and replies.
4 steps · Office staff - Get alerts by email
Each person chooses which alerts are also emailed to them. Everything always shows under the bell.
4 steps · Everyone