Settings

Your organization, funds, team, and platform terms — the knobs behind every other screen.

Organization

Shown on the giving page, receipts, and statements.

Organization name

Giving page & Steward Wall branding

Organization defaults: every giving page and Steward Wall uses these unless it sets its own. Preview the giving page ↗

Heading

Tagline

Accent color

Logo (PNG, SVG, JPG · up to 2 MB)

Show active campaigns on the giving page — off = a clean page; each campaign still has its own share link Pre-check “cover the processing fees” — donors can still uncheck it Offer “my contact info has changed” at checkout — collects address + phone and updates the donor record

Saved.

Funds

Giving-credit off = excluded from tax statements (event fees, merchandise). Hidden funds stay off the public giving page but keep their history. Opening balance anchors the fund-accounting math on Reconciliation.

Fund	Account #	Slug	Public	Giving credit	Active	Order	Opening balance	As of

New fund name

Account #

Opening balance

Add many funds at once

Paste rows straight from a spreadsheet (tab or comma separated), one fund per line, in this order: Name, Account #, Public (yes/no), Giving credit (yes/no), Opening balance, Opening as of (YYYY-MM-DD). Only the name is required. A header row is fine. Names that already exist are skipped. Type amounts without thousands separators (1250, not 1,250) unless you're pasting from Excel, which quotes them for you. Download the CSV template.

Team

Everyone who can sign into this dashboard. Adding teammates is handled by StewardWell during the sandbox — self-serve invites come with the roles & permissions build.

Email	Role	Member since

Platform terms

Your negotiated StewardWell rate. Processing fees are Stripe's and pass straight through.

—

per online gift

Effective— Agreement— Stripe account—

Rate changes are handled with your StewardWell rep — reach out any time.

Receipts & email

Gift receiptsSent automatically to every donor email, one-time and recurring SenderStewardWell Giving <stewardwell@architectministry.com> — moves to receipts@stewardwell.giving at launch Donor portalstewardwell.giving/portal — history, pledges, self-serve statements StatementsDonor self-serve now · annual statement run & PDF archive coming with the statements engine

QuickBooks Online

Optional. Posts your giving into QuickBooks as deposits: one per Stripe payout (fund splits at gross plus fee lines, so it matches the bank to the penny) and one per posted cash/check batch. A re-sync never double-posts. Turn it on only if your bookkeeper wants StewardWell writing to QuickBooks; otherwise export from Reconciliation and enter deposits yourself.

Other integrations

SalesforceAdapter planned — gross gift amounts to the CRM, per the AZMN spec (the CRM CSV export on Donors is the interim path) Bot defenseCloudflare Turnstile active on the public giving page and Steward Wall

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