Tara Giving

Future module

The complete giving workflow — donors, recurring gifts, mandates, settlements, receipts — with live money movement disabled until the compliance gates clear.

Future module · full workflow prototype · zero live payments · token references only

Tara Giving is a future module

This is a visual prototype of Tara Giving. It is not live and processes no real data. The screens below demonstrate the planned experience — no real payments, banking, accounting sync, or receipting occurs.

VoPay

Canadian EFT / PAD

Compliance-gated

Legal & compliance review

Provider commercial agreement

Receipting sign-off (CPA/CRA)

Security review of the money-adjacent surface

Stripe (hosted elements)

Cards · SAQ-A posture

Compliance-gated

Legal & compliance review

Provider commercial agreement

Receipting sign-off (CPA/CRA)

Security review of the money-adjacent surface

Giving (Jun–Jul)

$2,850

Gifts

Donors

Average gift

$356

Failed payments

Refunded

$90

Recurring gifts

Tokenized methods only — Tara never sees a card or account number

James & Amara Okafor

$600 monthly → General Fund

active

Marie Tremblay

$250 monthly → Missions · PAD mandate on file

active

David & Lily Chen

$400 monthly → General Fund

payment failed

Retry workflow: Retry 2 scheduled 3 days after the last failure. After 2 failed retries the gift pauses and both the donor and finance admin are notified — never unlimited attempts.

Harpreet Singh

$300 monthly → Building Fund · PAD mandate on file

active

2 PAD mandates on file — each with consent timestamp, authorization text, and cancellation instructions (VoPay requirement).

Settlement reconciliation

Status computed from the transactions — a mismatch can't hide

Card batch · po_ref_771

2026-06-04 · gross $1,090 − fees → net $1,057

matched

EFT/PAD batch · vp_ref_882

2026-06-05 · gross $550 − fees → net $537

partial

Net deposit differs from what the transactions imply. (+$10)

Disputes

$600 chargeback · fraudulent (donor did not recognize statement descriptor)needs response

$90 refund · Duplicate gift entered by donorcompleted

Tax receipts (2026 drafts)

Derived from succeeded gifts, refunds excluded — receipts are reviewed and released by a person, never auto-issued

Donor	Gifts	Eligible amount	Status
James & Amara Okafor	2	$1,200	Draft — pending review
Harpreet Singh	2	$600	Draft — pending review
Marie Tremblay	2	$500	Draft — pending review
David & Lily Chen	1	$400	Draft — pending review
Denise Walker	1	$150	Draft — pending review

Final receipts must carry the CRA-required content (sequential number, charity name/address, CRA registration number, dates, donor identity, eligible and advantage amounts, signature, CRA reference) — encoded in the model now, issued only after CPA/CRA receipting sign-off.