Giving Module Overview

Equip your givers with the tools to give at any time, anywhere, from any device. Watch the video below for orientation of the Giving Module. Keep reading for a description of each feature. Click the section titles below for further setup and best practices. 

 

Giving Features

We equip your organization with a dedicated phone number so anyone can give to your organization instantly and securely via text! 

 

 

Your organization will have a beautiful, sleek online giving experience. Simply plug your giving link into your organization’s website, Facebook page, and any other digital communications (ex. email newsletters). Your givers will be able to give online from any device!

 

Need to process a gift or transaction be behalf of a giver? The virtual terminal tool is designed to do just that! Managers can assist givers by creating or editing recurring - ideal for givers who may need help with completing a digital gift.

 

 

Robust Giving Options

We know each organization has unique needs. Your giving platform provides a digital giving solution that is as unique as your organization. Flexible payment options ensure you’re in control of your online giving and members can give easily and regularly.

 

Empower your givers to take ownership of their giving! With your giving platform, they can manage their recurring gifts, payment source, and personal information. They can also access their giving history at any time!

 

Accept the forms of payment that work for your organization. Limit and expand on what combinations of credit, debit, and/or ACH (eChecks) are going to fit into your mission.

 

One of the best ways to increase your overall giving and provide forecasting for your organization's budget is to encourage recurring giving. Members set the frequency at which they give and have the choice to give to multiple funds at separate intervals.

 

Givers can easily designate their gift to any fund or campaign your organization has made available in your account. 

 

Your givers can give to multiple different campaigns in one simple, smooth giving experience.

 

With your giving platform, you can offer the option for givers to add a percentage or flat dollar rate to their gift to help cover the cost of processing digital gifts. When enabled, this option adds a line item to your giving page and, when selected by the giver, automatically calculates the additional amount to the gift.

 

 

Powerful Administrative Tools

Let your giving platform’s manager dashboard help you manage the data from your online giving. Whether you need your giving data to tell a story, to export to another system, and to remain as secure as possible, we have you covered.

 

Get access to dozens of reports. Take advantage of your real-time gift reporting dashboard and bank reconciliation reporting. Most of the reporting you need will come right from your giving platform manager's dashboard, where you can view a range of custom reports by person, transaction, fund, and date range. Access graphical reports of monthly trends, current automatic recurring giving, forecasting, and more!

 

You can easily customize your giving platform account so givers can designate their gifts to any of your funds or campaigns. You are not capped to the number of campaigns you have running at any time!

 

Easily manage multiple campuses by creating custom giving pages for each individual site with site-specific funds. Campuses can be physical locations or you can create individualized pages for other missions within your organization.

 

No man is an island! Invite additional administrators to help manage your giving platform's account. Use permissions to limit a manager’s access to certain parts of your dashboard.

 

Did you know that givers are 7x more likely to give to a branded giving page vs. an unbranded one? Create your own look and feel of your giving platform by customizing your giving portal, forms, and confirmation messages.

 

 

Beyond Online Giving

With our robust Form Management Tool, you’re equipped to create custom forms for special giving campaigns, event registrations, contact forms, and various payments.

 

As your partner in online giving, we will provide you with everything your organization needs to launch a generosity campaign, how-to instructions for your members, graphics to share on social media about your tools, sample emails, instructional videos and more!

 

Security

As required by the PCI Security Council and all processing banks, our company is a Level 1 Certified PCI Compliant Service Provider. This means we conform to the highest set of security standards in the payment card industry. Your account managers, end users, and our employees will never have access to the type of sensitive information that might lead to an unauthorized transaction.

Our giving portals use 256 Bit SSL technology for data transactions. All personal, credit card, & bank information is submitted using 256-bit encryption. There is no stronger form of protection than this encryption and by doing this, we eliminate the possibility that someone might "tap" the line and extract your personal data from it. 256-bit SSL encryption has never been broken and according to RSL Labs, it would take a "trillion-trillion years" to crack the code using today's technology.

 

Dedicated Support Team

Our team is committed to providing your organization with the tools and support to increase generosity. We monitor our system 24/7/365. It’s our priority to respond to inquiries quickly (less than 3 minutes during business hours!) and to go above and beyond to serve our clients!

Updated

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request