Assist Givers by Processing a Gift on Their Behalf

Sometimes, you may need to enter a donation for a donor. For example, a donor might call your organization to contribute over the phone, or you may receive a response card or mailer with payment information.

When you receive these requests, you can use the Virtual Terminal to input gifts on behalf of the donor!

How to Process a Gift Using the Virtual Terminal

Step 1: Access the Virtual Terminal

1. Navigate to your primary account settings by clicking the ⚙️ (gear) icon at the top right corner of your Manager Portal.
2. Select the Virtual Terminal card.
   

Step 2: Complete the Virtual Terminal Form

1. Select the Location (if applicable).
2. Choose the Fund where the gift should be applied.
3. Enter the Gift Amount.
4. Optional) Click Add a Designation if the donor wants to contribute to multiple funds.
5. (Optional) Add Comments, if necessary.
6. (Optional) Check the Recurring Transaction box if the donor wants to initiate a scheduled recurring gift.
7. Enter the Giver’s Contact Information (or select an Existing Donor from the donor list).

   
   
   📌 The Existing Donors list displays donors who have made a transaction within the last year. You can search for a donor instead of manually entering their information.
   

   
   

Step 3: Enter Payment Details and Process the Gift

1. Select a Payment Method (Required)
   

   

   • Choose Credit/Debit Card or ACH/Bank Transfer from the dropdown menu.
   • If using ACH/Bank, select Checking or Savings and enter Routing and Account Number.
     
     
2. (Optional) Check Save to Donor Payment Profile to store the payment method for future use.
   
   
   
   
3. Enter Payment Information:
   • For Credit/Debit Cards: Provide the Card Type, Card Number, Name on Card, Expiration Date, and Card Code.
   • For ACH/Bank Transfers: Provide the Routing Number and Account Number.
4. Click Process Transaction to complete the donation.

📌 The donor will receive a confirmation email using the customized email template you created.

More Help

💡 Need Assistance?

• If the product isn’t working as expected, Support is available to assist you.
• For tutorials and resources, visit the Help Center for more product documentation and best practices.
• Our chatbot provides 24/7 answers to common questions.
• For personalized walkthroughs, paid services are available. Contact sales@ministrybrands.com for more details.
• Be sure to explore free resources in the knowledge base before requesting additional support.
  
  

Updated March 13, 2025 03:19