One Small Step for Fundraising: Online Donations with iATS Payments
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Transcript of One Small Step for Fundraising: Online Donations with iATS Payments
One small step for fundraising, one giant leap for nonprofits
March 5: Online Donations with iATS Payments
IntroductionsIdealist Consulting strives to advance social responsibility through thoughtful and approachable technical consulting.
• Top-rated on the AppExchange• Over 700 Salesforce implementations• Certified B Corp
iATS Payments focuses exclusively on providing payment processing products and services to the nonprofit community.
• 9,000 nonprofit clients worldwide• Credit card and ACH (direct debit) processing• Released first version of Brickwork on the Salesforce
AppExchange in 2010
Agenda OverviewBest Practices in Online Donations
• What’s going on in online giving
• Best practices – overview
• Brickwork and Aura
• Resources available
• Q&A
Online Donations in 2014:What does it mean?
Sources: Pew Research Center, Blackbaud 2013 Charitable Giving Report
Internet use• 85% of US adults online on a daily basis• 73% are on some type of social media
Giving Trends• Overall giving increased by 4.9% in 2013
Online Giving• Online donations increased by 13.5% in
2013 vs. 2012• Accounted for 6.4% of all giving in 2013
Best Practices in Online Donations
• Consider organizational goals and internal resources
• Payment types and payment methods for donations
• Online donation forms
• Have a plan for data security
Organizational Goals and Capabilities• Fundraising targets
• Donor audiences and how to reach them online
• In-house webmaster or technical support expertise
• Budget for solution customization or implementation
• How to manage data on an ongoing basis?
Payment Types and Methods
• Major credit cards
• ACH (direct debit)• Cost-effective, less rejected transactions
• One-time gifts
• Recurring (sustaining) or monthly gifts?• Automated transaction processing or
manual?
• Event or off-site payment processing needs?
It’s all about the donation form…
• Is the form:• Seamlessly integrated? • Third party redirect?
• Keep it simple
• Focus on transparency• Where are the funds going?
• Responsive design considerations
• Make security front and center
Data Security Considerations
• Is your form secure?
• PCI Compliance• How card data is captured, transmitted
and stored
• Offline and online donation processing
• Critical to ensure adherence to industry standards
• Possible actions to take to prevent credit card fraud
Some Great Resources…
powerofus.salesforcefoundation.orgIdealWare:The Landscape of Salesforce for Nonprofits
iATS Payments infographics
iATS Payments in 15 seconds or less!
• World’s leading payment processor specializing in services for nonprofits
• 9,000 clients in North America, UK and Europe
• iATS products:• Brickwork• Aura• Aura Connect (*new!)
• Single/recurring credit card and ACH
Behind the Curtain…
Features and Benefits• Compatible with the Nonprofit Starter Pack and all editions of
Salesforce
• Integrated Aura products provide online and Facebook donation forms
• Limited or no customization required
• Integration with both ‘Payments’ and ‘Recurring Donation’ objects
• Integration with “Auctions for Salesforce” app by DJH Consulting
• Advanced contact matching
• Option for no ‘opportunity’ or ‘donation’ object creation
How it All Works Together
1 2
3 4
Aura in Action
• Free with any iATS merchant account
• Step-by-step Aura setup wizard
• Seamless website integration• No third party redirect
• Shopping cart functionality, social sharing features and more!
Seattle Theatre Group, www.stgpresents.org
Aura Connect
• Add-on / complementary product to Aura
• Uses Facebook ‘Canvas Apps’
• Complete seamless donation form integration in Facebook
• Free with iATS merchant account
Yukon Conservative Association, Facebook
Brickwork – iATS Settings
Brickwork – Contact Record
Brickwork – Virtual Terminal
Contact Matching
Recap: How it Works Together
1 2
3 4
Are these tools for you?
• You want a more flexible solution
• You want to do it yourself
• You fully use the features in the Nonprofit Starter Pack
• You appreciate hands-on help and support by phone or email
• You fundraise or process payments internationally
Q&A