Published on March 6, 2014
One small step for fundraising, one giant leap for nonprofits March 5: Online Donations with iATS Payments
Introductions Idealist 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 Overview Best Practices in Online Donations • What’s going on in online giving • Best practices – overview • Brickwork and Aura • Resources available • Q&A
Internet use Online Donations inon a daily basis • 85% of US adults online 2014: • 73% does it mean? Whatare 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 Sources: Pew Research Center, Blackbaud 2013 Charitable Giving Report
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.org iATS Payments infographics IdealWare: The Landscape of Salesforce for Nonprofits
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
Aura in Action • • Step-by-step Aura setup wizard • Seamless website integration • No third party redirect • Seattle Theatre Group, www.stgpresents.org Free with any iATS merchant account Shopping cart functionality, social sharing features and more!
Aura Connect • • Uses Facebook ‘Canvas Apps’ • Complete seamless donation form integration in Facebook • Yukon Conservative Association, Facebook Add-on / complementary product to Aura Free with iATS merchant account
Brickwork – iATS Settings
Brickwork – Contact Record
Brickwork – Virtual Terminal
Recap: How it Works Together
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
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