Evaluating Online Donation and Payment Processors for Nonprofits (Feb. 2013, PDXTech4Good.org)

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Lila Pigott of Idealist Consulting walks through what a payment processor is, what to consider when choosing a processor and the differences between standalone and integrated payment …

Lila Pigott of Idealist Consulting walks through what a payment processor is, what to consider when choosing a processor and the differences between standalone and integrated payment processors.

Lila joined the ranks of nonprofit technology consultants in 2012. After more than 15 years in nonprofit and mission-based organizations, she realized her true passion was helping the enthusiastic and unsupported or intimidated and reluctant overcome the organizational inertia often associated with adopting new technology.

In her current role as a Solutions Analyst with Idealist Consulting, Lila works directly with nonprofit organizations and provides analysis, advice, and support to improve business processes and implement constituent relationship database solutions.

A recording from PDXTech4Good, a free monthly gathering of nonprofits, techies and activists in Portland, Oregon. More information: PDXTech4Good.org

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Transcript

  • 1. How to EvaluatePayment Processors Presented by:
  • 2. Presenter: Lila PigottSolutions Analyst Q&A: Lila Pigott and Cat Monaghan
  • 3. What is a Payment Processor? A payment processor is a service thatprocessed credit card payments. Processing includes verification of available funds and anti-fraud measures.
  • 4. Why Are We Talking About Payment Processors?• Most nonprofits use one• Reevaluation may be required based on changing organizational needs
  • 5. The Big ThreeQuestions to Ask When You’re Picking a Payment Processor • What do you want it to do? • How much does it cost? • How easy is it to use?
  • 6. What Do You Want It To Do? • Payment types • Volume • Integrated or unintegrated
  • 7. What Do You Want It To Do? Payment Types• Donations• Event Tickets• Memberships• Online Shopping Cart• Peer to Peer Fundraising• Recurring Payments
  • 8. What do you want it to do? Volume• Low Volume: 90% of donations come in via check. Five online donations per month.• Increasing Volume: Online donations increased from 50 to 75% of donation volume over the past year. Processing time has doubled for staff.
  • 9. What do you want it to do? Integrated or Unintegrated• Integrated: Event ticket purchases made through website are automatically reflected on the contact record of the purchaser in database.• Unintegrated: Books purchased via Paypal through website. Staff manually associate purchase with contact record in database.
  • 10. How Much Does it Cost?• Transaction fees• Per transaction flat rate• Flat rate event fee• Per month flat rate• Contract fees
  • 11. How Easy Is It To Use?• The more it does, the more complex it is• The ole’ time vs money conundrum• It’s plug and play only up to a certain point  Create new event pages  Manage various donation funds  Multiple campaign pages
  • 12. Payment Types• Donations – PayPal, FirstGiving, IATS Brickwork, Click & Pledge, Linvio Payment Connect, Network for Good• Event Tickets – PayPal, Eventbrite*, Click & Pledge*, Brown Paper Tickets, Acteva*, RegOnline, Cvent• Memberships – MemberNation*, Click & Pledge*• Online Shopping Cart – PayPal, Google Shopping Cart, Click & Pledge* connector, Nexternal, Square• Peer to Peer Fundraising – FirstGiving, Razu, Fundly*, StayClassy, CauseVox, Kimbia*• Mobile Giving – Mobile Giving Foundation, MobileCause, mGive, Click & Pledge*• Additional Processors – Authorize.net, *Has Salesforce integration or integration is in progress.
  • 13. Solution Comparison Selection limited to those than can integrate with Salesforce OnlinePayment Processors* Donations Events Memberships Peer to Peer Mobile Giving Shopping Cart ActevaRSVP v Click&Pledge v v v* v v Common Ground v v v Cvent v Eventbrite v IATS Brickwork v Linvio Events v Linvio Payment Connect v Nexternal v RegOnline v *Custom programming required
  • 14. Questions?
  • 15. info@idealistconsulting.com 800.889.8675 www.idealistconsulting.com