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 c...
Agenda Overview
Best Practices in Online Donations
• What’s going on in online giving

• Best practices – overview
• Brick...
Internet use

Online Donations inon a daily basis
• 85% of US adults online 2014:
• 73% does it mean?
Whatare on some type...
Best Practices in Online Donations
• Consider organizational goals
and internal resources
• Payment types and payment
meth...
Organizational Goals and Capabilities
•

Fundraising targets

•

Donor audiences and how to
reach them online

•

In-house...
Payment Types and Methods
•

Major credit cards

•

ACH (direct debit)
•

Cost-effective, less rejected transactions

•

O...
It’s all about the donation form…
•

Is the form:
• Seamlessly integrated?
• Third party redirect?

•

Keep it simple

•

...
Data Security Considerations
•

Is your form secure?

•

PCI Compliance
• How card data is captured, transmitted and
store...
Some Great Resources…

powerofus.salesforcefoundation.org

iATS Payments infographics

IdealWare:
The Landscape of Salesfo...
iATS Payments in 15 seconds or less!
•

World’s leading payment processor
specializing in services for nonprofits

•

9,00...
Behind the Curtain…
Features and Benefits
•

Compatible with the Nonprofit Starter Pack and all editions of Salesforce

•

Integrated Aura pro...
How it All Works Together
Aura in Action
•
•

Step-by-step Aura setup wizard

•

Seamless website integration
• No third party redirect

•

Seattle ...
Aura Connect
•
•

Uses Facebook ‘Canvas Apps’

•

Complete seamless donation form
integration in Facebook

•

Yukon Conser...
Brickwork – iATS Settings
Brickwork – Contact Record
Brickwork – Virtual Terminal
Contact Matching
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 feature...
Q&A
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One Small Step for Fundraising: Online Donations with iATS Payments

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This webinar, co-presented by iATS Payments, covers features and benefits of their Brickwork and Aura apps and best practices for online donations.

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One Small Step for Fundraising: Online Donations with iATS Payments

  1. 1. One small step for fundraising, one giant leap for nonprofits March 5: Online Donations with iATS Payments
  2. 2. 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
  3. 3. Agenda Overview Best Practices in Online Donations • What’s going on in online giving • Best practices – overview • Brickwork and Aura • Resources available • Q&A
  4. 4. 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
  5. 5. 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
  6. 6. 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?
  7. 7. 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?
  8. 8. 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
  9. 9. 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
  10. 10. Some Great Resources… powerofus.salesforcefoundation.org iATS Payments infographics IdealWare: The Landscape of Salesforce for Nonprofits
  11. 11. 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
  12. 12. Behind the Curtain…
  13. 13. 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
  14. 14. How it All Works Together
  15. 15. 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!
  16. 16. 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
  17. 17. Brickwork – iATS Settings
  18. 18. Brickwork – Contact Record
  19. 19. Brickwork – Virtual Terminal
  20. 20. Contact Matching
  21. 21. Recap: How it Works Together
  22. 22. 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
  23. 23. Q&A

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