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Marc W. Halpert  e-giving  e-giving  2011 May not be reproduced without consent Use Technology  to Improve  Your NonProfi...
Online Donations are a  Cooperative  Effort <ul><li>Additional page to your existing website  </li></ul><ul><ul><li>Your w...
Marketing online donations <ul><li>Tell your highly effective story online </li></ul><ul><li>Make donating convenient and ...
From donor POV <ul><li>Must be easy to navigate </li></ul><ul><li>Open 24x7x365 </li></ul><ul><li>Secure  </li></ul><ul><l...
Gateway <ul><li>PCI-compliant/secure connectivity between donor input and authorization of the payment </li></ul><ul><li>A...
<ul><li>single  donation category </li></ul><ul><li>open donation amount  </li></ul><ul><li>onetime  donation?  </li></ul>...
BRONZE
 
 
 
SILVER
GOLD
 
 
 
GOLD
GOLD
Quick Response Code (QRC) <ul><li>Very valuable to connect to webbased of information in a single snapshot. </li></ul><ul>...
Focus: Our online donation cart <ul><li>Many tailored designs are available  </li></ul><ul><ul><li>We own the code and can...
Focus: What’s in it for you? <ul><li>Lower cost of accepting credit cards </li></ul><ul><li>Addition of accepting checks o...
Next steps: Typical Implementation Plan (draft) <ul><li>Review last 3 months’ credit card statements for ways to save you ...
Needed to supplement apps <ul><li>Copy of last 3 months’ credit card statements </li></ul><ul><li>Copy of 501c3 </li></ul>...
Training and support <ul><li>We train you, repeat as needed </li></ul><ul><li>You always can contact us by cell or office ...
Marc W. Halpert Managing Partner e-giving PO Box 320048  Fairfield, CT 06825-0048 phone 203.373.0875  e-fax 203.549.0406 y...
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Egivingoverviewmay11

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overview of online donation services by e-giving

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  • (c) e-giving division of Your Best Interest LLC 2009 Marc W. Halpert 203.373.0875 ybillc@optonline.net
  • (c) e-giving division of Your Best Interest LLC 2009 Marc W. Halpert 203.373.0875 ybillc@optonline.net
  • (c) e-giving division of Your Best Interest LLC 2009 Marc W. Halpert 203.373.0875 ybillc@optonline.net
  • (c) e-giving division of Your Best Interest LLC 2009 Marc W. Halpert 203.373.0875 ybillc@optonline.net
  • (c) e-giving division of Your Best Interest LLC 2009 Marc W. Halpert 203.373.0875 ybillc@optonline.net
  • (c) e-giving division of Your Best Interest LLC 2009 Marc W. Halpert 203.373.0875 ybillc@optonline.net
  • (c) e-giving division of Your Best Interest LLC 2009 Marc W. Halpert 203.373.0875 ybillc@optonline.net
  • (c) e-giving division of Your Best Interest LLC 2009 Marc W. Halpert 203.373.0875 ybillc@optonline.net
  • (c) e-giving division of Your Best Interest LLC 2009 Marc W. Halpert 203.373.0875 ybillc@optonline.net
  • (c) e-giving division of Your Best Interest LLC 2009 Marc W. Halpert 203.373.0875 ybillc@optonline.net
  • (c) e-giving division of Your Best Interest LLC 2009 Marc W. Halpert 203.373.0875 ybillc@optonline.net
  • (c) e-giving division of Your Best Interest LLC 2009 Marc W. Halpert 203.373.0875 ybillc@optonline.net
  • (c) e-giving division of Your Best Interest LLC 2009 Marc W. Halpert 203.373.0875 ybillc@optonline.net
  • (c) e-giving division of Your Best Interest LLC 2009 Marc W. Halpert 203.373.0875 ybillc@optonline.net
  • (c) e-giving division of Your Best Interest LLC 2009 Marc W. Halpert 203.373.0875 ybillc@optonline.net
  • (c) e-giving division of Your Best Interest LLC 2009 Marc W. Halpert 203.373.0875 ybillc@optonline.net
  • (c) e-giving division of Your Best Interest LLC 2009 Marc W. Halpert 203.373.0875 ybillc@optonline.net
  • (c) e-giving division of Your Best Interest LLC 2009 Marc W. Halpert 203.373.0875 ybillc@optonline.net
  • (c) e-giving division of Your Best Interest LLC 2009 Marc W. Halpert 203.373.0875 ybillc@optonline.net
  • (c) e-giving division of Your Best Interest LLC 2009 Marc W. Halpert 203.373.0875 ybillc@optonline.net
  • (c) e-giving division of Your Best Interest LLC 2009 Marc W. Halpert 203.373.0875 ybillc@optonline.net
  • (c) e-giving division of Your Best Interest LLC 2009 Marc W. Halpert 203.373.0875 ybillc@optonline.net
  • (c) e-giving division of Your Best Interest LLC 2009 Marc W. Halpert 203.373.0875 ybillc@optonline.net
  • Transcript of "Egivingoverviewmay11"

    1. 1. Marc W. Halpert e-giving  e-giving 2011 May not be reproduced without consent Use Technology to Improve Your NonProfit Organization’s Donations
    2. 2. Online Donations are a Cooperative Effort <ul><li>Additional page to your existing website </li></ul><ul><ul><li>Your webdesigner maintains control </li></ul></ul><ul><li>Our technology and security dedication </li></ul><ul><li>Your established tools to use for enhanced marketing </li></ul><ul><ul><li>Your look and feel, your story compels them to donate </li></ul></ul>
    3. 3. Marketing online donations <ul><li>Tell your highly effective story online </li></ul><ul><li>Make donating convenient and user-friendly </li></ul><ul><ul><li>Clearly mark where to click to get to the online donation page </li></ul></ul><ul><li>The payment pages must be secure, using 128 bit SSL </li></ul><ul><ul><li>Share our SSL certificate, don’t buy one </li></ul></ul><ul><li>Both you and donor get email acknowledgement; reinforces appreciation </li></ul>
    4. 4. From donor POV <ul><li>Must be easy to navigate </li></ul><ul><li>Open 24x7x365 </li></ul><ul><li>Secure </li></ul><ul><li>Must allow donor to choose </li></ul><ul><ul><li>credit card or e-check </li></ul></ul><ul><ul><li>one time or recurring payment(s) </li></ul></ul><ul><li>Immediate email acknowledgement </li></ul>
    5. 5. Gateway <ul><li>PCI-compliant/secure connectivity between donor input and authorization of the payment </li></ul><ul><li>Also connects e-commerce shopping cart to payment processors </li></ul><ul><li>Historical database of all transactions </li></ul><ul><li>One time payments </li></ul><ul><li>Optional recurring payment schedule </li></ul><ul><li>Optional e-checks, connects processing of check data to banking system </li></ul>
    6. 6. <ul><li>single donation category </li></ul><ul><li>open donation amount </li></ul><ul><li>onetime donation? </li></ul><ul><li>Bronze </li></ul><ul><li>single donation category </li></ul><ul><li>open donation amount </li></ul><ul><li>onetime or recurring donation? </li></ul><ul><li>Silver </li></ul><ul><li>more than 1 donation category </li></ul><ul><li>multiple events and products </li></ul><ul><li>one-time and recurring donations? </li></ul><ul><li>Gold </li></ul>Bronze, Silver, Gold or Platinum? BRONZE SILVER GOLD
    7. 7. BRONZE
    8. 11. SILVER
    9. 12. GOLD
    10. 16. GOLD
    11. 17. GOLD
    12. 18. Quick Response Code (QRC) <ul><li>Very valuable to connect to webbased of information in a single snapshot. </li></ul><ul><li>Consumers are becoming accustomed to scanning them with their smartphones; getting an immediate connection to a donation payment page on your website.   </li></ul><ul><li>Free add-on at all levels </li></ul>
    13. 19. Focus: Our online donation cart <ul><li>Many tailored designs are available </li></ul><ul><ul><li>We own the code and can make custom changes </li></ul></ul><ul><li>Our technology can improve encashment time and reduce administration </li></ul><ul><ul><li>Better cash flow (our mantra) </li></ul></ul><ul><li>Continuous improvement is key to successful fundraising </li></ul><ul><li>Donors will appreciate new technology to better the organization </li></ul><ul><li>Peace of mind and security go hand-in-hand </li></ul>
    14. 20. Focus: What’s in it for you? <ul><li>Lower cost of accepting credit cards </li></ul><ul><li>Addition of accepting checks online at lower cost than credit cards </li></ul><ul><li>Customized donation cart </li></ul><ul><li>Tested and seamless cart before launch </li></ul><ul><li>You make changes to the cart as needed </li></ul><ul><li>World-class customer service </li></ul><ul><li>Ongoing support and development </li></ul>
    15. 21. Next steps: Typical Implementation Plan (draft) <ul><li>Review last 3 months’ credit card statements for ways to save you money </li></ul><ul><ul><li>Visa/MasterCard </li></ul></ul><ul><ul><li>AMEX </li></ul></ul><ul><ul><li>Discover </li></ul></ul><ul><li>Analyze, produce spreadsheet and annualize savings </li></ul><ul><li>Proposal </li></ul><ul><li>Application for United Bank Card merchant accounts </li></ul><ul><li>Application for gateway and online checks on BankServ </li></ul><ul><ul><li>Time elapsed: about 1 week </li></ul></ul><ul><li>Involve Geoff Geertsen from G-carts in design of new online donation cart </li></ul><ul><li>IDs and passwords distributed </li></ul><ul><li>Test of all functions </li></ul><ul><li>Training </li></ul><ul><li>Launch new online donations cart as part of marketing campaign to donor base </li></ul><ul><li>Close existing merchant accounts </li></ul><ul><li>First month (and thereafter as long as needed) customer support as new services cycle through your accounting and donor database management </li></ul><ul><li>Time elapsed: less than 3 weeks </li></ul>
    16. 22. Needed to supplement apps <ul><li>Copy of last 3 months’ credit card statements </li></ul><ul><li>Copy of 501c3 </li></ul><ul><li>Front page of 990 </li></ul><ul><li>Copy of voided check </li></ul><ul><li>Copy of signer’s drivers license </li></ul><ul><li>Copy of front page of last 3 months’ bank statements-in lieu of personal guarantee </li></ul>
    17. 23. Training and support <ul><li>We train you, repeat as needed </li></ul><ul><li>You always can contact us by cell or office number for questions </li></ul><ul><li>In first month there are always questions and you will find the rhythm of how this works </li></ul><ul><li>Continuous access to me with improvements over time </li></ul><ul><li>Seasonal account “freeze” saves monthly fees </li></ul>
    18. 24. Marc W. Halpert Managing Partner e-giving PO Box 320048 Fairfield, CT 06825-0048 phone 203.373.0875 e-fax 203.549.0406 ybillc@optonline.net www.linkedin.com/in/marchalpert www.yourbestinterestonline.com/egiving Challenge us. We have the tools.
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