Blackbaud K-12 User Conference Breakout Session Payment Processing Made Easy for K-12 Schools - Sandra Leturgez and Janet Wittenberg

2. Payment Processing Simplified
Sandra Leturgez
Payment Processing Specialist
Janet Wittenberg
Senior Product Manager, onMessage™

3. Does This Ring a Bell?
1. Your school is paying too much in credit card processing fees.
2. Your parents want payments directly debited from their bank
accounts.
3. Your staff spends hours collecting updated credit card
information and reconciling transactions with bank deposits.
4. Your volunteers can only accept cash payments at events.
5. Your fundraisers generate manual tasks that keep you from
important school business.

4. Agenda
• Tips for integrating credit
card and ACH payments
• Best practices for recurring
payments and credit card
reconciliation
• Options for mobile payment
processing
• New payment technologies

5. INTEGRATING CREDIT CARD
AND ACH PAYMENTS

6. Blackbaud Merchant Services™
A value-added service designed to make payment processing
simple, secure, and affordable for Blackbaud customers

7. K-12 Product Integration
via Online Express Bill Pay™

8. What Sets BBMS Apart?

9. Simple and Affordable
Other Providers BBMS
Visa®/MasterCard®/Discover® 2.1-5% + $0.15-0.35 2.598% + $0.26
American Express® 3.25-5% + $0.15-0.35 2.598% + $0.26
Chargeback Fees $10-25 $15
Cross Border Fees Additional 0.5% $0
Monthly Fees $10-99/Merchant Account $0
Monthly Minimum Fees $20-75/Merchant Account $0
Customer Service/Statement Fees $5-30/Month/Merchant Account $0
Authorization Fees $0.10-0.30/Attempt $0
Batch Fees $0.20-0.35/Batch $0
Setup Fees $25-300/Merchant Account $0
Gateway Fees $20-100/Month + $0.15/Trx. $0
PCI Compliance Fees $75-250/Year $0
Virtual Terminal/Mobile Payments $100/Month $0
Vault/Transaction $20/Month + $0.05/Card/Month $0
Additional Accounts $25-75/Month $0

10. Simple and Affordable
Other Providers BBMS
Simple Application Process
No Contract Contract Required
No Application Lengthy Application
One Provider for All Card Types Separate AmEx Application
Immediate Set Up Available 2 Days - 2 Weeks
Support
Single Provider, End-to-End
Support
No
Fraud Management
Built-in Fraud Management Tools
and Monitoring
Varies by Provider
Premium Fraud Management
Service; Can Be Started/Stopped
as Needed
No

11. Simple and Affordable
Other Providers BBMS
Reconciliation
Visa/MasterCard/Discover/
American Express All Deposited
At Same Time
No
Daily Reconciliation No
Chargeback Support No
Eliminates Double Entry No
PCI Compliance
PCI Questionnaires Eliminated No
No PCI Quarterly Scans No
Gateway and Vaulting Included No

12. Support for ACH/Direct Debit
ACH processing is available in:
• onBoard
• onMessage
• Raiser’s Edge and Raiser’s Edge NXT
• Online Express™
• Online Express Bill Pay for The
Education Edge and Student Billing™
• Blackbaud NetCommunity™

13. RECURRING PAYMENTS AND
CREDIT CARD RECONCILIATION

14. Managing Recurring Payments

15. Keeping Card Data Current
How much time does your staff spend keeping credit card
data current?
• Schools can use the BBMS Credit Card Updater service in Raiser’s Edge to
automatically update credit card data for recurring payments
• Visa, MasterCard, and Discover cards from participating U.S. banks can be
updated each month for:
– New or replacement credit card numbers
– Expiration dates
• Updated credit card data is obtained securely
• Reduces the time your staff spends calling or emailing to request this
information from parents
• $0.30 per updated card or $30 monthly minimum (no charge if no cards are
updated)

16. Reporting and Reconciliation
Blackbaud Merchant Services features detailed reports that
simplify credit card reconciliation
• Disbursement Summary Report
• Disbursement Detail Report
• Daily Transactions Report

17. Disbursement Detail Report

18. Daily Transactions Report

19. Auto Reconciliation
Transactions in Raiser’s Edge are auto-matched with the funds
disbursed, simplifying credit card reconciliation

20. MOBILE PAYMENT PROCESSING

21. Blackbaud MobilePay™
• Available in the US and Canada
• Collect payments at sporting, theater, and other school-related events –
anytime, anywhere

22. Overview
Blackbaud MobilePay is an extended feature of BBMS
• Includes:
– Hardware (credit card reader)
– Software (app for iPhone®, iPad®, or Android™ phone or tablet)

23. Benefits
• Take payments anywhere
• No charge to get started:
Up to two free card readers and free app
• Card data is secure:
Encrypted on swipe and never stored on the phone or
tablet
• Blackbaud OneRATE (no extra fees)
• Immediate, automated email receipting
• Reports include the donor name so payments
can be easily matched to constituents
(when not using RE:Event® app with Blackbaud
MobilePay)
• Funds disbursed with other BBMS transactions

24. Simple Event Management
RE:Event Module and App with
Blackbaud MobilePay
• Take payments from all major credit
cards
• Direct integration for onsite check-in,
registrations, and payments that sync
with your RE database
• Available in the US and Canada
• Requirements
– Raiser’s Edge
– RE:Event module
– RE:Event app 2.0 (for use on iPad)
– Blackbaud MobilePay
– Blackbaud Merchant Services account

25. K-12 Expertise
“The woman who works in our
accounts receivable department used
to spend eight hours a day posting
payment transactions by hand.
Since we’ve moved to online bill pay,
she has cut that time down to two
hours—allowing her to turn her
attention to other tasks.”
Carol Ann Vila
Director of Technology
Belen Jesuit Preparatory School

26. NEW PAYMENT TECHNOLOGIES

27. BBMS Checkout (Mock-Up)
• Easily embed payment form into
a website or application that
works on any device
• Accept recurring/installment
giving/payments
• Enable a digital “wallet”, such as:
• Support single-click payment
• Suggested giving/payments
levels based on analytics and
history
• Continuous optimization via
embedded tracking analytics and
A/B testing (conversion rates, gift
amount, recurring giving sign-up)

28. Secure Payment Form

29. Parent View of Transactions

30. QUESTIONS?

31. Summary
With Blackbaud Merchant Services, you can:
• Provide your school with one, low rate on credit card processing
• Offer parents ACH/direct debit payment options
• Simplify recurring payments, credit card reconciliation, and reporting
• Accept payments anytime, anywhere and on nearly any iPhone, iPad, or
Android phone or tablet
• Eliminate manual data entry tasks associated with fundraisers and other
events
. . .saving your staff time and your school money!

32. FOR MORE INFORMATION:
Visit the Exhibit Hall
Email bbms@blackbaud.com
Go to k12.blackbaud.com/bbms
Be sure to complete the online survey!

33. THANK YOU!