one small step for fundraising: online donations with iats payments
DESCRIPTION
This webinar, co-presented by iATS Payments, covers features and benefits of their Brickwork and Aura apps and best practices for online donations.TRANSCRIPT
One small step for fundraising, one giant leap for nonprofits
March 5: Online Donations with iATS Payments
IntroductionsIdealist 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 OverviewBest Practices in Online Donations
• What’s going on in online giving
• Best practices – overview
• Brickwork and Aura
• Resources available
• Q&A
Online Donations in 2014:What does it mean?
Sources: Pew Research Center, Blackbaud 2013 Charitable Giving Report
Internet use• 85% of US adults online on a daily basis• 73% are 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
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.orgIdealWare:The Landscape of Salesforce for Nonprofits
iATS Payments infographics
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
1 2
3 4
Aura in Action
• Free with any iATS merchant account
• Step-by-step Aura setup wizard
• Seamless website integration• No third party redirect
• Shopping cart functionality, social sharing features and more!
Seattle Theatre Group, www.stgpresents.org
Aura Connect
• Add-on / complementary product to Aura
• Uses Facebook ‘Canvas Apps’
• Complete seamless donation form integration in Facebook
• Free with iATS merchant account
Yukon Conservative Association, Facebook
Brickwork – iATS Settings
Brickwork – Contact Record
Brickwork – Virtual Terminal
Contact Matching
Recap: How it Works Together
1 2
3 4
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
Q&A