CREATING A DONOR ACCOUNT

Transcription

1 CREATING A DONOR ACCOUNT An Online Giving Accunt shuld be created t have the ability t set-up recurring dnatins, pledges and be able t view and print histry. Setting up an accunt will als allw yu t set-up payment methds that can be used fr future dnatins. An address can nly be used nce per Online Giving URL. Navigate t yur Online Giving URL Click n the Create New Accunt link r the Sign up fr a New Accunt link. The New User Accunt Wizard will appear First Name The first name n yur accunt Last Name This is the last name n the accunt This is the address fr yur accunt. The address can nly be used ne time per URL. This is the that such things as passwrd reset and user ids will be sent. Cnfirm Type the again Address Mst administratrs will key in the rganizatins address when filling in this infrmatin. (Address 2, City/State, and Zip) Phne This is nt required but yu can key in a cntact phne number Click Enter Credentials. 1 P a g e

2 Used ID This must be between 6 and 35 characters and may be alpha numeric and cntain the special characters f!@&*. Passwrd This must be between 8 and 16 characters and may be alpha numeric and cntain the special characters f!@&*. Cnfirm Passwrd Type yur passwrd a secnd time I m nt a rbt (Captcha) This is required and helps the system knw that yu are a human creating an accunt and nt a cmputer. This is fr security purpses that yu will need t slve the puzzle (clicking pictures as instructed). Click the Create Accunt buttn. Yu will receive cnfirmatin that yur accunt has been created. 2 P a g e

3 The registratin prcess allws yu t enter a payment methd at this pint. Yu may als chse N Thanks and the prcess will end. T add a Bank accunt: Bank Name Hw the accunt will shw in Online Giving Bank Accunt Type Savings r Checking Ruting Number The ruting number lcated n the bttm f a check Cnfirm Ruting Number Cnfirmatin t ensure the ruting numbers match Accunt Number The accunt number lcated n the bttm f a check Cnfirm Accunt Number Cnfirmatin t ensure the accunt numbers match Click Create Payment t add the payment methd t yur accunt and cntinue t the next step in the prcess. 3 P a g e

4 T add a Credit Card: Card Number The card number listed n yur credit card. Nte: Yur rganizatins accepted cards are displayed and will be the nly ptins accepted. Expiratin Mnth Drp dwn t select the mnth f yur card expiratin Expiratin Year Drp dwn t select the mnth f yur card expiratin Card Nickname The name yur credit card will appear in the Online Giving System Use Alternate Address Will expand fields t enable yur billing address t be different than the address listed n yur accunt. Click Create Payment t add the payment methd t yur accunt and cntinue t the next step in the prcess. The registratin prcess allws yu t enter gifts at this pint. Yu may als chse N Thanks and the prcess will end. When adding the gift the wizard will cntinue t ppulate the screen with instructins fr the required data. T begin chse a fund. The Gift types will be limited t thse that are allwed fr that specific fund. 4 P a g e

5 One Time Gifts: Amunt The ttal amunt f this gift Date The date this gift is t be given Defray (Only if the payment methd is a credit card) Yes r N Special Intentins If any special intentins are intended with the gift 5 P a g e

6 Recurring Gifts: Amunt The amunt t be given n each recurrence Date The date t start the recurring payments Recurrence Hw ften yu wuld like the gifts t recur. These ptins are limited based n yur rganizatins preferences 6 P a g e

7 Pledge: Pledge Ttal The ttal amunt f the pledge Initial Depsit If yu wuld like t include and initial depsit, Yes r N Depsit Amunt The amunt f yur depsit Depsit Date The date f yur depsit Recurring installment amunt The amunt f yur recurring payment twards the pledge Installment start date Date the installments start Installment recurrence - Hw ften yu wuld like the installments t ccur. These ptins are limited based n yur rganizatins preferences 7 P a g e

8 Each gift has a summary at the bttm detailing the abve infrmatin t allw yu t duble check befre submitting the gift. The registratin prcess is finished after submitting the gift. Yu have the ptin t give anther gift which repeats the abve prcess fr gifts, r g t the Online giving hme page. Yu will receive a cnfirmatin regarding any gifts that are set up. 8 P a g e

9 LOGING INTO ONLINE GIVING Once yu have created yur Online Giving Accunt, yu are nw able t lg int Online Giving. Navigate t yur Online Giving URL Under Lgin User name key in the user name that yu created Passwrd key in the passwrd that yu created Click the Lgin buttn FORGOT USER ID OR PASSWORD Frgt User ID and Passwrd text appears belw the existing user lgin. User ID Click n the wrds User ID A screen will pp pen fr yu t enter yur address that yu used t create yur accunt. Yu will enter the address a secnd time. Click the blue Submit buttn Yu will see a ntificatin that the User ID will be sent t yu. Check yur address fr the User ID. User ID is case sensitive. Passwrd Click n the wrd Passwrd A screen will pp pen fr yu t enter yur address that yu used t create yur accunt. Yu will enter the address a secnd time. Click the blue Submit buttn Yu will see a ntificatin that the Passwrd Reset Link will be sent t yu. Check yur fr the Passwrd Reset Link and click the link in the . If yu cannt click the link, cpy and paste the link int yur brwser. New Passwrd - Enter the passwrd that yu wuld like t use under New Passwrd - This must be between 8 and 16 characters and may be alpha numeric and cntain the special characters f!@&*. The passwrd is case sensitive. Cnfirm Passwrd Enter yur passwrd a secnd time. 9 P a g e

10 Yu will receive the message that yur passwrd has been reset and yu can nw lg in Enter yur User name and Passwrd under Lgin Click the blue Lgin buttn 10 P a g e

11 DONOR HOME PAGE This is the landing page fr peple that lg in as a dnr fr Online Giving. Give a New Gift This is the area that yu will set-up a new dnatin. This is nt the area that yu will change an existing gift. Setting up a new gift des nt verride an existing dnatin. View r Update My Current Gifts This is the area that yu will view the gifts that yu currently have scheduled t cme ut in the future. Yu will als be able t change yur dnatins that yu have set-up in Online Giving. Add r Update My Payment Methds This is the area that yu will add a payment methd r update r change an existing methd. View r Update My Persnal Infrmatin This is the area that yu will update r change yur persnal infrmatin. View My Giving Histry & Tax Infrmatin This is the area that yu will view past dnatins r print reprts such as a printut fr tax purpses. My Recent Gifts This area shws yu the mst recent dnatins. Menu Bar Hme This link will take yu back t this hme page frm any page. Manage My Accunt This link will give yu a drpdwn list that will take yu t additinal pages Sign Out Buttn This buttn will lg yu ut f yur Online Giving Accunt. 11 P a g e

12 GIVE A NEW GIFT This is the page that yu will set-up a new dnatin. If yu want t edit yur dnatin, yu will need t change them under the My Current Gifts page. Yu will have t have a payment methd n file t make a dnatin. If yu need t enter a payment methd, please navigate t the My Payment Methds page. Lcate the fund that yu wuld like t dnate t. The names f the funds are bld and have the gift icn next t them. The descriptin and instructins fr the fund will be in the text belw the fund name. Click the arrw next t the Select Gift Type bx t chse hw yu will be dnating t that cllectin. Yur rganizatin will select the ptins during set-up. Thse ptins culd include any f the fllwing: Recurring One Time Pledge Once yu have selected the gift type, fllw the instructins belw fr the type yu have selected. 12 P a g e

13 RECURRING DONATIONS This gift type is used t make dnatins t a fund that yu want t happen ver and ver again. This is used fr church supprt, ffertry, and even Christmas Offerings. This type f dnatin will nt end until yu stp the dnatin r yur rganizatin ends the cllectin. **Please remember that yu need t g t the My Current Gifts page t change an existing dnatin. Setting up a new dnatin WILL NOT replace the existing ne. Amunt Enter the amunt that yu wuld like t dnate. Frequency Select the frequency f the dnatin that yu are setting up. Optins are determined by the rganizatin that yu are dnating t. Optins that culd be included: Weekly Bi-Weekly Mnthly Quarterly Twice a Year - every 6 mnths Yearly *If yu wuld like t dnate twice a mnth, yu will need t set-up tw separate mnthly dnatins. (Example wuld be the 1 st and 15 th f the mnth.) Start Date Enter the date that yu wuld like the dnatin t start. Accunt Select the bank accunt r credit cards that yu wuld like t use. Remain Annymus This shuld be checked t keep yur gift annymus t thers. Cancel Gift Click this buttn t remve the infrmatin that yu have keyed in fr this fund. Once yu have entered all the infrmatin in fr all the funds that yu wuld like t dnate t, click the green next buttn. Please see Submitting Dnatins n instructins n hw t submit yur dnatins. 13 P a g e

14 ONE TIME DONATIONS This gift type will have the dnatin cme ut nly ne time. One time ptins are used fr thse cllectins that happen at different times each year r if yu wuld like t make different dnatin amunts each week/mnth. This ptin can als be used t make-up missed dnatins. Amunt Enter the amunt that yu wuld like t dnate. Date Enter the date that yu wuld like the dnatin t prcess. Accunt Select the bank accunt r credit cards that yu wuld like t use. Defray - Yu will see the ptin t add $3.00 t ffset csts if paying by credit card. This is an ptinal item and will nly be seen by dnrs using the ne time ptin using yur credit card. Special Intentins Use this bx t give yur rganizatin infrmatin that they have requested fr this fund. Remain Annymus This shuld be checked t keep yur gift annymus t thers. Cancel Gift Click this buttn t remve the infrmatin that yu have keyed in fr this fund. Once yu have entered all the infrmatin in fr all the funds that yu wuld like t dnate t, click the green next buttn. Please see Submitting Dnatins n instructins n hw t submit yur dnatins. 14 P a g e

15 PLEDGE DONATIONS This payment type is used t make a pledge f a dnatin and then make payments n that dnatin until it is fulfilled. This payment type is used fr capital campaigns, building funds, stewardship fferings and tuitin t name a few. PLEDGE CALCULATOR This is a feature that can be used t help determine yur pledge amunt r yur payments. This des nt have t be used if yu knw the payment amunt and ttal pledge that yu wuld like t dnate. Use Pledge Calculatr Yu can click this buttn t use the pledge calculatr t assist yu with determining yur pledge amunt r yur payments. Installment Amunt use this ptin t determine the payment amunt Calculate Make sure the Installment Amunt is selected fr this ptin. Pledge Ttal Type in the ttal amunt yu wuld like t dnate. Initial Depsit Check this bx if yu wuld like t make an initial depsit. This is nt required and yu can make payments withut this. If yu chse t make an initial depsit, yu will get tw additinal fields t pp up. Of Key in the amunt f the initial depsit On Key in the date that yu wuld like t make this initial depsit. Frequency Select the frequency f the dnatin that yu are setting up. Optins are determined by the rganizatin that yu are dnating t. Optins that culd be included: Weekly Bi-Weekly Mnthly Quarterly Twice a Year - every 6 mnths Yearly *If yu wuld like t dnate twice a mnth, yu will need t set-up tw separate mnthly dnatins. (Example wuld be the 1 st and 15 th f the mnth.) 15 P a g e

16 Starting On Enter the date that yu wuld like the dnatin t start prcessing. Ending Enter the date that yu wuld like the dnatin t end n. Installment Amunt They system has calculate this as the amunt that yu wuld need t pay t fulfill yur dnatin. Click the green Cnfirm buttn t accept the instalment amunt Click the Cancel buttn t exist the calculatr *Yu may adjust the dates and amunts t cme up with the instalment amunt that will wrk fr yur dnatin. Pledge Ttal use this ptin t determine the pledge ttal when yu knw the payment methd that yu wuld like t use. Calculate Make sure the Pledge Ttal Amunt is selected fr this ptin. Installment Amunt Type in the payment amunt yu wuld like t dnate. Frequency Select the frequency f the dnatin that yu are setting up. Optins are determined by the rganizatin that yu are dnating t. Optins that culd be included: Weekly Bi-Weekly Mnthly Quarterly Twice a Year - every 6 mnths Yearly *If yu wuld like t dnate twice a mnth, yu will need t set-up tw separate mnthly dnatins. (Example wuld be the 1 st and 15 th f the mnth.) Starting On Enter the date that yu wuld like the dnatin t start prcessing. Ending Enter the date that yu wuld like the dnatin t end n. Fund End Date Yu can select the date the rganizatin has selected as the end date fr the fund Other Yu will select the date that yu wuld like the dnatin t stp Initial Depsit Check this bx if yu wuld like t make an initial depsit. This is nt required and yu can make payments withut this. 16 P a g e

17 Balance t be Scheduled This bx will nly appear if yu select the ptin f initial depsit. This amunt will be the ttal amunt f yur instalments befre the initial depsit. If yu chse t make an initial depsit, yu will get tw additinal fields t pp up. Of Key in the amunt f the initial depsit On Key in the date that yu wuld like t make this initial depsit Pledge Ttal This amunt is the calculated ttal pledge amunt Click the green Cnfirm buttn t accept the instalment amunt Click the Cancel buttn t exist the calculatr *Yu may adjust the dates and amunts t cme up with the instalment amunt that will wrk fr yur dnatin. In yu click cnfirm, it will ppulate yur pledge and instalment amunts. COMPLETEING PLEDGE If yu used the pledge calculatr, sme f the fields will be ppulated. If yu did nt use the pledge calculatr, yu will need t ppulate all the fields manually. Pledge Ttal This is the ttal amunt f yur pledge I wuld like t make an Initial Depsit This is checked nly if yu want t make an initial depsit. Yu will see the fllwing fields nly if yu check this bx: Of Key in the amunt f the initial depsit On Key in the date that yu wuld like t make this initial depsit Using Select yur payment methd that yu wuld like t use fr the initial depsit 17 P a g e

18 Balance t be Scheduled This bx will nly appear if yu select the ptin f initial depsit. This amunt will be the ttal amunt f yur instalments befre the initial depsit. Installment Amunt Type in the payment amunt yu wuld like t dnate. Starting On Enter the date that yu wuld like the dnatin t start prcessing. Frequency Select the frequency f the dnatin that yu are setting up. Optins are determined by the rganizatin that yu are dnating t. Optins that culd be included: Weekly Bi-Weekly Mnthly Quarterly Twice a Year - every 6 mnths Yearly *If yu wuld like t dnate twice a mnth, yu will need t set-up tw separate mnthly dnatins. (Example wuld be the 1 st and 15 th f the mnth.) Using Select yur payment methd that yu wuld like t use fr installments Select Organizatin This bx will nly appear if yur rganizatin has this feature turned n. Yu will have text in frnt f the bx explaining what they wuld like yu t select. Remain Annymus This shuld be checked t keep yur gift annymus t thers. Cancel Gift Click this buttn t remve the infrmatin that yu have keyed in fr this fund. Once yu have entered all the infrmatin in fr all the funds that yu wuld like t dnate t, click the green next buttn. Please see Submitting Dnatins n instructins n hw t submit yur dnatins. SUBMITTING DONATIONS Once yu have cmpleted all the required infrmatin n the Give Page fr each fund that yu wuld like t dnate t, fllw the directins belw. Click the green Next buttn 18 P a g e

19 If yu wuld like t start ver, click the Clear Gifts buttn Cnfirm Giving This is the summary f yur dnatins that yu are abut t submit. Yur gifts have nt been submitted until yu click the cnfirm buttn. Make sure that all f the dnatins that yu have set-up are crrect. If yu need t make changes, click the back buttn Once everything is crrect, click the green Submit buttn Yu will get a page that has the message that Yur Gift(s) Have Been Prcessed Yu can print this page r click finish yu will als receive an cnfirmatin. 19 P a g e

20 VIEW OR UPDATE MY CURRENT GIFTS This is the area that yu change yur dnatins that yu have set-up in the future. Yu can srt the clumns by clicking n the clumn titles in blue. Name This is the name f the fund that yu are dnating t Gift Type This is the type f gift yu are giving One Time Pledge Recurring Frequency This is the frequency f the dnatin One Time Weekly Bi-Weekly Mnthly Quarterly Twice a Year - every 6 mnths Yearly Status This is the status f this dnatin Active dnatins will prcess as scheduled Suspended dnatins in this status have stpped due t yu stpping them r a failed payment methd. Next Gift Date This is the next gift date fr this fund. It culd be in the past if the fund had been suspended. Next Gift Amunt This is the amunt that is scheduled t cme ut with the next dnatin. Pledge This is the ttal pledge amunt and will nly cntain infrmatin if the Gift Type is pledge. Edit Click this buttn t edit yur gift. Yu can als click n the fund name. 20 P a g e

21 ADD OR UPDATE MY PAYMENT METHODS This is the page that yu will add a new payment methd r edit an existing ne. Yu will want t edit an existing methd if yu have active dnatins already set-up in the system. The active dnatins will autmatically be tied t the updated payment methd. ADD NEW PAYMENT METHOD CREDIT CARD Click Add Credit Card This page will pen Accepted Cards The cards that are accepted will be pictured here. If the card is nt pictured, yur rganizatin des nt accept it. Visa MasterCard Discver American Express Card Name This is the name that appears with the last fur digits f yur accunt number in reprts and when setting up yur dnatins. Many peple will use the name f the card Visa, Discver r Chase, Capital One and s n. Card Number This is the lcatin that yu will enter yur cmplete card number. 21 P a g e

22 If yu are editing yur payment methd fr any reasn, yu will need t reenter the entire credit card number. Expiratin Date This is the mnth and year yur card expires. Yu will need t select the Mnth and year frm the drp dwn list. Billing Address Yu nly need t enter this infrmatin if the address that yu used n yur accunt is nt the same address as yu have registered with yur credit card. Click the gray bx enter the fllwing infrmatin that is registered with yur credit card cmpany. Phne Number Address 1 Address 2 City State Pstal Cde Security Check This is required and helps the system knw that yu are a human creating an accunt and nt a cmputer. This is fr security purpses that yu will need t slve the puzzle (clicking pictures as instructed). Click the green Save buttn BANK ACCOUNT Click Add Bank Accunt This page will pen Bank Name This is the name that appears in reprts and when setting up yur dnatins. Many peple will use the name f the bank PNC, Chase, Jint and s n. Bank Accunt Type Checking, Savings Ruting Number This is the lcatin that yu will enter yur cmplete ruting number. If yu are editing yur payment methd fr any reasn, yu will need t reenter the entire ruting number. Cnfirm Ruting Number Cnfirmatin f the ruting number Accunt Number This is the lcatin that yu will enter yur cmplete accunt number. If yu are editing yur payment methd fr any reasn, yu will need t reenter the entire accunt number. Cnfirm Accunt Number Cnfirmatin f the accunt number 22 P a g e

23 Emter the cde This is required and helps the system knw that yu are a human creating an accunt and nt a cmputer. This is fr security purpses that yu will need t slve the puzzle (clicking pictures as instructed). Click the green Save buttn 23 P a g e

24 MY PERSONAL INFORMATION This is the page that yu will edit yur cntact infrmatin, mailing address r change yur passwrd. Clicking pens the windws as seen belw: 24 P a g e

25 MY GIVING HISTORY This page displays yur giving histry brken dwn by fund. Yu are at a glance able t see yur Year t Date (YTD) and ttal given histry. Clicking a fund name will expand all f yur gifts given t that particular fund Clicking system. allws yu t print either a summary r full detail reprt frm the Online Giving 25 P a g e

26 Yu will need a PDF viewer t print the reprt Start Date The date yu wuld like the reprt t start End Date The date yu wuld like the reprt t end Reprt Type - The type f reprt yu wuld like t print Summary Reprt Similar t the giving histry snap sht ver the perid defined. This prints an verall summary f yur giving Full Detail Reprt (Tax Purpses) Prvides a breakdwn f all gifts given t what funds ver the time perid defined Only Shw Tax Deductible Gifts When clicked the reprts will be filtered t nly shw gifts that are tax deductible. 26 P a g e