Online Giving

TouchPoint has a number of variations of Online Giving. See each section below for more details about each one.

Set Up Online Giving in TouchPoint

Step 1

Establish a Merchant Account (a company that will process your online transactions) and add the account numbers to your database.

See below for more information about merchant accounts.

Step 2

Go to Manage Funds and set the sort order for the funds you want to make available for online giving.

See below for more information about funds for online giving.

Step 3

Edit the online giving organizations that should be in your database - one for Recurring Giving and one for One-time Giving. There are several settings you should verify. Also, each organization will have sample confirmation email. You just need to personalize each one for your church.

See below for more information about editing the online giving organizations.

You can also create other organizations and post those links as needed for Special Giving or One Page Giving as outlined in the section below regarding the various online giving types.

Videos

We have several very short videos demonstrating how a donor can make a one-time gift, and set up and/or manage their recurring giving online. These demonstrate donors using both options: logging in and giving without logging in.

You can click here to go to the playlist on YouTube

Online Giving Types

For each type of giving below we reference the URL/link to post on your website. Here is how these 2 links appear when you click Try Registration.

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Try Registration

Also, see below for the various options regarding the types of payments you can specify for online giving at your church.

One-Time and Recurring Giving

One-Time Giving

This presents the donor with a list of funds for which he can specify an amount for a one-time gift. See the Fund section below regarding setting up the funds to display for online giving. He will then move to a payment page where he selects the payment type - Credit Card or Bank - and enters his payment information. If you post the normal One-Time Giving link (not the One-Page link) and the donor logs in, he has the option to save his payment information in the vault of the church’s payment processor.

Note

When selecting the link to post on your website, decide which type of form you prefer - either the original form with all the funds displaying at the same time or the one-page giving form that has the funds in a drop-down list that you access by clicking the + Additional Fund link. See below for information regarding one-page giving.

Recurring (Managed) Giving

The Managing Recurring Giving page presents the donor with the same list of funds as for One-Time Giving. See below for more info re the funds. The page will also present scheduling options. Example: Repeat Weekly, every 2 Weeks; or Repeat Monthly, every 1 Month. The giving will start on the date specified by the donor.

If the donor is not logged in, when he clicks the posted link, this will always trigger an email to the donor containing a one-use link. This is for security purposes. When the donor clicks that link in the email, it will take the him to the page to set up (or manage) his recurring giving. He will use this page initially to create his recurring giving, but also when he wants to make a change to his giving.

If the person logs in he will go straight to the management page. Also, he can save his payment information. We recommend encouraging your recurring donors to create an account and save their payment information as it makes managing giving simpler for them.

This management page has a red Stop Recurring Giving button at the bottom of the page if someone needs to end his recurring giving.

Note

For this type of giving you have only one option for the link to post on your website.

Special Giving Funds in a Separate Drop-Down List

Special Giving Funds

This is a feature to add more funds to your normal One-Time and Recurring Giving list. It is a great option if you have a number of individual missionaries or ministries and you want to make those funds available for Online Giving and Managed (Recurring) Giving, but do not want the normal list to be too long. Using this feature, those special funds will display in a drop-down below the normal online giving funds. To use this feature, you assign each of those special funds a sort order number equal to or greater than 100.

Any church can use this feature if they want to make more funds available for online giving, but do not want the main list to get too long.

In this drop-down list, you can begin typing part of a fund name and that fund will display. The donor can then press Tab or Enter and then enter the dollar amount of the gift. You can also click in the drop-down and scroll to find the funds.

Important

Remember, any fund with a sort order of 100 or above will appear on the Online Giving page at the bottom in the drop-down list. This is not the fund ID #; it is the sort order.

If you want a header to display something different than the default (which is Special Giving Funds), your TouchPoint Admin can add the setting SpecialGivingFundsHeader and enter the text you want to display.

Note

If you use the Special Funds option, you will probably want to select the normal URL for One-Time and Recurring types of giving, not the link for One-Page Giving. If so, remember, do not specify a Fund on the Fee tab.

However, if you want to use One-Page Giving, your Special Funds will be in the same drop-down list as the normal funds, not in a separate list. Because funds display using the sort order and these special funds all have a sort order of 100 or greater, all of these Special Funds will display at the bottom of the normal list.

You can click here to view on YouTube a very short video about the Special Funds

One Fund Giving Option

Special One-Fund Giving

This is a one-time type of online giving that does not present the list of funds that are in the online sort for your church. Instead, it allows for donations to only one fund and that fund is specified in the Settings > Fee tab for the organization. This fund does not need a sort order unless you also want it to display along with your normal online giving funds. You can create multiple One-Fund Giving organizations, each with a different fund specified. You can then post those links on the appropriate web pages.

After creating the organization, select the Registration Type of Online Giving on the Registration > Registration tab. On the Registration > Fees tab enter the Fund ID#, but do not check Ask Donation. By entering a Fund ID#, that fund will be presented for the donor.

Caution

Because these Special Giving orgs will have the Registration Type of Online Giving, it is vital that you enter a Fund ID#. Each database can have only one Online Giving org without a Fund ID, and that org is used for normal One-Time Giving that presents a list of funds on the page, not in a drop down list.

Also, make sure that you check Allow Only One on the Registration tab, and that you have an appropriate Confirmation and Online Notify Person.

Don’t Want Fund Drop-Down?

If you are using this type of giving and you do not want the drop-down list of Funds to display below your default Fund, you can control that. Add an Ad Hoc Extra Value to the online giving org. Name it DisableFundsDropdown, make it a Code type and set the value as true.

One-Page Giving

One Page Giving

This is a type of one-time Giving. You can specify a main fund to which donors may give (like you would in Special Giving above), but it will also display a drop down list of all other Funds that have an online sort. You create the normal Online Giving organization (see below). However, if you want, you can specify one fund to display above the drop-down list by entering the fund ID# on the Fee tab.

If you want only one fund to display, see the note above regarding not displaying the drop-down list of Funds when using the One-Page Giving form.

With One Page Giving, everything is on one page for the donor. See the sample One-Page Giving form below. A donor still has the option to Log In and give and they will also stay on that one page.

This type of online giving does function a bit differently from the other types. See the section below regarding existing records without an email address.

Caution

If a person is not in the database and creates a new people record, this form will not ask for Gender, Marital Status, or Date of Birth. This is designed to remove any barriers that a donor who is not already in your database may feel with normal online giving. The normal required fields are First & Last Name, Phone, Email, Street Address, and Zip.

Note

When you select Try Registration you have 2 URLs. Select the URL that contains OnePageGiving to post on your website.

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Sample One-Page Giving Form

Email Address on People Record

As a security feature, anyone trying to give online who has an existing record in the database, but who does not have an email address on his record, will be presented with a message informing him to call the church to update his record before proceeding.

Exception
One Page Giving will not display that message regarding his email. The person will simply see a message that the street address is required and a new record will be created. Of course, these records should be handled as duplicates and merged after someone verifies the donor’s email address and puts it on the record you will retain.

Merchant Account and TransactionGateway Settings

Once you establish a Merchant Account with Sage, TransNational, or Authorize.net (these are the three vendors that will work seamlessly with TouchPoint’s online giving) your TouchPoint System Admin will need to create the following settings in Administration > Setup > Settings.

Important

If you use Sage or TransNational, be sure that they turn on the vault for you. This is what is used for donors to securely store their banking or credit card information.

For Authorize.net
  • The TransactionGateway will be AuthorizeNet
  • x_login and x_tran_key These are codes that the vendor will supply. Enter these where you see Click to Enter and press Enter to accept changes.

Click here to request a quote from Authorize.net.

For Sage Payments
  • The TransactionGateway will be Sage
  • M_ID and M_Key These are codes that the vendor will supply. Enter these where you see Click to Enter and press Enter to accept changes.

Click here to request a quote from Sage.

For TransNational
  • The TransactionGateway will be TransNational
  • TNBPassword and TNBUsername These are codes that the vendor will supply. Enter these where you see Click to Enter and press Enter to accept changes.

Tip

TransNational has a special service for non-profits, including churches. They waive their fees for processing, so you only pay the bank and credit card fees. See My Well Ministry for TransNational’s site for non-profits.

Click here to return to Step 2 above.

Note

If a donor gives online and attempts to make another donation of the same amount within 20 minutes, they will see the following caution message.

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Caution Message

Funds

Determine which Funds you want to make available for online giving and give them a Sort Order as directed below.

Step 1
Go to Administration > Contributions > Management > Fund Management
Step 2
For the Funds that you want available for online giving, enter a number in the Sort column. The numbers will represent the order in which the Funds will display when a person is making either a one-time gift or when they are creating or managing recurring giving. The same list displays for both.

Only add a sort order to those funds you want to display for online giving.

You will probably not want to use all of your active Funds if you have a lot of Funds. We recommend limiting this to about 4 or 5 funds, so the list doesn’t get too long. Remember, if you are using One-Page Giving these funds will display in a drop down list.

Click here to return to Step 3 above.

Closing Funds

Once a Fund has a Status of Closed, even if it had an online giving sort order, it will no longer display in the list of available Funds.

Also, once you close a fund, if a recurring gift has been set up for that Fund, all future transactions involving that Fund will cease. In other words, you will not have money coming out of a person’s account without an open Fund in which to apply it.

Tip

Before closing a Fund that has been available for online giving, it is important that you notify those using Recurring (Managed) Giving and let them know when you will be closing that fund. Give them instructions for updating their Recurring Giving to zero out the amount for the fund you are closing. You can use Search Builder to find those with Managed Giving.

Organizations for Online Giving

Your database should already have an Organization named Online Giving (for donors to make one-time gifts) and another named Recurring Giving (for donors to set up and manage recurring gifts), and they should already have most of the settings you need. However, some settings are specific to your church and you will need to add those.

Note

Please send a Support Request if you do not find these organizations in your database and we can add them for you. Also, after you have verified and made any changes relating to the following settings send another Support Request so that we can help you test this before you make it live.

These are the pertinent settings for those Organizations. Verify and make any changes. Be sure to Save Changes on each tab where you make changes.

Step 1 Registration > Registration Tab

On Registration > Registration tab the Registration Type should be Online Giving for the Online Giving Organization and should be Manage Recurring Giving for Recurring Giving Organization.

Note

If you are using a One-Page or One Fund Giving the Reg Type is also Online Giving. If you have Special Funds, you use the same organizations that you set up for normal One-Time Giving and Recurring Giving.

Also on that Registration > Registration tab, make sure that Allow Only One is checked.

Step 2 Settings > General Tab
On Settings > General tab enter the Phone Number for the person who handles contributions at your church. This number is included in the Confirmation when you use the replacement code {contactphone}
Step 3 Registration > Messages Tab

On Registration > Messages tab select the appropriate Online Notify Person. This should be the person in your Finance Office from whom the confirmation will come and who will also be the Contact person and email address that will display if you use the replacement codes {contact} and {contactemail}.

Tip

You can create a people record and user account for your contributions ministry (Example: Church Contributions) and use that record as the Online Notify Person. Give that record the appropriate email address. You can use either the address for the person handling contributions or a generic address such as Contributions@MyChurch.org that is monitored by that person.

Also on Registration > Messages tab there should already be a Confirmation email. It will contain the replacement codes mentioned above. When you make any changes to the email itself, be sure to click Save for the email body and then Save Changes.

Note

When editing the confirmation email, click Source. You will need to leave the html from ITEM ROW START through ITEM ROW END as it contains some necessary codes.

Step 4
On Settings > Attendance tab make sure there is no Schedule. If there is one, delete it.

Click here to return to Step 4 at the top of the page.

Important

For any of the Special Giving confirmations, use the same confirmation that is on your organization for one-time Online Giving. There is some formatting that must be in the confirmation when the Registration Type is Online Giving. When creating a new organization to use for Special Giving, start on your Online Giving organization, select Organization > Add New Organization and check Copy Settings. The confirmation will be copied to the Messages Settings for your new organization. You will need to set the Registration Type.

Publicizing Online Giving and Recurring Giving

After you have verified the Online Giving Organizations and have tested them, you can post the links for these on your website. Please note the 2 links that are available for one-time giving and use the appropriate one depending on whether you want the one-page form or not.

Here’s how to get the URL (it’s just like all the other online registrations):

Step 1
Go to each of the two Organizations
Step 2
Click Try Registration under Gear > Administration on the Toolbar.
Step 3
Right-click the link and select Copy link address.

Caution

You will be logged on to TouchPoint when you are doing this, of course; so, do not just click the URL.

Step 4
Post each link on your website with the appropriate label, One-Time Gift or Recurring Giving.

Tip

If you want some ideas for what to put on your website regarding online giving you can click here to go to Bellevue’s giving page. There are some links for General Instructions and Frequently Asked Questions.

Communicate Change

If you have been using online giving prior to becoming a TouchPoint client church you may want to check out the article below which contains suggestions and a sample email to send to your current online donors. This article also contains a sample email suitable for sending to all your members, regardless of whether they have given online in the past. Each sample presents a different method for creating your own user account.

Setting Options for Types of Giving

Credit Cards for Online Giving

If your church wants to allow donors to use credit cards for online giving, you do not need to add a setting.

However, if your church does not want to accept credit cards for online giving, your System Admin can add the Setting ID NoCreditCardGiving to the Administration > Setup > Settings and set the value to true.

Debit-Credit Label

If your Merchant Provider allows you to accept only debit cards and bank accounts and not credit cards for all online transactions (not just giving), you can add this Setting named DebitCreditLabel to Admin > Setup > Settings and enter what you want the user to see as the value. You might prefer the label to be Debit Card, instead of the default Debit/Credit Card, if the person will not be able to use a credit card.

Saving Accounts for Online Giving

A savings account normally works seamlessly for online giving. However, some banks have special requirements.

If a Recurring or one-time giving fails and the donor is trying to use a Saving account, and he has verified that the account and routing numbers are correct, it may mean that the account can not participate in ACH transactions. Donors should contact their bank and ask if the bank will allow saving accounts to participate in ACH transactions. The bank may need to flag the account for this type of use. Once the bank does that, the donor can set up his recurring giving using that Saving account and/or make one-time gifts.

Another reason could be that the bank requires notice during the transaction that the donor is using a Saving account instead of a Checking account. We have seen this happen once and have a solution.

The donor will contact you to let you know that his transactions are failing, that he wants to use a Saving account for his giving, and that his bank has told him that they require a flag inside the transaction itself indicating that the account being used is a Saving account.

When this happens, complete these 2 steps.

Step 1

Add this Setting to your database: UseSavingAccounts and make the value true.

See also

Administrative Settings for more about adding Settings.

Step 2

Create an Ad Hoc Extra Value on the donor’s record as indicated here:

  • Go to the specific donor’s people record Profile > Extra Values and then click the Show Ad Hoc Values button.
  • Click the green +Add/Update Extra Value.
  • Select Checkbox as the Type.
  • Enter AchSaving as the Name and select and check the box beside Checkbox Value.
  • Then click Save.

This will embed a flag in ACH transactions made by that person using that account letting the bank know that it is from a Saving account.

If another donor has the same issue, just add the this Ad Hoc Extra Value to his record as well. You will already have the Setting in your database.

Turn off eChecks for Online Giving and Regular Payments

If your church only accepts credit card transactions through one of the authorized merchant account providers listed above, you can disable the “Bank Account” payment option so that it does not appear on the payment page for Online Giving and Online Registrations with fees. This is done by your System Admin in Administration > Setup > Settings. He will add the Setting ID NoEChecksAllowed and set the value to true.

Edit Recurring Giving Notice

TouchPoint has a default Recurring Gift Notice email that a donor will receive each time his recurring giving processes. Your System Admin can edit the email in Administration > Setup > Special Content > HTML Content. The name of the file is name RecurringGiftNotice.

See also

Special Content

What if Online Giving Fails to Run

There may be times when something causes the online giving to fail for a specific church when the automatic process runs each morning. If this happens, we at TouchPoint will be notified via email and will re-run the online giving and notify the church. The rare times we have seen this happen has been when the merchant provider has closed the connection for some reason.

This is not referring to online giving that fails due to a problem with an individual’s account. In those cases, the donor and the online notify person at the church will receive a notice.

Vanco for online giving

If your church uses Vanco for online giving, you can import the file into TouchPoint following the same instruction used for importing a scanned check file from a bank.

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