Online Giving

TouchPoint’s 6 types of online giving

One-Time Giving
This presents the donor with a list of funds to which he can specify an amount for a one-time gift. He will then enter his payment information. If he is logged in, he has the option to save his payment information.
Recurring (Managed) Giving
This also presents the donor with the same list of funds as for One-Time Giving. The page will also present scheduling options. Example: Repeat Weekly, every 2 Weeks; or Repeat Monthly, every 1 Month; etc. starting on/after 12/1/2014. If the donor does not log in, he will always be sent a one-use link that will take him to the page to set up / manage his recurring giving. The management page has a Stop Recurring Giving button if someone needs to end his recurring giving.
Special Giving Funds
This is a variation of normal One Time and Recurring Giving. It uses the normal URLs for those types of giving. The difference is that you can add some extra Funds that are presented differently from the normal ones. This list of special funds is collapsed in a drop down and do not display until the donor either begins typing the name of the fund, or clicks the menu and scrolls through the funds. See Special Giving Funds below.
Special Giving
This is a one-time type of one time 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. You will see 2 URLs when you select Try Registration. Select the top link, not the one containing the words OnePageGiving. See Special Giving below and image displaying the 2 URLs.
One Page Giving

This is a type of one time Special Giving, in that you specify one fund to which donors may give, so it is set up the same way as Special Giving. However, you post a different URL. With One Page Giving, everything is on one page for the donor. A donor still has the option to Log In and give. However, if a person has to create a new 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. When you select Try Registration you have 2 URLs. Select the URL that contains OnePageGiving. See One Page Giving below and image displaying the 2 URLs available.

If you choose to Log In, you will no longer be on the one-page giving form, as that is designed for use just when someone cannot log in and is designed to make the process extremely simple for them. Instead, you will see the page to enter the amount you wish to donate to that one fund.

One Page Giving Variation - Logged in Goes to Multi-Fund Giving

If you want to present One Page Giving to those without user accounts but would like your normal givers to log in and be presented with the normal One-Time Giving page, we have an option for that.

  • Set up your One Page Giving as described above using your main giving fund
  • Add an integer type of ad hoc Extra Value to the org and name it LoggedInOrgId
  • Enter the org ID# for your normal Online Giving as the value for th Extra Value
  • Publish the link for the One Page Giving org and you get the best of both worlds – simple, streamlined One Page Giving for new donors, and normal giving for your frequent donors that have user accounts.
  • NOTE: This does require that you have a normal One-Time Giving org set up and that you assign a sort order to the funds you want presented for those that log in.

Note

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. The person will be asked for his address and a new record will be created. These records should be merged if the second one is a duplicate.

Set Up Online Giving in TouchPoint

  1. Establish a Merchant Account
  2. Add the account numbers to your database
  3. Manage your Funds in order in order to display the funds you want to make available online giving.
  4. Edit the Recurring Giving and One-time Giving organizations in your database, including the Messages tab where you put the Confirmation.
  5. Post 2 links on your church’s website: one for One-Time Giving and one for Recurring Giving.
  6. Post any other links as needed for Special Giving or One Page Giving, when you are advertising giving toward one specific fund.

Keep reading for instructions relating to the above-mentioned items.

Merchant Account and TransactionGateway Settings

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

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.

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.
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.
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.

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.

See also

Settings

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.

  • Go to Administration > Contributions > Management > Fund Management
  • 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.
  • You will probably not want to use all of your active Funds if you have a lot of Funds. We advise limiting this to about 4 or 5 funds, so the list doesn’t get too long.

Important

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, you could, as a courtesy, notify those using Recurring (Managed) Giving and let them know when you will be closing that fund. You can use Search Builder to find those with Managed Giving.

Videos

We have several short videos demonstrating how a donor can make a one-time gift, and set up /manage recurring giving online. These show both logging on or just finding their record.

You can click here to go to the playlist on YouTube

Special Online Giving Funds

If your church has funds for a number of individual missionaries or ministries and you want to make those funds available for Online Giving and Managed (Recurring) Giving, and have them display in a drop-down below the normal online giving funds, you can assign those funds a sort order number equal to or greater than 100.

Basically, 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.

Funds with the online sort number 100 and above, will display under the normal online giving funds, in a drop-down menu. If you begin typing part of a fund name, that fund will display. The donor can then press Tab or Enter and then enter the dollar amount of the gift.

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, your TouchPoint Admin can add the setting SpecialGivingFundsHeader and enter the text you want to display.

We have a very short video showing how these funds display for the donor.

You can click here to go view the video on YouTube

See also

Settings

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.

  • 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.

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

  • 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}

  • 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 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.

  • On Registration > Messages tab there should already be a Confirmation email. It will contain the replacement codes mentioned above. If you make any changes to the email itself, be sure to click Save 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.

  • On Settings > Attendance tab make sure there is not Schedule. If there is one, delete it.

Special Giving and One Page Giving

You can also create extra organizations to use when you want to raise funds for something special, such as Thanksgiving baskets or the Gideons, for example.

After creating the organization, select the Registration Type of Online Giving on the Registration > Registration tab. Then enter the Fund ID# on the Registration > Fees tab, but do not check Ask Donation. By entering a Fund ID#, that one 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 this org is used for normal One-Time Giving that presents a list of funds.

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

Decide if you want this to use the One-Page Giving or the normal giving process. Select the correct link based on the type of registration you want to use.

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URLs for Special Giving and One Page Giving

Post the link on your website like you would for any online registration.

Important

For these 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. If you start on your Online Giving organization, then select Organization > Add New Organization and check Copy Settings, the necessary confirmation will be copied to the Messages Settings for your new organization.

Note

If you use One Page Giving, you may create a message to display at the top of the page. Enter this on the Registration > Messages tab in the Submit instructions.

Click here to watch this short video demonstrating One Page Giving.

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.

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

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

Caution

You will be logged on to TouchPoint; so do not just click the URL.

  • Post each link on your website with the appropriate label, One-Time Gift or Recurring Giving.
  • The donor will have an option to Save Payment Information. This is not saved on the TouchPoint servers, but in the ‘vault’ of the merchant provider.

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.

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Bellevue’s Online Giving links

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.

Vanco for online giving

If your church uses Vanco for online giving, you can import the file into TouchPoint.

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, 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.

See also

Settings

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

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.

See also

Settings

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.

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