Online Giving Overview

Online Giving in TouchPoint offers great flexibility in configuring giving pages for a variety of needs. Below are listed some of the features available, followed by a video introduction.

Important

This article is an overview of the great, new giving features we will soon be making available. Visit the page again for updates and for links to future articles still under construction.

A Look at the New Features

Overview of Features

  • One page can provide donors with the opportunity to make pledges, one-time gifts, or set up recurring giving schedules, with the ability to switch from one giving type to another while retaining information they have already entered.

  • Multiple giving pages can be configured, each with the funds and other options you specify.

  • A default giving page can be specified or, if your church has multiple campuses, a default for each campus.

  • As part of setting up giving pages, you can define descriptive URLs for each.

  • Giving pages can be custom branded by means of a shell (just as with registrations).

  • There are editable email templates for donor notification of the following events:

    • One-time gift
    • Online pledge
    • Recurring setup
    • Recurring gift made
    • Recurring gift failure
    • Recurring gift hits its end date
    • Deletion of recurring giving schedule
  • Funds used on giving pages can be configured to allow Notes so that donors can enter memorials or instructions.

  • Funds used on giving pages can also be configured to allow an end date for recurring gifts.

  • Donors can make a one-time gift without logging in or can log in via several methods:

    • Security code sent to email address
    • Security code sent to phone (requires Twilio integration)
    • Traditional user name and password
  • Donors can set up multiple recurring schedules.

  • Donors can save multiple payment methods and, when making or scheduling a gift, can select from a list of saved payment methods.

  • There are several options for frequency of recurring gifts:

    • Weekly
    • Biweekly
    • Semi-monthly
    • Monthly
    • Quarterly
    • Annually

    The first four are available by default, although the biweekly and semi-monthly options can be hidden. The remaining two – quarterly and annually – can optionally be enabled.

  • Online giving can be configured to allow donors to cover the processing fees, which can be set for card and for eft by administration settings.

  • Minimum and maximum gifts can be configured so that donors are not allowed to make gifts under the minimum or over the maximum.

  • Each giving page can be configured to display a pledge summary at the bottom of the page.

  • With URL controls for giving pages, you can preset the selected type (pledge, one-time, recurring), fund, and amount.

  • Additionally, special links for use in email and SMS can also preset these three options.


For instructions on setting up the new Giving Pages, see Online Giving Setup.



Latest Update 10/21/2020

Moved video to top; added note that Twilio integration is required for signing in with a security code sent to phone

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