Increase online fundraising

I want to:

• Obtain an Internet merchant account
• Add a general donation form to my website
• Add a monthly donation form to my website
• Add a donation form to my website including In Memory/In Honour/Tribute sections
• Accept wireless online donations
• Stage an online auction
• Allow donors to send ecards - online messages or postcards
• Email a regular or update notice to a donor email list
• Accept cash donations online

Obtain an Internet merchant account
Contact your existing financial institution or acquirer and ask them for a quote. An Internet merchant account - gives you permission to accept online credit card transactions. The application process is similar to that of opening a line of credit. There are also companies that can issue a "third party" merchant account - this is the most expensive option and should only be considered if your bank or acquirer turn you down. We can recommend low-cost third party providers - please contact us for details.

Add a general donation form to my website
The main component of online fundraising. Every charity and not-for-profit should consider setting up a donation form and then concentrate on driving existing and new donors to give online. An online donation form is fully customizable to match the current look and feel of your website. Hosted securely. Email and onscreen notifications. Campaign designations can be added. Simply link the URL given to a "donate online" button on your website. An Internet merchant account is required.

Add a monthly donation form to my website
A customized donation form will allow your donors to sign up for monthly giving programs using either their credit cards or direct withdrawal from their bank accounts.

Donor information is handled in the following ways:

• via encrypted email sent to the charity or not-for-profit
• automatically uploaded to our recurring batch processing program which processes the transaction on a recurring monthly/annual basis
• Automatically uploaded to a secure area where the information can be downloaded

Add a donation form to my website including In Memory/In Honour/Tribute sections
Allow your donors to give on behalf or in memory of others. Set up as a stand alone donation form(s) or combine into a general donation form.

Accept wireless online donations
Wireless donation forms give you the ability to expand locations without the expense of a wired infrastructure. This makes it more convenient to raise funds in door-to-door or event type situations. You would need to lease/purchase a wireless device with airtime in order to utilize a wireless donation form. Wireless devices that can be used range from a cellphone with a credit card reader attachment to large PDA's that could include a printer roll attachment.

Stage an online auction
Online auction software comes in a basic version that can be customized exclusively for your donor or membership base. The software has a back office administrative feature that allows someone from your organization to upload all auction items and set auction times. There is even an online payment form available for auction winners to pay for their winning bids.

Allow donors to send ecards - online messages or postcards
eCards will let your donors encourage their friends to visit your site and donate. This product can work on it's own or in combination with your donation form.

Email a regular or update notice to an opt-in donor email list
An automated email list serve program allows easy management of "opt-in" email lists. You simply send your email to the address provided and the program takes care of mailings and unsubscribe functions.

Accept cash donations online using INTERAC^® Online
Donation forms can be enabled to offer a donate by cash option through Interac.

Decrease administrative costs

• Start using electronic tax receipts and decrease the use of manually issued receipts
• Have my monthly donor's credit cards charged automatically without charging manually
• Process telephone donations immediately online
• A customized donation relationship management program
• Add or change donation forms inhouse by using a donor form management system
• Streamline donor support functions

Start using electronic tax receipts and decrease the use of manually issued receipts
With our IRS and CRA approved etax receipting program, most charities can reduce their cost per donation from a $2.00 industry standard to only $.50 per online donation (may vary depending on the charity).The donor will receive the etax receipt as a PDF file attached to their donation confirmation email. PDF files can be read with Adobe Acrobat which is available as a free download from Adobe.com

Have my monthly donor's credit cards charged automatically without manual intervention
Our Charity Batch program can generate a database of recurring credit card transactions through a web-based software application. These transactions process automatically according to the schedule that is set up. The interface is user-friendly and creates browser-based reports. When monthly donations are combined with the batch program - donors can sign up for monthly donations and you can begin processing their donations in a seamless and hassle free manner. Charities and Not-for-Profits can realize the following benefits:

• Less manpower resources to continually re-key credit card data for recurring transactions
• Less errors - transactions will continue to process with the same data once keyed in
• Better record keeping as management reports are built into the software
• Sensitive data can be kept within one secure and encrypted application
• Email notification to monthly donors in advance of their credit card expiry date

Process telephone donations immediately online
A virtual terminal will allow you to process a donation while you are on the phone with the donor. It can even send a thank you letter and an ereceipt to the donor if they provide you with a valid email address. If you are involved in high volume, live operator assisted donations/pledges you may be interested in our call center software . This software will authorize, process and manage credit card transactions online. The operator simply enters the credit card information into an online form. Immediately after performing the transaction the operator receives an approval or decline response. If the card is declined, the agent can ask for another card and still complete a sale. This software comes with a data download reports feature.

A customized donation relationship management program
Our experienced programmers can create a custom database for your entire donor or membership management needs.

Add or change donation forms inhouse by using a donor form management system
The Donation Form Management System allows charities and not-for-profits to customize/create online donation forms without compromising online security. This particular system fits a charity or not-for-profit that wants in-house ability to modify donation form components on an ongoing basis.

• Some of the functionality includes: Adding/deleting/ordering campaign designations
• Changing the look and feel of the forms by adding new html and artwork
• Add/ change various text areas on the donation form
• Change gift array amounts
• Add new donation forms for specific campaigns
• Change thank you letter text

Streamline donor support functions
The Donor Management System provides charities and not-for-profits with the ongoing ability to manage their flow of online donations. This system streamlines the donor support functions including updating donor information, ease of issuing and management of tax receipts as well as statistical reporting.

• Some of the functionality includes: Search donation records for a particular donation or donor by a variety of parameters
• Correct and update data before generating replacement tax receipts
• Generate replacement tax receipts that can be printed and mailed
• Handle donor, donation and tax receipt queries quickly and efficiently
• View general donation statistics
• Data download functionality for spreadsheet creation or upload to another database application
• Allow the donor to update personal information through access to a personal donor area
• Allow the donor to add/edit information for recurring donations - amounts, recurring date and credit card information

Reduce concerns regarding security of online applications

• Protect my donor's personal data
• Find a secure place to host my website
• My bank or acquirer requires a compliance audit certificate

Protect my donor's personal data
A lot of organizations with an internet presence continue to wrongly assume that their information is secure. We can assure you that from our experience security is more the exception than the rule. How can you tell if the provider you are dealing with is secure. Simply have them provide you with the details of their most recent security audit. With newly enacted privacy laws recently passed you shouldn't take chances with personal information - there are serious legal consequences involved.

A secure place to host my website
Our organization and its web and payment hosting servers and systems have been certified under the PCI(Payment Card Industry) Data Security Standard. Our audit report is available for viewing.

My bank or acquirer requires a compliance audit certificate
PCI (Payment Card Industry) Data Security Standard requires that all merchants using an Internet merchant account be audited under PCI standards. Currently financial institutions and acquirers are phasing this program in. If your organization has been told to obtain a "compliance certificate" you will need to be audited under PCI standards. Thru our association with CN Wylie Group and SPIGuard Security Solutions we are able to bring you the ability to obtain your compliance certificate and all your other online fundraising needs in one place.

Sell products and/or services online

• Add a shopping cart to my website
• Program a customized shopping cart

Add a shopping cart to my website
Shopping cart software will allow you to sell products and subscriptions directly from your website. It is a database program that displays your inventory and connects to a real time payment system in order that products may be instantly purchased. Click here for more information on our secure shopping cart

Program a customized shopping cart
The use of a customized shopping cart on your web site can allow for more functionality than what you would find with an off-the-shelf version.

Stage a successful event

• Take online registrations for a golf tournament and dinner
• Take online registrations for our annual event(s)
• Event management system for walks, runs or any other type of event

Take online registrations for a golf tournament and dinner
CharityGolf can help streamline the administration of charity golf tournaments. This software allows individual or team registrations with individual registration having the opportunity to specify individuals or a team they would like to participate with. CharityGolf has a full reporting feature that will show team and individual registrations. Combine CharityGolf with our e-tax Receipting package and approved e-tax receipts can be immediately be sent for that portion of the registration fee that is eligible for a tax receipt.

Take online registrations for annual event(s)
CharityReg allows your donors or members to register for special events, conferences, meetings or courses securely online. We can combine options to have members pay their yearly membership dues and pay for conference registrations or course fees all on the same form, yet provide detailed reporting to ensure accuracy for all your planning needs.

Event management system for walks, runs or any other type of event
Do you run special event fundraisers like walks, runs, stair climbs or any type of event that participants need to raise pledges or donations in advance? CharityPledge will allow this to be done online. Participants will be able to register for the event online, then send all their friends, family members or co-workers automated email messages describing the event and providing a dedicated link to a secure donation form where donations will be tracked to the specific participant. Participants and event organizers will also be able to log in and check to see who has or has not supported their participation thus far.

Click here to review our ePhilanthropy Programme!

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