One small step for fundraising, one giant leap for nonprofits

March 5: Online Donations with iATS Payments

IntroductionsIdealist Consulting strives to advance social responsibility through thoughtful and approachable technical consulting.

• Top-rated on the AppExchange• Over 700 Salesforce implementations• Certified B Corp

iATS Payments focuses exclusively on providing payment processing products and services to the nonprofit community.

• 9,000 nonprofit clients worldwide• Credit card and ACH (direct debit) processing• Released first version of Brickwork on the Salesforce

AppExchange in 2010

Agenda OverviewBest Practices in Online Donations

• What’s going on in online giving

• Best practices – overview

• Brickwork and Aura

• Resources available

• Q&A

Online Donations in 2014:What does it mean?

Sources: Pew Research Center, Blackbaud 2013 Charitable Giving Report

Internet use• 85% of US adults online on a daily basis• 73% are on some type of social media

Giving Trends• Overall giving increased by 4.9% in 2013

Online Giving• Online donations increased by 13.5% in

2013 vs. 2012• Accounted for 6.4% of all giving in 2013

Best Practices in Online Donations

• Consider organizational goals and internal resources

• Payment types and payment methods for donations

• Online donation forms

• Have a plan for data security

Organizational Goals and Capabilities• Fundraising targets

• Donor audiences and how to reach them online

• In-house webmaster or technical support expertise

• Budget for solution customization or implementation

• How to manage data on an ongoing basis?

Payment Types and Methods

• Major credit cards

• ACH (direct debit)• Cost-effective, less rejected transactions

• One-time gifts

• Recurring (sustaining) or monthly gifts?• Automated transaction processing or

manual?

• Event or off-site payment processing needs?

It’s all about the donation form…

• Is the form:• Seamlessly integrated? • Third party redirect?

• Keep it simple

• Focus on transparency• Where are the funds going?

• Responsive design considerations

• Make security front and center

Data Security Considerations

• Is your form secure?

• PCI Compliance• How card data is captured, transmitted

and stored

• Offline and online donation processing

• Critical to ensure adherence to industry standards

• Possible actions to take to prevent credit card fraud

Some Great Resources…

powerofus.salesforcefoundation.orgIdealWare:The Landscape of Salesforce for Nonprofits

iATS Payments infographics

iATS Payments in 15 seconds or less!

• World’s leading payment processor specializing in services for nonprofits

• 9,000 clients in North America, UK and Europe

• iATS products:• Brickwork• Aura• Aura Connect (*new!)

• Single/recurring credit card and ACH

Behind the Curtain…

Features and Benefits• Compatible with the Nonprofit Starter Pack and all editions of

Salesforce

• Integrated Aura products provide online and Facebook donation forms

• Limited or no customization required

• Integration with both ‘Payments’ and ‘Recurring Donation’ objects

• Integration with “Auctions for Salesforce” app by DJH Consulting

• Advanced contact matching

• Option for no ‘opportunity’ or ‘donation’ object creation

How it All Works Together

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Aura in Action

• Free with any iATS merchant account

• Step-by-step Aura setup wizard

• Seamless website integration• No third party redirect

• Shopping cart functionality, social sharing features and more!

Seattle Theatre Group, www.stgpresents.org

Aura Connect

• Add-on / complementary product to Aura

• Uses Facebook ‘Canvas Apps’

• Complete seamless donation form integration in Facebook

• Free with iATS merchant account

Yukon Conservative Association, Facebook

Brickwork – iATS Settings

Brickwork – Contact Record

Brickwork – Virtual Terminal

Contact Matching

Recap: How it Works Together

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Are these tools for you?

• You want a more flexible solution

• You want to do it yourself

• You fully use the features in the Nonprofit Starter Pack

• You appreciate hands-on help and support by phone or email

• You fundraise or process payments internationally

Q&A