Collecting money online and offline for your efforts

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  • KEY TAKEAWAYS you can use multiple payment tools, but then your data is in a bunch of places and you may not even get all your donor data
  • there's a need to entice donors, collect the data in one place and get the money in a simple, trusted way
  • PCI compliance is scary
  • recurring payments can be a pain


INTEREST AREAS AND DISCUSSION

  • authorize.net - payment gateway
  • good
  • batching process. staff enters data in batches --> data verified --> inputted to quickbooks
  • monthly donor program required lots of manual labor. getting in front of expiring credit cards. stolen credit cards. following up

with donors.

  • crowdfunding campaigns and online payments
  • paypal is not automated into CRM
  • some systems keep donations more anonymous than we want.
  • keeping in front of getting people to renew
  • recurring billing
  • IPN vs token system
  • on site and offsite processors - lines getting blurred
  • translating records into bookkeeping. PCI compliance.
  • differences in functionality btw services
  • collecting money through 3rd party services instead of direct
  • want to learn better practices for fundraising
  • artists and designers and artisans are always looking for payment mechanisms. practice on some systems before making recommendations.
  • fiscal sponsors - challenging to raise money thru the
  • subscriptions and memberships to sustain orgs
    • what are the painless options
  • supporting all the payment options, mostly recurring payments.recommending systems.
    • security
    • consumer-facing options
    • tilt
    • not using paypal
    • wepay
    • stripe
  • offline payments
    • auctions, events
    • square, paypal have on-site swipers
    • this can backfire. payment collectors won't share all the info you want + things like why the donation is being made
  • asking for more info during donations
    • drupal - ecommerce modules
    • civi crm does it well
    • braintree payments
    • stripe
  • focused only on transaction. seems to be a trend instead of monthly fees.
  • network for good
    • lets you paste a donate button on your website. they handle donations. they've contracted with the payment gateway. no monthly fee but higher transaction fees.
    • just starting to offer possibility of integrating systems to it

for donor data.

  • paypal complaints
    • moving to other plans. hard to get data.
    • seizing funds, shutting down accts without explanation
  • razoo
    • you can build your own page and make it fun. incorporates matching funds. good for recurring payments
  • tilt
    • can get payments as soon as goal is reached
    • can set goal to $1
  • authorize.net has a reseller network
  • you have a rep who knows you, who can help solve problems. can get someone on the phone who doesn't work for authorize but has leverage with them
  • rising fees are an issue. fees all of a sudden go up
  • trend is to use a bunch of tools
    • one tool for giving tuesday (free money)
    • attraction of free money/rewards
    • but it separates info out into five places
    • there is a cost to free money. more complexity in operations. lost info that's not passed on to you.
  • Kickstarter takes more fees but is so big that more people find your project
  • 4-6 hours every other week getting network for good info into internal records
  • use the right tools for the specific need
  • website front end - entice people
  • crm to collect the data in one place
  • payment gateway to get the money
  • how do you change the culture to make the donor experience seamless?
  • being able to talk to support services
  • people want to know their data is going to a place they trust
  • people want a payment/donation experience that isn't confusing and is as simple as possible
  • where can people learn about how to accept payments/donations?
    • webinars
    • asking people
  • old tools aren't good. they're just the best of the worst
  • language how do I collect donations/payments in my donors' native language? drupal or civi crm does language well. ask for what you need. ateways may not do multiple languages well
  • collecting payments in different currencies
    • newer companies limited (right now) because of credit card regulations throughout the world. can get money from overseas but there will be foreign transaction fees
    • IATS. says they were founded for nonprofits but are owned by ticketmaster.
  • PCI compliance
    • data security rules
    • you're liable if there's a data breach
    • if you take physical credit cards, you have to implement physical security to prevent fraud and theft (of swiper and records)
    • must verify that you're not storing credit card info on your servers or there are higher levels of expectations (audits)
    • even if you're not storing the credit card info, you may not be in PCI compliance.
  • omnipay
    • standardized library for pmt gateways
    • all you have to do is integrate with them and you integrate with all their payment processors
  • puget sound sage did a great fundraising integration. they got real time info, used it for donor outreach, beat their goal by 2.
  • recurring payments:
  • recurr.ly
  • there's another one that that integrates with stripe and checks for expire credit cards
  • recurring echecks (authorize.net)