https://devsummit.aspirationtech.org/index.php?title=Collecting_money_online_and_offline_for_your_efforts&feed=atom&action=historyCollecting money online and offline for your efforts - Revision history2024-03-28T21:19:04ZRevision history for this page on the wikiMediaWiki 1.35.1https://devsummit.aspirationtech.org/index.php?title=Collecting_money_online_and_offline_for_your_efforts&diff=37&oldid=prevVivian: 1 revision imported2015-05-04T23:37:10Z<p>1 revision imported</p>
<p><b>New page</b></p><div>*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<br />
<br />
*there's a need to entice donors, collect the data in one place and get the money in a simple, trusted way<br />
<br />
*PCI compliance is scary<br />
<br />
*recurring payments can be a pain<br />
<br />
<br />
==INTEREST AREAS AND DISCUSSION==<br />
* [http://authorize.net authorize.net] - payment gateway<br />
*good<br />
*batching process. staff enters data in batches --> data verified --> inputted to quickbooks<br />
*monthly donor program required lots of manual labor. getting in front of expiring credit cards. stolen credit cards. following up<br />
with donors.<br />
*crowdfunding campaigns and online payments<br />
*paypal is not automated into CRM<br />
*some systems keep donations more anonymous than we want.<br />
*keeping in front of getting people to renew<br />
*recurring billing<br />
*IPN vs token system<br />
*on site and offsite processors - lines getting blurred<br />
*translating records into bookkeeping. PCI compliance. <br />
*differences in functionality btw services<br />
*collecting money through 3rd party services instead of direct<br />
*want to learn better practices for fundraising <br />
*artists and designers and artisans are always looking for payment mechanisms. practice on some systems before making recommendations.<br />
*fiscal sponsors - challenging to raise money thru the<br />
*subscriptions and memberships to sustain orgs<br />
**what are the painless options<br />
*supporting all the payment options, mostly recurring payments.recommending systems.<br />
** security<br />
** consumer-facing options<br />
** tilt<br />
** not using paypal<br />
** wepay<br />
** stripe<br />
*offline payments<br />
**auctions, events<br />
**square, paypal have on-site swipers<br />
**this can backfire. payment collectors won't share all the info you want + things like why the donation is being made <br />
*asking for more info during donations<br />
**drupal - ecommerce modules<br />
**civi crm does it well<br />
**braintree payments<br />
**stripe<br />
*focused only on transaction. seems to be a trend instead of monthly fees. <br />
*network for good<br />
**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.<br />
**just starting to offer possibility of integrating systems to it<br />
for donor data. <br />
*paypal complaints<br />
**moving to other plans. hard to get data.<br />
**seizing funds, shutting down accts without explanation<br />
*razoo<br />
**you can build your own page and make it fun. incorporates matching funds. good for recurring payments<br />
*tilt<br />
**can get payments as soon as goal is reached<br />
**can set goal to $1<br />
*[http://authorize.net authorize.net] has a reseller network<br />
*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<br />
*rising fees are an issue. fees all of a sudden go up<br />
*trend is to use a bunch of tools<br />
**one tool for giving tuesday (free money)<br />
**attraction of free money/rewards<br />
**but it separates info out into five places<br />
**there is a cost to free money. more complexity in operations. lost info that's not passed on to you.<br />
*Kickstarter takes more fees but is so big that more people find your project<br />
*4-6 hours every other week getting network for good info into internal records<br />
*use the right tools for the specific need<br />
*website front end - entice people<br />
*crm to collect the data in one place<br />
*payment gateway to get the money<br />
*how do you change the culture to make the donor experience seamless?<br />
*being able to talk to support services<br />
*people want to know their data is going to a place they trust<br />
*people want a payment/donation experience that isn't confusing and is as simple as possible<br />
*where can people learn about how to accept payments/donations?<br />
**webinars<br />
**asking people <br />
*old tools aren't good. they're just the best of the worst<br />
*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<br />
*collecting payments in different currencies<br />
**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 <br />
**IATS. says they were founded for nonprofits but are owned by ticketmaster. <br />
*PCI compliance<br />
**data security rules<br />
**you're liable if there's a data breach<br />
**if you take physical credit cards, you have to implement physical security to prevent fraud and theft (of swiper and records)<br />
**must verify that you're not storing credit card info on your servers or there are higher levels of expectations (audits)<br />
**even if you're not storing the credit card info, you may not be in PCI compliance. <br />
*omnipay<br />
**standardized library for pmt gateways<br />
**all you have to do is integrate with them and you integrate with all their payment processors<br />
*puget sound sage did a great fundraising integration. they got real time info, used it for donor outreach, beat their goal by 2.<br />
*recurring payments: <br />
*[http://recurr.ly recurr.ly]<br />
*there's another one that that integrates with stripe and checks for expire credit cards<br />
*recurring echecks ([http://authorize.net authorize.net])</div>Vivian