CREATING A DONOR ACCOUNT

Transcription

1 CREATING A DONOR ACCOUNT An Online Giving Accunt shuld be created t have the ability t set-up recurring dnatins, pledges and be able t view and print histry. Setting up an accunt will als allw yu t set-up payment methds that can be used fr future dnatins. An address can nly be used nce per Online Giving URL. Navigate t yur Online Giving URL Click n the Create New Accunt link r the Sign up fr a New Accunt link. The New User Accunt Registratin page will appear Create yur Used ID This must be between 6 and 35 characters and may be alpha numeric and cntain the special characters f!@&*. Create yur Passwrd This must be between 8 and 16 characters and may be alpha numeric and cntain the special characters f!@&*. Cnfirm Passwrd Type yur passwrd a secnd time Registratin Cde Yu will nt enter anything int this field. This is nly used when creating an administratr lgin First Name The first name n yur accunt Last Name This is the last name n the accunt This is the address fr yur accunt. The address can nly be used ne time per URL. This is the that such things as passwrd reset and user ids will be sent. Cnfirm Type the again Phne This is nt required but yu can key in a cntact phne number Address Mst administratrs will key in the rganizatins address when filling in this infrmatin. (Address 2, City/State, and Zip) Captcha This is required and helps the system knw that yu are a human creating an accunt and nt a cmputer. This is fr security purpses that yu will need t enter this cde. If yu cannt read the cde, click the relad buttn fr a new cde. Click the Submit buttn The New User Accunt Registratin page will pp up Yu must nw validate the accunt by ging t yur and clicking the link t activate the Online Giving Accunt. Yu will nt be able t lg int Online Giving until yu click the link in yur . Smetimes the will g t yur spam r junk flders. If yu d nt get this . Please cntact tech supprt at Optin 4 fr a new . 1 P age

2 LOGING INTO ONLINE GIVING Once yu have created and activated yur Online Giving Accunt. Yu are nw able t lg int Online Giving. Navigate t yur Online Giving URL Under Existing Giver User name key in the user name that yu created Passwrd key in the passwrd that yu created Click the Lg in buttn FORGOT USER ID OR PASSWORD Frgt User ID and Passwrd text appears belw the existing user lgin. User ID Click n the wrds User ID A screen will pp pen fr yu t enter yur address that yu used t create yur accunt. Yu will enter the address a secnd time. Click the blue Submit buttn Yu will see a ntificatin that the User ID will be sent t yu. Check yur address fr the User ID. User ID is case sensitive. Passwrd Click n the wrd Passwrd A screen will pp pen fr yu t enter yur address that yu used t create yur accunt. Yu will enter the address a secnd time. Click the blue Submit buttn Yu will see a ntificatin that the Passwrd Reset Link will be sent t yu. Check yur fr the Passwrd Reset Link and click the link in the . If yu cannt click the link, cpy and paste the link int yur brwser. New Passwrd - Enter the passwrd that yu wuld like t use under New Passwrd - This must be between 8 and 16 characters and may be alpha numeric and cntain the special characters f!@&*. The passwrd is case sensitive. Cnfirm Passwrd Enter yur passwrd a secnd time. 2 P age

3 Yu will receive the message that yur passwrd has been reset and yu can nw lg in Enter yur User name and Passwrd under Existing Giver Click the blue Lg in buttn 3 P age

4 DONOR HOME PAGE This is the landing page fr peple that lg in as a dnr fr Online Giving. Give a New Gift This is the area that yu will set-up a new dnatin. This is nt the area that yu will change an existing gift. Setting up a new gift des nt verride an existing dnatin. View r Update My Current Gifts This is the area that yu will view the gifts that yu currently have scheduled t cme ut in the future. Yu will als be able t change yur dnatins that yu have set-up in Online Giving. Add r Update My Payment Methds This is the area that yu will add a payment methd r update r change an existing methd. View r Update My Persnal Infrmatin This is the area that yu will update r change yur persnal infrmatin. View My Giving Histry & Tax Infrmatin This is the area that yu will view past dnatins r print reprts such as a printut fr tax purpses. My Recent Gifts This area shws yu the mst recent dnatins. Sign Out This buttn will sign yu ut f Online Giving Menu Bar Hme This link will take yu back t this hme page frm any page. Manage My Accunt This link will give yu a drpdwn list that will take yu t additinal pages Blue Sign Out Buttn This buttn will lg yu ut f yur Online Giving Accunt. 4 P age

5 GIVE A NEW GIFT This is the page that yu will set-up a new dnatin. If yu want t edit yur dnatin, yu will need t change them under the My Current Gifts page. Yu will have t have a payment methd n file t make a dnatin. If yu need t enter a payment methd, please navigate t the My Payment Methds page. Lcate the fund that yu wuld like t dnate t. The names f the funds are bld and have the gift icn next t them. The descriptin and instructins fr the fund will be in the text belw the fund name. Click the arrw next t the Select Gift Type bx t chse hw yu will be dnating t that cllectin. Yur rganizatin will select the ptins during set-up. Thse ptins culd include any f the fllwing: Recurring One Time Pledge Once yu have selected the gift type, fllw the instructins belw fr the type yu have selected. 5 P age

6 RECURRING DONATIONS This gift type is used t make dnatins t a fund that yu want t happen ver and ver again. This is used fr church supprt, ffertry, and even Christmas Offerings. This type f dnatin will nt end until yu stp the dnatin r yur rganizatin ends the cllectin. **Please remember that yu need t g t the My Current Gifts page t change an existing dnatin. Setting up a new dnatin will nt replace the existing ne. Amunt Enter the amunt that yu wuld like t dnate. Frequency Select the frequency f the dnatin that yu are setting up. Optins are determined by the rganizatin that yu are dnating t. Optins that culd be included: Weekly Bi-Weekly Mnthly Quarterly Twice a Year - every 6 mnths Yearly *If yu wuld like t dnate twice a mnth, yu will need t set-up tw separate mnthly dnatins. (Example wuld be the 1 st and 15 th f the mnth.) Date Enter the date that yu wuld like the dnatin t prcess. Accunt Select the bank accunt r credit cards that yu wuld like t use. Remain Annymus This shuld be checked t keep yur gift annymus t thers. Cancel Gift Click this buttn t remve the infrmatin that yu have keyed in fr this fund. Once yu have entered all the infrmatin in fr all the funds that yu wuld like t dnate t, click the green next buttn. Please see Submitting Dnatins n instructins n hw t submit yur dnatins. 6 P age

7 ONE TIME DONATIONS This gift type will have the dnatin cme ut nly ne time. One time ptins are used fr thse cllectins that happen at different times each year r if yu wuld like t make different dnatin amunts each week/mnth. This ptin can als be used t make-up missed dnatins. Amunt Enter the amunt that yu wuld like t dnate. Date Enter the date that yu wuld like the dnatin t prcess. Accunt Select the bank accunt r credit cards that yu wuld like t use. Special Intentins Use this bx t give yur rganizatin infrmatin that they have requested fr this fund. Remain Annymus This shuld be checked t keep yur gift annymus t thers. Cancel Gift Click this buttn t remve the infrmatin that yu have keyed in fr this fund. * Yu may see the ptin t add $3.00 t ffset csts if paying by credit card. This is an ptinal item and will nly be seen by dnrs using the ne time ptin using yur credit card. Once yu have entered all the infrmatin in fr all the funds that yu wuld like t dnate t, click the green next buttn. Please see Submitting Dnatins n instructins n hw t submit yur dnatins. 7 P age

8 PLEDGE DONATIONS This payment type is used t make a pledge f a dnatin and then make payments n that dnatin until it is fulfilled. This payment type is used fr capital campaigns, building funds, stewardship fferings and tuitin t name a few. PLEDGE CALCULATOR This is a feature that can be used t help determine yur pledge amunt r yur payments. This des nt have t be used if yu knw the payment amunt and ttal pledge that yu wuld like t dnate. Use Pledge Calculatr Yu can click this buttn t use the pledge calculatr t assist yu with determining yur pledge amunt r yur payments. Installment Amunt use this ptin t determine the payment amunt Calculate Make sure the Installment Amunt is selected fr this ptin. Pledge Amunt Type in the ttal amunt yu wuld like t dnate. Initial Depsit Check this bx if yu wuld like t make an initial depsit. This is nt required and yu can make payments withut this. If yu chse t make an initial depsit, yu will get tw additinal fields t pp up. Of Key in the amunt f the initial depsit On Key in the date that yu wuld like t make this initial depsit. Frequency Select the frequency f the dnatin that yu are setting up. Optins are determined by the rganizatin that yu are dnating t. Optins that culd be included: Weekly Bi-Weekly Mnthly Quarterly Twice a Year - every 6 mnths Yearly *If yu wuld like t dnate twice a mnth, yu will need t set-up tw separate mnthly dnatins. (Example wuld be the 1 st and 15 th f the mnth.) 8 P age

9 Starting On Enter the date that yu wuld like the dnatin t start prcessing. Ending On Enter the date that yu wuld like the dnatin t end n. Installment Amunt They system has calculate this as the amunt that yu wuld need t pay t fulfill yur dnatin. Click the green Cnfirm buttn t accept the instalment amunt Click the Cancel buttn t exist the calculatr *Yu may adjust the dates and amunts t cme up with the instalment amunt that will wrk fr yur dnatin. Pledge Ttal use this ptin t determine the pledge ttal when yu knw the payment methd that yu wuld like t use. Calculate Make sure the Pledge Ttal Amunt is selected fr this ptin. Instalment Amunt Type in the payment amunt yu wuld like t dnate. Frequency Select the frequency f the dnatin that yu are setting up. Optins are determined by the rganizatin that yu are dnating t. Optins that culd be included: Weekly Bi-Weekly Mnthly Quarterly Twice a Year - every 6 mnths Yearly *If yu wuld like t dnate twice a mnth, yu will need t set-up tw separate mnthly dnatins. (Example wuld be the 1 st and 15 th f the mnth.) Starting On Enter the date that yu wuld like the dnatin t start prcessing. Ending Enter the date that yu wuld like the dnatin t end n. Fund End Date Yu can select the date the rganizatin has selected as the end date fr the fund Other Yu will select the date that yu wuld like the dnatin t stp Initial Depsit Check this bx if yu wuld like t make an initial depsit. This is nt required and yu can make payments withut this. Balance t be Scheduled This bx will nly appear if yu select the ptin f initial depsit. This amunt will be the ttal amunt f yur 9 P age

10 instalments befre the initial depsit. If yu chse t make an initial depsit, yu will get tw additinal fields t pp up. Of Key in the amunt f the initial depsit On Key in the date that yu wuld like t make this initial depsit Pledge Ttal This amunt is the calculated ttal pledge amunt Click the green Cnfirm buttn t accept the instalment amunt Click the Cancel buttn t exist the calculatr *Yu may adjust the dates and amunts t cme up with the instalment amunt that will wrk fr yur dnatin. In yu click cnfirm, it will ppulate yur pledge and instalment amunts. COMPLETEING PLEDGE If yu used the pledge calculatr, sme f the fields will be ppulated. If yu did nt use the pledge calculatr, yu will need t ppulate all the fields manually. Pledge Ttal This is the ttal amunt f yur pledge I wuld like t make an Initial Depsit This is checked nly if yu want t make an initial depsit. Yu will see the fllwing fields nly if yu check this bx: Of Key in the amunt f the initial depsit On Key in the date that yu wuld like t make this initial depsit Using Select yur payment methd that yu wuld like t use fr the initial depsit Balance t be Scheduled This bx will nly appear if yu select the ptin f initial depsit. This amunt will be the ttal amunt f yur instalments befre the initial depsit. Instalment Amunt Type in the payment amunt yu wuld like t dnate. Starting On Enter the date that yu wuld like the dnatin t start prcessing. 10 P age

11 Frequency Select the frequency f the dnatin that yu are setting up. Optins are determined by the rganizatin that yu are dnating t. Optins that culd be included: Weekly Bi-Weekly Mnthly Quarterly Twice a Year - every 6 mnths Yearly *If yu wuld like t dnate twice a mnth, yu will need t set-up tw separate mnthly dnatins. (Example wuld be the 1 st and 15 th f the mnth.) Using Select yur payment methd that yu wuld like t use fr installments Select Organizatin This bx will nly appear if yur rganizatin has this feature turned n. Yu will have text in frnt f the bx explaining what they wuld like yu t select. Remain Annymus This shuld be checked t keep yur gift annymus t thers. Cancel Gift Click this buttn t remve the infrmatin that yu have keyed in fr this fund. Once yu have entered all the infrmatin in fr all the funds that yu wuld like t dnate t, click the green next buttn. Please see Submitting Dnatins n instructins n hw t submit yur dnatins. SUBMITTING DONATIONS Once yu have cmpleted all the required infrmatin n the Give Page fr each fund that yu wuld like t dnate t, fllw the directins belw. Click the green Next buttn If yu wuld like t start ver, click the Clear Gifts buttn 11 P age

12 Cnfirm Giving This is the summary f yur dnatins that yu are abut t submit. Yur gifts have nt been submitted until yu click the cnfirm buttn. Make sure that all f the dnatins that yu have set-up are crrect. If yu need t make changes, click the back buttn Once everything is crrect, click the green Submit buttn Yu will get a page that has the message that Yur Gift(s) Have Been Prcessed Yu can print this page r click finish yu will als receive an cnfirmatin. 12 P age

13 VIEW OR UPDATE MY CURRENT GIFTS This is the area that yu change yur dnatins that yu have set-up in the future. Yu can srt the clumns by clicking n the clumn titles in blue. Name This is the name f the fund that yu are dnating t Gift Type This is the type f gift yu are giving One Time Pledge Recurring Frequency This is the frequency f the dnatin One Time Weekly Bi-Weekly Mnthly Quarterly Twice a Year - every 6 mnths Yearly Status This is the status f this dnatin Active dnatins will prcess as scheduled Suspended dnatins in this status have stpped due t yu stpping them r a failed payment methd. Next Gift Date This is the next gift date fr this fund. It culd be in the past if the fund had been suspended. Next Gift Amunt This is the amunt that is scheduled t cme ut with the next dnatin. Pledge This is the ttal pledge amunt and will nly cntain infrmatin if the Gift Type is pledge. Edit Click this buttn t edit yur gift. Yu can als click n the fund name. 13 P age