Baylor Bear Foundation DonorNet Online Giving Instructions

Transcription

1 Baylor Bear Foundation DonorNet Online Giving Instructions All donors, current and new, must sign up for an online account on DonorNet. The following instructions should help guide all current and new donors through this process and also provide other helpful tips. For assistance, contact the Baylor Bear Foundation, , or send us an , The Bear Foundation office is open Monday through Friday, 8:30 a.m. through 5:00 p.m. Instruction For: Page # Sign-Up for a New Account Current Donors...2 First-Time Donors Manage Your Account Edit Account Information Change Username/Password Manage Your Giving Make a Donation..16 Set up a Payment Plan.. 18 Submit a New Donation...20 Complete Donation Summary..23 Switch to Baylor Athletic Ticket Office Online Account..24 1

2 Sign-Up an Online Account: Current Donors: To begin, go to baylor.donornetpac.com or click on DonorNet on Once you are on the DonorNet front page, click on I am an existing Bear Foundation Member under the First Time Here? text. 2

3 After clicking on I am an existing Bear Foundation member you will be taken to the screen below At this point, enter your AD/Donor Number (Advantage Bear Foundation Number) provided previously through your Bear Foundation as well as your primary on file with the Bear Foundation. (PLEASE NOTE: Your Bear Foundation Donor account number may be different than your Baylor Athletic Ticket Office account number as well as a different than what you use on your Ticket Office account number) If you do not know your AD/Donor Number, follow the Click Here button to the right of the login to have your number ed to you. You can also find out your Customer Number and/or by calling our office at , or by sending an to BBF_Online@baylor.edu 3

4 Once you have successfully entered your Bear Foundation AD/ Donor Number and address, you will receive further instructions via Clink on the link provided in the and it should take you to the screen shown below Enter a username and password of your choice that you can easily remember and then click Submit at the bottom 4

5 Once you have submitted your username and password, you will be taken to the page shown below. You should receive a confirmation indicating your DonorNet account has been successfully activated. You are now able to manage your account online. 5

6 First-time Donors: Set up an online account. To begin, go to Baylor.donornet.com or click on DonorNet at Once you are on the DonorNet front page, click on I want to become a Bear Foundation Member 6

7 After clicking I want to become a Bear Foundation Member you will be taken to the screen below. Enter your preferred address and click Submit. 7

8 After clicking Submit you will be taken to the following page You will need to fill in the contact information for your account (The more information you fill in, the better) 8

9 First you will need to select if the account type is an Individual or Business account. Then enter a username and password of your choice that you can easily remember so you are able to access your account in the future. Fill out all fields marked with an asterisk, as well as any additional information you would like to include. 9

10 Once you have filled in all of your information, click Create your account on the bottom right-hand corner of the page. If you decide you would like to use a different address, click on Go back to change you address on the bottom left-hand corner of the page. 10

11 Once you have successfully created your DonorNet account you will be directed to the following page. To get to your DonorNet account homepage, click the very first tab titled Your Account You will now be able to edit your account information and as well as make a donation. 11

12 Manage Your Account: Edit Account Information: From the page titled Your Account you are able to make any necessary changes to your account information. If you need to update your address, phone number, , etc., click the pencil on the right-hand side of the Account Information text to make any edits. 12

13 You will be taken to the page shown below. Once you are done editing your information, click Update to save the changes and return to your account home page 13

14 Change Username/Password: You are able to change your DonorNet username and password by selecting the Change Your Username/Password tab at the top of the web page. Place your cursor on YOUR ACCOUNT to see the drop down box as shown below. 14

15 Be sure that any changes you make to your DonorNet username and/or password can be easily remembered. Once you have completed any changes to your username, click Submit at the bottom of the Change Username box. Once you have completed any changes to your password, click Submit at the bottom of the Change Password box. 15

16 Pay Current Donation: This option allows donors to pay current outstanding pledge/donation balances. You can only use this option if you have an existing or unpaid pledge/donation with the Bear Foundation. To make a payment, select the Manage Donations tab at the top of the page. 16

17 You will be taken to the page shown below. For Payment Amount you enter the amount you wish to donate for the current pledge year. You can also click Pay All Balances and your pledge amount will automatically be filled into the Payment Amount box and then click next. For Payment Method you must select the type of credit card you wish to use. Once you ve selected your method of payment, enter the necessary credit info. You may add comments or questions into the comment box provided. PLEASE NOTE ALL PLEDGES MUST BE COMPLETED BY MAY 31,

18 Once you have filled out all payment information, click Process Payment at the bottom left-hand corner of the web page. You should receive an confirming that your payment was successfully processed shortly after submitting your donation Set Up Payment Plan Schedule: To establish a payment plan, please click on the SET UP A PAYMENT SCHEDULE option shown below. Check the box that say SET UP 18

19 After clicking next the following screen will appear allowing you to enter your preferred payment schedule information as well. You can break your payments up into as many installments as you like until your donation balance due is $0.00. However your donation must be paid in full by May 31 of the respective membership year. (May 31, 2016 for the calendar year) After entering your credit card information 19

20 Submit New Donation: All new donors who do not have an existing or unpaid pledge/donation with the Baylor Bear Foundation can select the MANAGE DONATION tab at the top of the web page. 20

21 You will be taken to the page shown below. For Donation Category you must select Bear Foundation from the drop-down menu. For Amount you enter the amount you wish to donate to the Baylor Bear Foundation for the current pledge year. For Payment Method you must select the type of Credit Card from the drop-down menu. Once you have selected your method of payment, enter the necessary credit card information. You may add any comments or questions in the comment box provided. 21

22 Once you have filled out all payment information and comments, click Make Payment at the bottom left-hand corner of the web page. o Reference page for additional instruction on making a full payment or payment option. You should receive an confirming that your payment was successfully processed shortly after submitting your donation. 22

23 Complete Donation Summary: To view a summary of all contributions you have made to the Baylor Bear Foundation, click Complete Donation Summary at the bottom left-hand corner of your account home page. 23

24 To Switch to your Baylor Athletic Ticket Office Online Account: To enter your Baylor Online Ticket Account, just click on the MANAGE MY TICKETS link in the top tool bar and you will automatically be linked to your online ticket office account. 24