To setup giving options for a campaign, simply select the Giving tab while you are viewing a campaign.
Configuring Acceptable Donation Types
In this section you will be able to specify which forms of payment
you would like to accept from your donors. Simply place a check mark
next to each form of payment that you would like to accept. Below is an
explanation of each payment type:
Credit Card
If you allow your donors to pay by Credit
Card, their transactions will be processed by the merchant service
processor (i.e. Paypal) that you define on the Merchant Services tab on
your Nonprofit page. This option will only be enabled once you setup
your merchant service provider.
Check by Mail
If you allow your donors to pay via Check
by Mail, they will be able to let you know how much they are going to
send you during a donation process. Once the donation process is
complete, you can tell them where to send their check by configuring the
Special Instructions for this payment type. In addition, you will want
to include the payment address in the Thank You Email that you configure
for this payment type.
Stock Transfers
If you allow your donors to pay via Stock
Transfers, they will be able to let you know the approximate value of
the stock that they are going to transfer to you. Once the donation
process is complete, you can tell them how to transfer their stock by
configuring the Special Instructions for this payment type. In addition,
you will want to include the stock transfer instructions in the Thank
You Email that you configure for this payment type.
Wire Transfers
If you allow your donors to pay via Wire
Transfers, they will be able to let you know how much they are going to
wire to you. Once the donation process is complete, you can tell them
how to wire their funds by configuring the Special Instructions for this
payment type. In addition, you will want to include the wire transfer
instructions in the Thank You Email that you configure for this payment
type.
Pledges
If you allow your donors to make pledges,
they will be able to let you know how much they would like to donate
over a period of time. When they make a pledge, they can even make an
initial pledge payment. Once the donation process is complete, you can
tell them how to make pledge payments by configuring the Special
Instructions for this payment type. In addition, you will want to
include the pledge payment instructions in the Thank You Email that you
configure for this payment type.
If you define Special Instructions for a payment type, they will be
displayed to the donor on the last step of the donation process. The
most common uses of special instructions are to provide the address to
which donors can send checks, or to provide the contact information for
appropriate development office staff for stock or wire transfers.
Though this information can and should also be included in the thank you
note, special instructions provides another opportunity to communicate
with the donor.
To configure the Special Instructions for a payment type, simply
click the "Edit" link next to the payment type that you would like to
configure. Make sure to click on Update after you have entered Special
Instructions.
Below is an example of how you might create the Special Instructions for a 'Check by Mail.'
