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Collecting Funds

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.

Special Instructions

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.'




How do I enter donations that have already been made?

In order to maintain accurate records and to populate your campaign thermometer (if you have one), you can add donations that your organizations receives offline.
From your Campaign Dashboard select 'Enter Offline' and enter the appropriate details.





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