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Giving Online to the Institution

If you have set up online giving so that the default option presents a single organization to receive the donation, contributors begin the online giving process by proceeding directly to the Ways to Give page. However, if the system finds multiple active organizations defined, contributors must first select an organization to receive their donation.

Depending on which way contributors decide to give, the system presents them with a series of pages to enter donation specifics and credit card information. If contributors decide not to give over the internet, they also have the option of printing a mail-in donation form.

This section provides overviews of secure online giving and Involvement navigations, lists prerequisites, and discusses how to:

To donate online, contributors complete these steps as they navigate through the process:

  1. Designate a gift amount and gift distribution.

  2. Enter credit card, billing address, and other contact information.

  3. Review the information already entered and complete the transaction.

These navigation guidelines apply to all of the Involvement online giving pages:

  • Click the Next button to proceed to the next page in the process.

  • Click the Previous button to return to the previous page.

  • Click the Return to Involvement button to go to the Involvement home page.

  • Click the Mail In Donation Form button to access the Mail In Donation page.

You must define specific information on these pages before self-service contributors can use the pages for online giving:

  • On the Donations - Choose Organization page, define multiple institutions so that donors can select an organization to receive their gift.

  • On the Ways to Give page, you must define these options:

    • Web campaigns on the Web Campaigns page.

    • Giving vehicles on the Defining Giving Vehicles page.

    • Settings and contact information on the Involvement Setup page.

    • Define credit card merchant information on the CR Merchants page.

  • On the Web Campaigns page, define campaigns from which donors can select.

Page Name

Definition Name

Navigation

Usage

Donations - Choose Organization

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select Self Service, then select Involvement, then select Ways to Give

Click an organization name link.

Donors select an organization to receive their donation.

Ways to Give

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  • select Self Service, then select Involvement, then select Ways to Give

  • Click a link under the Description heading on the Donations - Ways to Give page.

Donors review donation options for the organization they selected on the Donations - Choose Organization page.

Make a Donation - Welcome

AV_INVLV_G_INTRO

Click the Make your gift securely on-line link on the Ways to Give page.

Donors see this page first when they begin the online donation process.

Make a Donation - Gift Information

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Click the Next button on the Make a Donation - Welcome page.

Donors designate their gift amount, gift terms, and gift distribution.

Make a Donation - Payment Information

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Click the Next button on the Make a Donation - Gift Information page.

Donors enter credit card, billing address, and other contact information.

Make a Donation - Confirm and Submit

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Click the Next button on the Make a Donation - Payment Information page.

Donors review the credit card, billing address, and other contact information entered on the previous page, and then to finalize the transaction.

Fund Information

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Click the View Fund Information link on the Make a Donation - Confirm and Submit page.

Donors view details about the funds designated on the Make a Donation - Gift Information page.

Payment Result

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Click the Submit button on the Make a Donation - Confirm and Submit page.

Donors confirm that their online giving session is complete.

Donations - Campaigns

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Click the Invest in existing campaigns link on the Ways to Give page.

Donors select a campaign to receive their donation.

Mail In Donation Form

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Click the Mail-in donation form link on the Ways to Give page.

Donors can print the form, complete it manually, and mail it to the institution.

Access the Donations - Choose Organization page.

Select an organization name to access the Ways to Give page. For this page to appear, you must have previously defined more than one active institution on the Involvement Setup page.

Access the Ways to Give page.

Select one of three predefined options:

  • Make your gift securely online. Click this link to directly access the online donation process. On the pages that appear, contributors can apply their donation to specific campaigns, fund designations, and appeals.

  • Invest in existing campaigns. Click this link to see a list of campaigns predefined by the organization. On these subsequent pages, contributors select a campaign to which the organization has already associated specific designations and appeals. These campaign-specific designations and appeals appear as available values for the selected campaign.

  • Mail-in donation form. Click this link to access a printable form that contributors can complete and mail. This option also lists the address to which to send the donation form. You define the mailing address on the Involvement Setup page.

Organizations can define other ways to give using the Giving Vehicles setup page. If giving vehicles were set up previously, then they appear under the Other Ways to Give heading.

To donate to a different organization, contributors can click the View Information for Other Organization link and return to the Choose Organization page.

Access the Make a Donation - Welcome page.

This page welcomes the visitor and explains how to navigate through the online giving process. This page also provides information about the mail-in donation form and contact information for the organization.

Access the Make a Donation - Gift Information page.

Gift Detail Information

In the fields in this section, contributors enter the amount of their donation and decide whether or not to give anonymously. If they are donating to a specific fund-raising campaign, they select it here. The organization also collects information about how the contributor heard about the fund-raising effort.

Finally, contributors decide whether to apply their gifts to the organization's greatest need or to particular funds. If a contributor selects the Apply my gift to the greatest need option, then the system applies the gift based on the contributor's selection on the Ways to Give page. If the contributor enters through the Give securely online link, then the system applies the gift to the default designation defined on the Web Designations page. If the contributor enters through the Invest in existing campaigns link, the system applies the gift to the default linked designation defined on the Campaign Linked Designations page. If a contributor selects the Send my gift to the following funds option, the Fund Information section appears.

Fund Information

Contributors can select a specific designation and enter a specific portion of their donation to go to that fund. They can click the Add Fund button to designate additional funds and portions of their donation, or they can click the Evenly Distribute Gift button to divide their total donation evenly among the selected designations.

The fund values that appear in this section are defined on the Web Designations page. When a contributor sends a gift to specific funds, rather than contributing to the organization's greatest need, the designation value and amount fields are required to process a gift session. Contributors can use the Comments area to enter special requests, tribute information related to the donation, and so on.

When contributors navigates to the next page, the system verifies whether the total amounts designated equal the Total Gift Amount; if they do not, the system returns an error message. Contributors can manually adjust their fund designation amounts until the total matches their Total Gift Amount, or they can click the Evenly Distribute Gift button.

Access the Make a Donation - Payment Information page.

Enter credit card information. CyberSource requires an email address but does not validate it; if the user leaves this field blank, the system uses the email address from the associated Merchant table. The system populates as much personal information as is available (based on the address and other type settings from the Campus Community Installation Setup page), but a contributor can modify any field.

Note: If you have selected the Security Code - Self Service check box for a Payment Merchant on the CR Merchants page, the system requires users to enter their credit card's security code as well as their credit card type, number, and expiration date. The explanatory "What is a security code?" link also appears.

When a contributor navigates to the next page, the system performs an internal system check to ensure that all required information is entered properly. The system prompts for corrections if it finds any errors or missing information.

Access the Make a Donation - Confirm and Submit page.

This page displays online gift details for the contributor's review. Contributors can access the View Fund Information page to review details about the funds they designated on the Make a Donation - Gift Information page.

Access the Fund Information page.

When you determine that the information on the Fund Information page is correct, click Submit to submit the online gift transaction. The system sends the credit card information to a third-party credit card payment processor to authorize the gift amount. If the transaction fails, for example, because of invalid card or billing information, then the Payment Result page displays an error message.

After a transaction is successfully authorized, the Payment Result page appears.

This page displays a message thanking the contributor by name for the donation. This page also provides a receipt number and transaction summary, which the contributor can print and keep as a record. The system generates a hard copy receipt that will be mailed later, using the current Contributor Relations Acknowledgement process.

If the payment is not successful, the Payment Result page displays an error message.

Access the Involvement Setup page.

This page enables organizations to define campaigns and to link related designations and appeals to a specific campaign. When you click the Invest online in existing campaigns link, you see only the designations and appeals related to the selected campaign as you proceed through the online giving pages.

Access the Donations - Campaigns page.

This page lists each campaign your organization has defined on the Web Campaigns page. When a contributor clicks a campaign link on this page, the system proceeds to the Make a Donation - Welcome page. From there, the online giving process continues in much the same way as it does when contributors give securely online.

However, when investing in existing campaigns, the Make a Donation - Welcome page displays the name and description of the selected web campaign in addition to the standard welcome and navigational information.

In addition, on the Make a Donation - Gift Information page, if the contributor applies the donation to specific funds, the Fund Information area displays the default fund designation and appeal options linked to the campaign. However, the contributor can use the Lookup feature to select other appeals and designations associated with that specific campaign.

Access the Mail In Donation Form page.

Online visitors who do not want to transmit personal information using the internet can use this page to contribute. Print this page using your web browser's Print functionality, complete the form, and mail it to the organization.

Note: The Mail To name and address information at the top of the page is defined on the Involvement Setup page.