Making a Pledge Online
This section provides an overview of the online pledge process and discusses how to:
Select a way to give.
Invest in an existing campaign.
Make a pledge online.
Enter pledge information.
Enter payment information.
Confirm and submit a pledge.
To make a pledge online, donors complete these steps:
Make a pledge and learn to navigate through the online pledge process.
Designate a pledge amount and fund distribution.
Enter a pledge schedule and other contact information.
Review all of their information and complete the pledge.
|
Page Name |
Definition Name |
Navigation |
Usage |
|---|---|---|---|
|
Donations - Ways to Give |
AV_INVLV_G_WAYS |
|
Donors review donation options set up by the institution. |
|
Donations - Campaigns |
AV_INVLV_G_CMPGN |
Click the Invest in existing campaigns link on the Donations - Ways to Give page. |
Donors view existing campaigns and select a campaign to receive the gift or pledge. |
|
Make a Donation - Welcome |
AV_INVLV_G_INTRO |
|
Donors see the Welcome page when they begin the online gift or pledge process. |
|
Make a Donation - Pledge Information |
AV_INVLV_P_PL |
Click the Next button on the Make a Donation - Welcome page. |
Donors enter pledge detail and fund distribution information. |
|
Make a Donation - Payment Information |
AV_INVLV_P_CNT |
Click the Next button on the Make a Donation - Pledge Information page. |
Donors set up a pledge payment schedule and enter or verify their contact information. |
|
Make a Donation - Confirm and Submit |
AV_INVLV_P_CNF |
Click the Next button on the Make a Donation - Payment Information page. |
Donors review their pledge information and payment schedule, and then submit the pledge. |
|
Fund Information |
AV_INVLV_G_DES |
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 - Pledge Information page. |
|
Payment Result |
AV_INVLV_P_END |
Click the Submit button on the Make a Donation - Confirm and Submit page. |
Donors see the Payment Result page when their online pledge is created. |
|
Mail-in Donation Form |
AV_INVLV_G_FORM |
Click the Mail-in Donation Form link on the Donations - Ways to Give, Make a Donation - Payment Information, or Make a Donation - Confirm and Submit pages. |
Online visitors who do not want to transmit personal information using the internet can use this form to submit pledge information. |
Two links on the Donations - Ways to Give page enable donors to begin the pledge process:
Click the Invest in existing campaigns link to access the Donations - Campaigns page, where you can select a campaign to receive your pledge.
Click the Make a pledge on-line link to access the Make a Donation - Welcome page; where you can select a campaign to receive your pledge later in the process.
If donors click the Invest in existing campaigns link, the Donations - Campaigns page appears. It describes all existing campaigns activated by the institution for online giving on the Web Campaigns setup page. Each campaign has an indicator next to it for donors to select to either give to this campaign or pledge to this campaign.
When donors click the Pledge to this campaign link, the system takes them to the Make a Donation - Welcome page for pledges. The welcome text on the page includes the campaign name selected on the Donations - Campaigns page.
If donors click the Make a pledge on-line link, the Make a Donation - Welcome page appears. It welcomes the visitor by name and explains how to navigate through the online pledge process. This page also provides contact information for the institution and a link to the mail-in donation form.
Access the Make a Donation - Pledge Information page. This page changes, depending on which link donors use on the Donations - Ways to Give page:
If donors access this page through the Make a pledge on-line link, they can select a specific campaign to receive the pledge.
If they enter this page through the Invest in existing campaigns link, they have already selected a campaign, therefore, no campaign choices appear.
Regardless of how donors access this page, they can select an appeal code and designation fund options for their pledge. Donors enter the amount of their pledge on this page.
Making a Pledge to an Existing Campaign
The page displays only designations and appeals related to the campaign selected on the Donations - Campaigns page. The Fund Information section displays the default fund designation and appeal options linked to the campaign.
Access the Make a Donation - Payment Information page.
Donors use this page to create a pledge payment schedule and to enter or verify their contact information.
Available options for a donor's pledge payment schedule include the start and end dates of the pledge period, the frequency of the pledge payments, and the number of payment installments.
Note: For the system to generate a pledge schedule, donors must enter either a number of installments or a last payment date.
Access the Make a Donation - Confirm and Submit page.
Donors use this page to review their pledge information and finalize the transaction.
Donors can review the information they entered on the Make a Donation - Payment Information page. The system also displays the generated expected pledge schedule. To generate the pledge schedule, the system divides the total pledge amount into equal installments, based on information entered on the Make a Donation - Payment Information page. Then, it calculates the expected payment dates and amounts to fulfill the pledge.
When the donor confirms and submits the pledge information, the system:
Saves the pledge information.
Generates a receipt number for the pledge.
Displays the Payment Result page, which includes a personalized thank you message, the receipt number, and a final summary of the pledge information, designation information, and pledge schedule information.
Note: The system does not charge the donor's credit card or process any transactions at this time.