Accepting Monthly Donations on the Web

We are not doing this at SD Opera, but I have given some thought to this in the past. 

Would creating a CSI work the same way as the order?  The person processing gifts could set up the view csi upon logging in to Tess.  There would still need to be some web and web set up.  But, it may work and this would keep it out of the order module.

Our website has created CSI’s for other things, I wonder if it would work here, too.

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Beth Hawryluk
Sent: Wednesday, February 18, 2015 8:53 AM
To: Michelle Wohlers
Subject: Re: [Tessitura Development Forum] Accepting Monthly Donations on the Web

Hi Brittany,

This isn't my area of expertise... but it's my understanding that currently you can't really have the website do this. That might be the case for us because we put all donations to On Account so that we can allocate appropriately - maybe the answer is different if you have them booked right into a fund. I'm not sure.

But how we have gotten around it here is by having the website charge them automatically for the first payment (the website sees it as a regular donation) and having it add an order note for our development staff that indicates the intention of this is to be monthly. They then set it up as a pledge with a billing schedule when they move the money off On Account and into a contribution.

For example, if someone wants to make a donation of $10 monthly they would be charged $10 at the time which would go On Account and the order itself would have an order note that indicated $10m (for $10 monthly).

If that's of interest to you then you would need to speak to your web developers about getting that set up!

You can check out our website, www.cocastl.org.  We have an option for monthly giving.  It’s a manual set up for our Development Mgr. All of the money goes On Account. She creates a monthly pledge billing schedule.  It’s not automatic but we wanted to provide options for our donors as well.  Hope this helps!

Shelley Osburn

System Services Manager

COCA

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Brittany Blume Mulgrew
Sent: Tuesday, February 17, 2015 5:42 PM
To: Shelley Osburn
Subject: [Tessitura Development Forum] Accepting Monthly Donations on the Web

Hello,

We have a new Director of Development and he'd like donors to have the option to not only make the 1-time gift but also make monthly donations online. I was wondering if anyone has set up sustained giving/monthly donations on the web? I was looking on the Tessitura Help System and I wasn't able to find anything. I could be looking in the wrong place, of course.

How does one do this? And is there a way, within Tessitura, to automatically charge people that would like to donate this way? 

I'd appreciate any help with this. 

Many thanks! 

Brittany

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