• Replies 7 replies
  • Subscribers 415 subscribers
  • Views 182 views
  • Users 0 members are here
Related

Accepting Monthly Donations on the Web

Brittany Blume Mulgrew
$organization

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

Parents
  • $organization

    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!

Reply
  • $organization

    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!

Children
  • $organization in reply to Beth Hawryluk

    This is great! I think with the information I've received from all of you lovely people I'm now on the right track. I'm going to be working on this soon. Many thanks!! 

  • Former Member
    Former Member $organization in reply to Brittany Blume Mulgrew
    HI

    We are on Tessitura v11 and TNEW v4.5.

    We have set up this "evergreen or one-time-gift" ask our TNEW site - we are asking patrons to consider a donation on the "simple contribution" on the Shipping.aspx page to be a "one time gift" or a "give every month" gift... This page is strictly informational with the "enter your dollar amount here" field box pre-populated as it is on the "simple contirbution".

    Then on the payment.aspx page - we have re-appropriated the Checkout Survey option to actually indicate the checkbox for "one time gift"  or "give every month" gift. This process generates a CSI that indicates some kind of donation was made - either the "one time gift" checkbox was checked, or the "give every month" checkbox was selected.

    The issue at hand though is that:

    a. every single online transaction is generating a CSI - regardless of what and/or if a checkbox was selected

    b. even if a donation wasn't made in the "simple contribution" on the Shipping page  - the CSI still generates.


    Is there a way to make a CSI ONLY GENERATE if a dollar amount was entered AND a checkbox was selected?

    11 pages of "blank" CSIs every day  creates a lot of work for our Box Office staff to manage.

    Thanks
    Lisa Girard
    Online Marketing Coordinator
    Arvada Center
    arvadacenter.org
    tnew: support.arvadacenter.org

  • $organization in reply to Former Member

    Hi Lisa, 

    Suzie Davidson from the Web Products team here. I like your creativity using the checkout survey and the simple contributions, but as you call out, the checkout survey function is designed to send a CSI for each order placed on your site. 

    May I suggest another route? I see that you already have the Monthly Donation set up on your contribution 2 page. Since the monthly giving option is not necessarily considered a simple contribution, I suggest adding a link to this donation in the Shipping/DonationAsk content area on the Shipping page. This will take the patron out of the checkout path and into the contribution area that is designed to gather additional information from the patron. 

    If you have any questions about this, please open a TASK ticket in the web products workspace and we can help you get that set up. 

    Thanks!

    Suzie