Sustaining pledges with direct deposit

We have a small sustaining program set up by entering the gift as a pledge and using Pledge Billing overnight to charge the credit card.  However, with the amount of declined authorizations, it is becoming difficult to manage and more concerning.   We are wanting to refresh this program in ways to be more secure and less likely to have outstanding payments.  

Currently, we only have a handful of patrons that are giving through direct deposit and we are starting to think this should be the standard.   It is more secure, but we are then faced with entering every payment in Tessitura once the electronic fund transfer (EFT) is received. If we get more donors choosing the sustaining program with the direct deposit option, I can foresee it taking a large amount of time entering every payment.   Does anyone with a sustaining program using direct deposit have a way to solve this issue?  Is it possible payment can be applied simultaneously to all patrons with a billing type of direct deposit?  If not, what do you use that you find helpful?    

 

Angela Hermes-Howe

Development Data Coordinator

Guthrie Theater

 

  • Hi Angela,

    We only accept CC/debit cards for our sustainer program, so I am curious to hear who's doing EFT and if it's worth adding.

    Regarding declined CCs, this summer many major credit card companies moved to chip-embedded cards which resulted in new expiration dates and substantial increase in declines. The last 30-60 days have been much calmer than what we saw in the summer.

    Megan
    Seattle Symphony

  • Former Member
    Former Member $organization

    Hi Angela,

    We do both credit card and EFT/direct withdrawal charges. I don't think there's a way to automatically bill or make pledge payments for EFT. We only bill monthly donors on the 15th and it takes me about 30 minutes to enter our 80ish  EFT donors. We have cheat sheet of customer ids with name so you don't have to search for them each time.

    We have also started sending letters when someone's card is going to expire next month and it's helped cut down on declined payments.

    Ann

  • Former Member
    Former Member $organization

    Did you ever get a response on this issue?

     

    Laura Chaney

    Director of Development

     

    Believe Everything You Hear

    Bay Chamber Concerts and Music School

     

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Angela Hermes-Howe
    Sent: Tuesday, November 10, 2015 7:20 PM
    To: Laura Chaney
    Subject: [Tessitura Development Forum] Sustaining pledges with direct deposit

     

    We have a small sustaining program set up by entering the gift as a pledge and using Pledge Billing overnight to charge the credit card.  However, with the amount of declined authorizations, it is becoming difficult to manage and more concerning.   We are wanting to refresh this program in ways to be more secure and less likely to have outstanding payments.  

    Currently, we only have a handful of patrons that are giving through direct deposit and we are starting to think this should be the standard.   It is more secure, but we are then faced with entering every payment in Tessitura once the electronic fund transfer (EFT) is received. If we get more donors choosing the sustaining program with the direct deposit option, I can foresee it taking a large amount of time entering every payment.   Does anyone with a sustaining program using direct deposit have a way to solve this issue?  Is it possible payment can be applied simultaneously to all patrons with a billing type of direct deposit?  If not, what do you use that you find helpful?    

     

    Angela Hermes-Howe

    Development Data Coordinator

    Guthrie Theater

     




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