Greetings fellow Tessiturians,
We are in the early stages of our website redesign and need your help. I've wanted to add a recurring gift option to our current online donation page for over a year, but am not sure of the backend requirements to process these in Tessitura. My initial thoughts are to simply have two radio button options (one-time gift and recurring gift). Has anyone done this by creating a CSI on the donor's account or by other means?
I would greatly appreciate any and all feedback on this.
With thanks,
Julie Olsen
Walton Arts Center
(479) 571-2759
jolsen@waltonartscenter.org
Hello Julie,
About a year ago we had an outside vendor set up this functionality on our website.
On the donation page here https://secure.grandtheatre.com/support/ the patron has the option of one time or monthly, choice of annual fund or youth programming, plus preferred House Program name recognition. The one time payment or the first month's payment is processed immediately, funds are put on account for Development to process after the fact in Contributions, and all the above info is captured in a CSI.
I would be happy to discuss in more detail if you would like. I'm at dwoods@grandtheatre.com or (519)672-9030 x233.
Duane
Hi Julie,
We set up this functionality at SF Ballet last fall. While we do not yet offer a re-occuring gift option on our donation page we do offer it as an option via our e-mail renewal program. The donor receives a link in the email solicitation that navigates them to a customized page where they are offered the opportunity to renew their annual gift with a one time donation or a re-occuring donation (monthly, quarterly, or bi-annually).
We are not using CSI's for this. Our IT department and web developer created the following process:
When the transaction occurs on the web it stores the details of the pledge (amount, frequency, fund, etc.) in a local table and processes the first payment on account. There is a nightly update that opens a batch, creates a pledge with the correct amount and appropriate schedule and applies the on account monies to the first payment and sets up the credit card billing schedule using the same credit card used in the transaction. (via act_id so it is PCI compliant). Then it produces a report with all the details.
I'd be happy to put you in touch with our IT department for more details on the backend of things. You can get in touch with me at 415.865.6628 or krobbins@sfballet.org.
Kati Robbins
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I'm also interested in setting this up online. We have TNEW, will this work with that? Would the gift be recognized as a receivable against the full amount or only recognized by the amount paid off each month? I would like pledge billing to be automatic but maybe it needs to be entered as a CSI first with an on account payment method.