Hello everyone, and particularly TNEW users,
Our Development Department is revamping their presence on our website, including wanting to make online donations a more accessible process.
Are any TNEW organizations set up with a monthly giving option? Is it even possible at this time? With our previous provider there was the option of a one time payment, or paying a dollar amount and then committing to that same amount over a 12 month period. Their credit card would be processed for the first month, and a CSI would be generated for Dev Dept to then set up a pledge for the next 11 months.
Any insight that you have would be great!
Thanks,
Duane
Hi Duane,
You could manage this with the detailed contributions available on the Contributions page of TNEW sites. You can add a a checkbox that you use for customers to opt in to recurring payments. So they would enter the first month’s payment then check a box labeled something like “Make this a recurring gift.” Then a CSI is generated indicating whether or not the box is checked (and any notes they enter if you choose to offer that option). Your Development department would then need to manually enter the pledge for the remaining 11 months. For details on setting up the Contributions page see these topics in the new TN Express Web User Guide:
Detailed Contributions
Contribution Types
Contribution Control Slots
Kevin Sheehan
Senior Documentation & Learning Resources Specialist
Tessitura Network
+1 888 643 5778 x 329
ksheehan@tessituranetwork.com
I'd like to offer an additional suggestion to this for a bit cleaner tracking. If you have the first payment, which comes in online, go to an On Account payment method, your development folk can then enter a pledge for the full value and at the same time take the funds from the On Account method to aply as the first payment on this pledge. This will keep all transactions related to this pledge in one contribution, rather than having the first installment show as a gift and the following 11 as a pledge.