Web integrated donation software

Latest post 07-30-2008 2:10 PM by eliasterman. 2 replies.

Web integrated donation software

07-09-2008 12:49 PM

We are a non-profit with $600,000 budget. We hold 2 fund raisers a year - an art show and a golf & walk challenge. We have virtual visa capabilities and wish to place a donation page on our website. Since we accept donations in many forms (pledges, golf sponsors, golf hole sponsors, in honor of, etc.) and we also want to be able to use this site for purchasing tickets to the art show - what I would like to know is what software you use to accomplish this. We have Quickbooks and Exceed currently. Ideally we would like to have the information available to input directly into our Exceed program at the time the donation is made. Any help or suggestions will be appreciated. Thanks, Polly

RE: Web integrated donation software

07-21-2008 9:30 AM

Dear Pollyi,

TechSoup and Idealware published a 2-part article called "Selecting an Online Donation Tool," which you can find here: Part 1 and Part 2. It's a few years old, so some of the vendor-specific information will have changed. But it should get you started. And here's a link to a vendor comparison chart from Affinity Resources. Note that the charts has 2 pages (a link in the upper-right corner says Table Page 2).

I recommend looking for a system that will allow you to create multiple commerce pages. You will want one for general donations, which should be posted all the time. Look for a vendor that can handle tribute gifts and pledges, as well as any other special needs like recurring donations.

In addition, I would create separate pages for events and special fundraising campaigns. Make sure the vendor can collect the information you need for your event sign-ups, like guests and golf foursome members. You might also want a system that can issue receipts that distinguish between tax-deductible donations and payments (or portions of payments) that should not receive tax receipts.

As far as getting donations and event sign-ups into Exceed, you can certainly import the data. But you will need to deal with duplicate records, and make sure that the data matches your standards (e.g., complete information, legal zip codes, not all upper- or lower-case, etc). If your volume is low, it may be easier and more accurate to enter the transactions manually.

Robert

RE: Web integrated donation software

07-30-2008 2:10 PM

Dear Pollyi,

Acteva (full disclosure: the company I work for) has 90% of what you are looking (sans real-time integration with Exceed and Quickbooks) and we have a TechSoup Stock donation available right now.

Building on Robert Weiner's great points, you probably want to look for a system that:

:: Allows you to create multiple commerce pages (for events, online donations, membership dues, etc.)

:: Be able to run custom reports that you can easily output to your other programs (Exceed and Quickbooks)

:: Take donations in the same transaction that people are paying for an event (they've got their credit card out anyway!)

:: Create event-specific booking options with booking-option level questions (e.g. allowing folks to buy the Golf Tournament Option and then ask them their handicap, who they'd like in their foursome, etc.)

Real-time integration is possible, but could be expensive given your budget.

For more info on the Acteva Donation program with TechSoup, please check out:


Acteva's TechSoup Donation Page

Thanks,

Elias Terman
Director of Product Marketing
Acteva