Groundspring.org a Nonprofit Web Company

Internet Academy eNonProfit Fundamentals Session 4: Online Donation Processing Teleconference: Password: 1-866-866-2244 578-6092# Welcome, Internet Academy Adi Bemak, Media Education Foundation Amanda Schick, Grand Junction Design Barbara McDaniel, Sravasti Abbey Chrissy Ewing, CCS Learning Daniel Durazo, Pro Peninsula Fabiola Sandoval, Esperanza Housing Corporation Jo Benton, Sravasti Abbey Jo Simpson, Sravasti Abbey Joyce Lawler, Development Consultant Katherine Forrest, Commonweal Institute Kevin Conlin, Sravasti Abbey Kirt Manecke, LandChoices Mark Lackey, CCS Learning Pat Simpson, Sravasti Abbey Terry Grave, Children’s Hunger Relief Fund Network for Good powered by Groundspring Training Our Work Internet Strategy Training Vendor-Agnostic! Workshops/Presentations Custom Training Custom Consulting Internet Academy Cheryl Gipson Carrie Howard Network for Good – Who We Are Network for Good founded by Cisco Systems, AOL and Yahoo! in 2001 Donor-focused Site that connects donors/volunteers to multiple charities Charities can create a Basic DonateNow button on their site – button links to the portal Groundspring began in 1999 founded by the Tides Foundation. Nonprofit -focused Create a popular online donation engine (customized giving page) called Custom DonateNow Email marketing/measurement tool Network for Good merged with Groundspring in late 2005. We are a Dot.org -- 501(c)3 with offices in Bethesda, MD and San Francisco, CA 4 Introducing Network for Good powered by Groundspring We’re a nonprofit software organization; an application service provider (ASP) An ASP delivers software tools over the internet for a monthly fee Network for Good and Groundspring merged in 2006 Custom DonateNow provides over 3000 small and mid-size nonprofits with software tools for online fundraising, advocacy and communications In 2006, Helped raise over $35 million dollars and send 20 million emails Provide training, consulting, support and free publications to ensure that nonprofits know how to use these services given their needs and resources Advancing the Next Generation of Civic Engagement Growing Nonprofits with Internet Tools and Training About Groundspring Network for Good Products/Services Custom DonateNow Online donation processing for nonprofits – customized giving page Basic DonateNow EmailNow Direct e-Mail Messaging / Measurement Education: Internet Academy Online Fundraising Handbook Internet Tools and Techniques series Learning Environment Webex PowerPoint Presentation Instructor manages on-screen visual presentation Students can annotate, respond with keyboard Interactivity is a goal, and created through: Questions and dialogue Student On-Screen Exercises Answer questions posed to Group: 2+2=58? Yes or No? Identify yourself when speaking (entering and exiting) Feedback and follow-up: Evaluate each session or end of session series I am available by phone or email Session materials on Groundspring website—you can print! 7 Internet Academy eNonprofit Fundamentals: 1. 2. 3. 4. 5. 6. 7. 8. We are Here Introduction to the eNonProfit and Online Fundraising Organizational Assessment Create an Effective Website Drive Traffic to Your Site and Track Activity Online Donation Processing Systems Email Communications Program Databases and Integrated Systems: The Back-End Making the Ask: Create a Successful Internet Strategy and Online Campaign 8 Where are we Now? Non-Profit Internet Tools Evolution Stage 4 Stage 3 Email Messaging Program Stage 5 Integrated Systems Interactive Website Stage 2 Stage 1 Web Site Online Donation Processing Organizational Resources and Capacity Must Also Increase Source Informaton: The NonProfit Handbook, James Greenfield, 2002 Supplement, 3rd Edition, (AFP/Wiley Fund Development Series), 3rd Edition Agenda 1. 2. Learning Objectives Online Donation Processing – – – – – What is an Online Donation Processing System? Information, Rules and Regulations The Donor Friendly Site/Fundraising Strategy Online Donation Process Donate Now Set-Up Tips for your Org 3. 4. 5. 10 6. The Online Donation Process in Action Donation Systems: What you want Online Donation Processing Vendors Feedback/Discussion Learning Objectives List key points of a donor-friendly site Locate resources to maintain compliance with state charitable regulations Identify online donation processing vendors to match your needs and budget 11 What is an Online Donation Processing System? Internet “back-end” software that allows a web visitor to donate money to your org via a credit card Online Donation Processing systems vary – – – Some only do online donation processing Others do event registration, membership management, email messaging It’s possible to build your own—but not generally advised Need secure web server, payment gateway, merchant account Business model includes: – – – – 12 – Setup Fee Monthly Fee Transaction Fee Credit Card processing fee Merchant Account requirement How does the DonateNow button work? You create an account with an Online Donation Processing Internet Software vendor Once the account is created, you cut and paste the DonateNow HTML code on your site – – This code creates the appearance of a DonateNow Button or Link When clicked, the link takes the web donor to the Internet Software vendor’s site (visitor is no longer on your site) Your organization manages the online donation processing account 13 – Print reports, manage donor data, edit the appearance of the donor page Online Donations The Rules and Regs • The National Association of State Charity Officials (NASCO) manages charitable trust and charitable solicitation issues • The “Charleston Principles” outline charitable registration rules for the Internet • 39 states require that nonprofits register for charitable solicitation status to fundraise in that state • Online Donations allow an Internet user to contribute to a charity of her choice beyond geographical boundaries 14 What does this mean for online fundraising? Update January 2004: NASCONET The Latest News from Christine Turner, Registrar of Charitable Organizations If you have a web site and someone happens along and makes a donation . . . You didn't make a solicitation thus you don't have to register in the state of the donor 15 If, however, you initiate contact through a solicitation email, you have to register in that state New Mexico Attorney General's Office States that Require Registration You can register in 35 of the 39 states easily using a multistate filing form: www.multistatefiling.org States that require registration but cannot be registered through the multi- state filing form: – – – – Arizona Alaska Colorado Florida Some online donation processing vendors will register for you (Groundspring.org) More info at Techsoup “Internet Issues for Tax Exempt Organizations: Alice Anderson/Robert Wexler www.multistatefiling.org www.muridae.com/nporegulation Donor Friendly Site A succinct version of your mission statement— include a link with details Post privacy, security and financial statements – show your accountability Your success and programs: how your programs make a difference Contact Information 19 Fundraising as Relationship Building Paradigm the Same… different tools Retain Commited Supporters Personalized web/email contact Commit Supporters Online Donation/Action Engage Involved Prospects Interact by web and email Attract Prospects Drive Traffic to your website and get email addresses Source Informaton: inspired by The NonProfit Handbook, James Greenfield, 2002 Supplement, 3rd Edition, (AFP/Wiley Fund Development Series), Vinay Bhagat, Convio, The Internet—A Powerful Relationship Management Tool Donate Now Tips Make Donate Now button immediately visible: above “the fold” Put a Donate Now option on every page Minimize the number of clicks to make a transaction – Don’t ask for more information than what is needed for the transaction Info about SSL and digital certificates Show that your site is secure – Don’t use a service where it is obvious that the donor is sent to another site to give 21 – Donors may lack confidence that they are giving to YOU More Donate Now Tips Include a brief sentence on why people should give and what great things you will do with the money Give options for donating (phone/fax/mail) If you have appeals or membership – Link to detailed information on a separate page – Appeals are most effective when date-specific Create a donor thank you verification page and send an automatic email thank you – Include in the email thank-you a link to your website 22 Send a mail acknowledgement within 24-48 hours of the email acknowledgement Online Donation Processing in Action Donor Friendly Home Page Donor Friendly Donation Page Thank You Landing Page Email Acknowledgement 1st Step - Home Page Donor Friendly Site Mission Statement Multiple Ways to Donate DonateNow Centrally Located Why your Gift Matters Photo makes Sponsorship Real 2nd Step - Donor Page Tips Donor Friendly Site How your Dollars Help Multiple Ways to Donate Including Offline 25 HTTPS: indicates secure site 3rd Step - Making the Donation Donor Friendly Site Why you Should Give Recurring Donations Privacy Policy Security Statement 26 4th Step - Automatic Donor Thank-You Donor Friendly Site Complete Transaction Info Provided 27 Immediate Thank You Sent 5th Step - Donor Thank-You Receipt Donor Friendly Site Complete Transaction Information 28 Thank Supporters 3 Times: 1. Immediately after donating on landing page 2. Immediately after donating with email 3. Within 24-72 hours offline—the more personal, the better Dear Donor, Donation systems: What you want Excellent customer support, user interface and ease of setup Download your data 24/7 with multiple reports Customize the donation page with look of your web site Ability to issue to the donor both an on-screen and email receipt Ability to handle recurring donations Ability to handle premiums (incentives) A trusted vendor: it’s your job to investigate them – Complete merchant banking and credit card processing – Trusted security system (SSL certificate) 30 Donation Processing Vendors Cost Free Vendors NetworkforGood.org JustGive.org Paypal Details 4.75% for each donation a 4.75% fee is charged to nonprofits to defray the direct costs for processing donations, which include credit card fees, banking fees and check processing fees. - Cannot customize the donor page or the donor receipt Affordable More features, more money • • • • • • • • • • • • • AuctionPay.com CharityWeb.net Contribute.com Democracy in Action Donate.net Entango.com Gift Tools Groundspring.org Blackbaud Convio GetActive Kintera LocalVoice ≈$150-$300 Setup ≈$14.95-$100 monthly ≈3% to 10% fee for each donation Setup and fee structures vary. Integrated packages start in thousands; plus monthly fees in hundreds NonProfit, Know Thyself Questions to Ask When You’re Shopping for a Vendor Online Donation Vendor Info Online Donation Vendor Info Online Donation Vendor Info More Online Donation Vendor Info 36 More Online Donation Vendor Info 37 More Online Donation Vendor Info Shopping Cart Information Groundspring.org Online Fundraising Thriving as a Dot Org Handbook is a free, 92-page All About ASPs downloadable guide on raising presented by Michael Stein funds online, making your web site more effective, mining for new donors and much more. 4th Annual Silicon Valley Conference on Nonprofits & Technology San Jose, California May 9, 2002 40 Thriving as a Dot Org All About ASPs presented by Michael Stein 4th Annual Silicon Valley Conference on Nonprofits & Technology San Jose, California May 9, 2002 Online Fundraising Handbook groundspring.org/learningcente r 41 Real Life Examples • • • • • • • Alzheimer’s Association Amnesty International CARE Covenant House Earthjustice Human Society of the U.S. Nature Conservancy Charity Navigator for Accountability 42 Donor Friendly Site: Review Make Donate Now button immediately visible: above “the fold” Put a Donate Now option on every page Minimize the number of clicks to make a transaction. – Thank people 3 times: at the end of the transaction, in a autoreply email, and in a thank-you letter Show that your site is secure AND you are credible – Info about SSL and digital certificates – Your mission, financial statements, and programs Register your 501c3 using the multi-state registration form (or use a service that does this for you) 43 Resources Affinity Resources www.affinityresources.com Handbook – – Pages 47-48 Effective Online Giving Page 28 ASP Guide: Online Donation Processing Vendors www.nasconet.org National Association of State Charities – – www.multifiling.org http://www.guidestar.org/ Guidestar – 44 eNonProfit Fundamentals Phase 1-Website Section Session 1: Create an Effective Website Session 2: Drive Traffic to Your Site 2-Online Donation Processing Session 3: Online Donation Processing 3-Email Communications Session 4: Email Communications 4-Interactive Website See Sessions 1 and 2 Session 5: Databases and Integrated Systems 5-Integrated Systems Phases 1-5 Creating the Internet Campaign Session 6: Putting it All Together: Creating a Successful Internet Campaign Internet Academy Session Dates Topic Introduction Website Drive Traffic Session Date 5/8 5/15 5/22 Session Time 10:00-11:30 10:00-11:30 10:00-11:30 10:00-11:30 Online Donations 5/29 Email Final-Internet Strategy 6/5 6/12 10:00-12:00 10:00-12:00 Your Learning Experience What helped you understand this topic better than when you walked in What might bring more depth or focus to the topic for others How to give feedback – – – Link: Email Phone Conversation 47 Bye – See you next Tuesday!