Donate Now

Donate Now is the gift processing component of the Online Constituent Directory. Donate Now is available to those institutions that purchase both the Online Constituent Directory and Paya Payment Solutions. Constituents and non-constituents alike can donate through Donate Now. A non-constituent who donates will become a constituent once the information he or she supplies during the donation process is processed through the Advanced Data Examiner. For the donor who is already a constituent, the online donation form will be populated with his or her name, address and email information. Any changes that he or she makes to this information during the donation process will be updated in Millennium once processed through the Advanced Data Examiner.

Set Up

Secure Connection

If your institution will be collecting donations tendered by credit card, then you are required by the Payment Card Industry (PCI) to have a secure connection to your website in the form of an SSL Certificate. In addition, Millennium will process donations tendered by bank draft only if you have an SSL Certificate. If you do not have an SSL Certificate for your website, then the only payment option available to your donors will be the Bill Me Later payment option (the Bill Me Later option is only available for donors who are making pledges). Therefore, if you want donors to be able to make outright gifts to your institution, then you must have an SSL Certificate for your website.

Donate Now Forms

The Donate Now forms display a default set of data fields and labels. You will want to customize these forms to suit your needs. You may want to remove some of the items. For examples, you may not allow donors to make a recurring donation online. Or, you may want your online donors to always give credit card or bank account information when making a pledge. The email address field may not be standard on the Donate Now credit card and bank draft insert forms. But, if you want your donors to receive a confirmation email from Paya Payment Solutions, then the email address field must be added to these forms.

The Profiles version of the Custom Display Designer can be used to add additional data fields to, or remove data fields from, the default Donate Now form display, to rearrange the position of these data fields, and/or to modify the data field labels.

Required Fields

Required Fields fall into two categories.

1. The fields that Millennium needs on the Donate Now forms in order to function correctly.
   1. There are three types of donations available to donors. Each type has a corresponding field or set of fields that must be placed on the Donate Now forms if the type is made available to donors.
      1. If donors can make outright gifts, then the Donation field (ecomccamt) must be placed on the Donate Now forms.
      2. If donors can make pledge donations, then the Pledge Amount (ecomamount), Pledge Date, Pledge Type (ecomplgtyp), and Payment Count (ecompaycnt) fields must be on the forms.
      3. If donors can make recurring donations, then the Recurring Donation (ecomsusamt), Please Send Me a Reminder (ecombill) and Months to Bill (Sus. Months) must be on the forms.

   2. The Pay By field is required. Your site can choose to offer donors the opportunity to pay by Credit Card only, or to pay by Credit Card or by Bank Draft. And, if your site offers the option of making a Pledge donation, your site can offer the Bill Me Later option in addition to the other two.

      The Bill Me Later option will only function if the donor is making a Pledge donation. If your site will not be making Pledge donations available, then remove Bill Me Later as an available Pay By option.

2. The fields that your institution requires information for in order to maintain database integrity and to insure that Paya Payment Solutions can successfully process Credit Card and Bank Draft transactions. Use the Custom Display Designer to flag data fields as fields that your online donors must supply information for.
   1. A non-constituent donor should be required to enter his or her first and last name, and address information.
   2. To successfully process transactions, require donors to supply credit card names, numbers, and expiration dates if donating by Credit Card.
   3. Require donors to supply the bank routing numbers, bank account numbers, and types of bank account if donating by Bank Draft

Customizing the Donate Now Forms

1. Using Internet Explorer as your browser, log on to the system as a Millennium system administrator.
2. Access the Profiles version of the Custom Display Designer by using Millennium Explorer, Tools>Display Design>Profiles.
3. Click the Profiles menu. Point to Giving. Point to Ecommerce.
4. Click Constituent Main to customize the main Donate Now form for authenticated users Constituents who have a User ID and password that allows them to log on to your web site..
5. Click Non Constituent Main to customize the main Donate Now form for donors who are not authenticated website users.

6. Click Bank Draft to customize the Donate Now Bank Draft Insert form.

   Note: Customizing the Bank Draft insert forms for Donate Now will not alter the Credit Card or Bank Draft forms when they are used for Giving, Dues, or Event Registration Fees transactions.

7. Utilize the Custom Display Designer's editing tools to make your customizations.
8. Click Save to save and apply your changes.

(Refer to the Custom Display Designer topic for complete instructions on customizing display and maintenance forms.)

Lookups

Many of the fields that are shown on the Donate Now forms are lookup table driven fields. Examples include Pledge Type, Campaign, and Allocation Purpose, and Credit Card Type. Only the lookup table entries that have been marked for use by the Online Constituent Directory are available as possible field value choices.

Flagging Lookup Table Entries for Use by the Online Constituent Directory Donate Now Forms

1. Navigate to the list of Profiles lookup tables by using Millennium Explorer, Tools > Profile Lookups > Lookup Tables.
2. Click the name of the desired table.
3. If the lookup is a value based, or super lookup, use the lookup table Options form to search for the desired table entry. Otherwise, scroll to locate the desired entry.
4. Point to the Edit Button located to the left of the desired entry.
5. Click Update/Delete.
6. Select the eDirectory check box.
7. Click Update.

Authenticated User Donations

The donor who enters the Online Constituent Directory as an authenticated user A constituent who has a User ID and password that allows him or her to log on to your web site. can make a donation from either the Options page or from his or her Giving Information web page. The donation form's biographical information data fields will be populated with the information as it already exists in the Millennium database. The donor's preferred name will be placed in the donation form's name data fields and the donor's preferred address will be placed in the form's address data fields. The donor can change any of this biographical information as he or she fits.

If the donor makes a one-time or a recurring donation, he or she must also supply credit card or bank draft information. Once the donation is submitted, the credit card or bank draft transaction that links to it is automatically processed through Paya Payment Solutions (SPS). When a donation is processed through the Advanced Data Examiner (ADE), a gift row, owned by the donor, is created. When a recurring donation is processed through the ADE, a sustainer pledge row is created. Millennium will use the information from the Recurring Amount, Months to Bill, and Reminder fields to build a sustainer payment schedule for the recurring donation

If the donor makes a pledge, the donor can choose to be billed at a later time, or the donor can supply Credit Card or Bank Draft information at the time of the donation. If Credit Card or Bank Draft information is supplied, SPS will store the information, but the donor's credit card will not be charged, or funds withdrawn from his/her bank account, at this time. When the pledge is processed through the ADE, a Pledge row is inserted, and Millennium will use the information from the Pledge Amount, Pledge Date, Pledge Type and Payment count fields to build a payment schedule for the Pledge. A Credit Card row will be linked to the pledge to hold the information that is stored in Paya Payment Solutions. A pledge payment row, and a Credit Card row that links to the payment, will be created in Millennium once the SPS Process Pledge Tool selects the Pledge for processing. The donor’s credit card will be charged, or funds will be withdrawn from his/her bank account, at this time.

Any changes that a donor makes to the biographical information displayed on the Donate Now form are available for ADE processing as well.

Making an Online Donation to your Site

1. The donor accesses the start page, supplies his or her user ID and password and clicks on Sign In. The Options Page displays.
2. The donor clicks on Donate Now. If the donor is already viewing Giving Information, he or she can click on Make a Donation instead.
3. If the donor is making a one-time donation, he or she enters the amount in the Donation Amount field.
4. If the donor is making a pledge, he or she enters an amount in the Pledge Amount field, the date that he or she wants to make the first payment on the pledge in the Pledge Date field, the type of Pledge in the Pledge Type field, and the number of payments he or she wants to make in the Payment Count field.
5. If the donor is making a recurring donation, he or she will enter the amount that he or she plans to donate each time in the Recurring Amount field. The system will then automatically select all of the Months to bill check boxes. So, if the donor does not want to make a donation in a certain month, he or she must uncheck that month. The system will also select the Please send me a reminder check box by default. If the donor does not want to have bill reminders sent, he or she must clear that box.
6. The donor selects the method of payment: Credit Card, Bank Draft or Bill Me Later. Bill Me Later is only available if the donor is making a pledge. One-time and recurring donations must be made by Credit Card or Bank Draft. Credit Card and Bank Draft can be used only if you have an SSL Certificate for your website.
7. The donor enters further information about the donation, including Campaign, and how it is to be Allocated (the purpose, or restriction, of the donation).
8. If the donation will be split with his or her spouse or life partner, the donor will select the I am donating jointly with my partner check box.
9. If the donor is affiliated with a matching gift company, the donor can enter that company's name.
10. If the donor would like to make his or her donation in honor and/or in memory of someone, he or she can enter that information.
11. When finished, the donor must click Continue.
12. If any required information is missing, the system will display a message to notify the donor of the missing information. The donor clicks OK to clear the message, corrects any mistakes, and re-clicks Continue.
13. If paying by credit card, the Paya Exchange form appears after clicking Continue. If paying by bank draft, the Bank Draft insert form displays. The donor supplies any information that has not been populated, or edits, if desired, the information that has been populated, and then clicks Continue.
14. If the donor has made a one-time or recurring donation, Paya Payment Solutions will attempt to electronically process the donation - charge the credit card or debit the bank account depending on how the donation is tendered.
15. If the credit card or draft processing fails and this failure is due to mistakes that the donor can control (for example, missing information or wrong account number), the system will display a message to notify him or her of this failure. The donor clicks OK to clear the message, corrects any mistakes, and re-clicks Continue.
16. If processing fails and this failure is due to circumstances beyond the donor's control, the system will display a message to notify that the donation cannot be processed at this time. The donor clicks OK to clear the message and is returned to the bank draft or credit card insert form. He or she can click Cancel to stop the donation, or re-click Continue to try again.
17. When the donation is successfully processed, the "Thank you for your donation" message displays.

Donations from Non-Constituents

A non-constituent Online Constituent Directory user is considered an 'non-authenticated' user. And, a constituent already in your system is considered an non-authenticated user if he or she does not have the proper credentials (user ID and password) with which to enter your website as an authenticated user.

The Online Constituent Directory start page displays a link which allows a non-constituent (non-authenticated user) to access the forms that he or she needs in order to make a donation to your institution. In the process of making a donation, the non-constituent supplies his or her name, address, and email address in addition to information about the donation. The biographical information is processed through the Advanced Data Examiner (ADE), and a new Millennium constituent is created. Then, depending on what kind of donation was made, a gift, sustainer pledge, or pledge row is inserted for this new constituent.

If the donation is recurring, a sustainer payment schedule is built by using the Recurring Amount, Months to Bill, and Reminder fields.

If the donor makes a one-time or recurring donation, he or she must also supply credit card or bank draft information. Once the donation is submitted, the credit card or bank draft transaction that links to it is automatically processed through Paya Payment Solutions (SPS).

If the donor makes a pledge, the donor can choose to be billed at a later time, or the donor can supply Credit Card or Bank Draft information at the time of the donation. If Credit Card or Bank Draft information is supplied, SPS will store the information, but the donor's credit card will not be charged, or funds withdrawn from his/her bank account, at this time. When the pledge is processed through the ADE, a Pledge row is inserted, and Millennium will use the information from the Pledge Amount, Pledge Date, Pledge Type and Payment count fields to build a payment schedule for the Pledge. A Credit Card row will be linked to the pledge to hold the information that is stored in Paya Payment Solutions. A pledge payment row, and a Credit Card row that links to the payment, will be created in Millennium once the SPS Process Pledge Tool selects the Pledge for processing. The donor’s credit card will be charged, or funds will be withdrawn from his/her bank account, at this time.

Making an Online Donation to your Site

1. The donor accesses the start page and clicks the non-members donation link located below the Sign In button.
2. The donor enters his or her biographical information. A red asterisk displays next to a data field label if that piece of biographical information is required by your site.
3. If the donor is making a one-time donation, he or she enters the amount in the Donation Amount field.
4. If the donor is making a pledge, he or she enters an amount in the Pledge Amount field, the date that he or she wants to make the first payment on the pledge in the Pledge Date field, the type of Pledge in the Pledge Type field, and the number of payments he or she wants to make in the Payment Count field.
5. If the donor is making a recurring donation, he or she will enter the amount that he or she plans to donate each time in the Recurring Amount field. The system will then automatically select all of the Months to bill check boxes. So, if the donor does not want to make a donation in a certain month, he or she must uncheck that month. The system will also select the Please send me a reminder check box by default. If the donor does not want to have bill reminders sent, he or she must clear that box.
6. The donor selects the method of payment: Credit Card, Bank Draft or Bill Me Later. Bill Me Later is only available if the donor is making a pledge. One-time and recurring donations must be made by Credit Card or Bank Draft. Credit Card and Bank Draft can be used only if you have an SSL Certificate for your website.
7. The donor enters further information about the donation, including Campaign, and how the donation is to be Allocated (the purpose, or restriction, of the donation). If the donor is affiliated with a matching gift company, he or she can enter that company's name. If the donor would like to make his or her donation in honor and/or in memory of someone, he or she can enter that information here as well.
8. The donor clicks Continue. If any required information is missing, the system will display a message to notify the donor of the missing information. The donor clicks OK to clear the message, corrects any mistakes, and re-clicks Continue.
9. If paying by credit card, the Paya Exchange form displays. The donor enters the credit card number and expiration date and clicks Submit.
10. If paying by bank draft, the Bank Draft insert form displays. The donor supplies any information that has not been populated, or edits, if desired, the information that has been populated, and then clicks Continue.
11. If the donor has made a one-time or recurring donation, Paya Payment Solutions will attempt to electronically process the donation - charge the credit card or debit the bank account depending on how the donation is tendered.
12. If the credit card or draft processing fails and this failure is due to mistakes that the donor can control (for examples, missing information, or wrong account number), the system will display a message to notify him or her of this failure and the reason for it. The donor clicks OK to clear the message, corrects any mistakes, and re-clicks Continue.
13. If processing fails and this failure is due to circumstances beyond the donor's control, the system will display a message to notify that the donation cannot be processed at this time. The donor clicks OK to clear the message and is returned to the bank draft or credit card insert form. He or she can click on Cancel to stop the donation, or re-click Continue to try again.
14. When the donation is successfully processed, the "Thank you for your donation" message displays.

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