My kids will never write a cheque, and in a few short years neither will the majority of your donor base. While it used to be acceptable to collect money ‘any way possible’ online, the data is telling us that donors want a donation experience that is easy to follow, on brand and connects the donor with the cause. How we accomplish these things without compromising security, CRA compliance and more is not always straightforward. This session will cover the basics of: Compliance and Law with respect to donation processing and the CRA The 101’s of payment processing terms, security and must knows How you can get the most out of your online donation experience More at http://www.meetup.com/Vancouver-social-media-nonprofits-social-change/events/154285232/

1. mo money. mo problems
The Money, The Law, & Collecting Money Online

2. Welcome
Jeff Golby @jgolby
Operations Manager, Chimp
Foundation

3. Online
Donor
Acquisition
Funnel
awareness
education
connection
trust
$
$$
$$$
$$$$
commit
$$$$$
your favourite mistake
ongoing stewardship

6. Giving by #s
•
•
•
•
•
User Experience by #s
•
•
Donations via a giving portal yield 30%
average smaller gifts ($80 vs. $118)
Overall giving on sites that redirect to
unbranded gateways is 6x lower than
branded pages
•
Online giving growth is 14%
year over last
2.1 Billion Dollars (USA)
Offline shrunk by 1.5%
1 in 5 go to your site specifically
to make a donation (old
stat…it‟s higher now, just trust
me)
Cumulative 5 year value of
donor acquired online is over
2.5 TIMES the same donor
acquired offline
Online donors are „self
described‟ two times more loyal
to the cause they gave to than
offline.
Only three things really matter here.

7. Assumptions:
1. You are absolutely convinced that donor experience
matters a great great deal (even online)
2. You are absolutely convinced that this is a non
negotiable.
1. The People You
need to Know
2. The Terms You
need to Know
3. The Questions You
need to Ask
4. The Solutions you
should look at

8. The people you need to know &
what they want from you.

9. The Terms you Need to Know
•
•
•
•
•
•
•
•
•
•
Payment Processor
Merchant Bank
Gateway
Portal
PCI
SSL
Intercharge Fees
Processing Fee
Chargebacks
Branded Site

10. WHAT DO WE MEAN WHEN WE SAY …
DONATION SYSTEMS?
confidential
PAYMENT
PROCESS
OR
Merchant
Bank
DATABAS
E
SYSTEM
Donation
Form
YOUR
SITE
Bank
acct

11. I don’t
have time
for your
sh&*(%$!

12. Mobile Friendly
Analytics
Custom tax receipts
Quick communication with donor
Staying on site
Multiple ways to „add‟ money
Social Media integration
Thanking
Monthly Giving
Donor data
Donor Anonymity
Campaigns / designated giving
Multiple Giving Options (give string)
Peer to Peer Options
Transaction cost
security
Ongoing cost
Our own website capabilities
Installation cost
Developer cost

13. Crawl
CanadaHelps, PayPal Button
Walk
Chimp, Artez / Gift Tools “Basic” donation
solution
Run
Integrated Paypal Payments Pro, Processor (full
custom)
Fly
Blackbaud, Peer Giving, Convio OR Integrated /
Full custom

14. But wait. There’s more.
WHAT IS CROWDFUNDING?
The collective effort of
individuals who network and
pool their money to support
efforts initiated by other people
or organizations.

15. WHY CROWDFUNDING?

16. 5 CANDIAN PLATFORMS.
Third Party Sites
- FundRazr
- Chimp
- Giveffect
Your Own Site
- Peer Giving
- Artez

17. FUNDRAZR.
Good
Free/easy to set up
Mobile
Social integrations
Charity adaptability
Widget for your own site
Access to audience
Bad
5% plus CC
Lack of brand
Not created for charities

18. CHIMP.
Good
Easy to use
1% plus CC
Free & easy set up
Tax receipts
Donation widget
Automated matching
Access to donors
(limited)
Bad
Lack of brand
Donor information
Customization

19. GIVEFFECT.
Good
Tax receipting and
donor information
Interactive with simple
updates
Charity focused
Bad
Limited branding
Only charities that sign
up with them can
receive funds

20. OTHER TOOLS.
Blackbaud - Friends Asking Friends
Indiegogo
Kickstarter
Canada Helps

21. 1.
2.
3.
Mo Money. Mo
Problems.
How do we summarize this beast?
User Experience Matters Most. Think about what your donors want
and meet them where they‟re at.
Build your list: what matters to you as a charity most? What types of
resources do you have and what are you willing to spend to get
those results? For Example:
1. It is essential we control every element of the process v.
we‟re OK with someone else issuing tax receipts
2. We have really unique donation requirements vs. We just
want money.
3. We have talented developers on staff vs. One woman
show.
4. We have money to invest in this vs. no money.
Crawl | Walk | Run | Fly

22. Just remember kids…
Tools don’t raise money. People do