Online Giving Application 7/30/2009

Overview / History Online Giving Application –Originally built in 1999 / ITOS –Online Application to process transactions Gifts (limited accounts) Pledges / Pledge Payments Alumni Membership Dues –Interaction with ASCEND (Alumni/Development DB) –Multiple merchants processed via one checkout

Overview / History Application has evolved –“other income” – non-gifts –External Events/Campaigns –Special Instructions –In Honor Of / In Memory Of –Recurring Payments –Custom Banners / Branding –Multiple Foundations –Different ways of connecting to site –New Server / New Options

Basic Flow of a Transaction Online Giving Website 1.Select account and amount 2.Add special instructions if necessary 3.Check out / contact information /address verification 4.Review Touchnet 5.Payment Type (ACH/Credit) 6.Payment Information 7.Verify Payment Information 8.Receipt  Confirmation(s) to Online Giving System  Confirmation (s) to Campaign Manager

Ways to Interface with the Online Giving System Gifts –Traditional – browsing through select boxes Example: – –Traditional via link to account Example: » Can pass in amount / appeal code / account –&appeal= –&amount= –&extacc= Tool –Link to specific account (not in web accounts) Vet School – Tool

Ways to Interface with the Online Giving System Gifts –Add to cart – via link Good for blasts Fixed amounts Can include Appeal Code Example: &amt=50&appeal= &amt=50&appeal=14234 Tool:

Ways to Interface with the Online Giving System Gifts –Add to cart – form Can give multiple amounts to select from and pass special instructions Can select from different accounts – Tool:

Ways to Interface with the Online Giving System Campaign/Events/Other Income –External Events Requires in-house programming Example: – –Integrated Does not require programming Simple, non-conditional Currently best with one or two products CAES Walkway Brick Example: –

Ways to Interface with the Online Giving System Campaign/Events/Other Income –Pledge / Campaign / Hosted The Arch Society Legacy Campaign Example –

Ways to Interface with the Online Giving System Campaign / Gifts with Supplemental Data Setup required on our end –Contact us Data Stored on External Affairs Server confirmation containing data Report Viewer Access Example:

Example of Supplemental Fields Pet's Name Species (cat,dog,etc)

Example to Staff Order Processed Ascend Order ID: First Name: Greg Middle Name: Last Name: Harmelink Address Type: R Street Address: PO Box City: Savannah State: GA Zip: Zip+4: Type: W Country: 0 External Order ID: Item: Early Bird Adult BBQ - $44.00

Example to Donor Dear Jon Hope: This notice is to confirm a recent transaction with the University of Georgia. The details of the transaction can be found below. Confirmation Number: Items: Item: Early Bird Adult BBQ Cost: $44 Sincerely, The University of Georgia

Limitations Confirmation s –Standard / Uniform –Confirmation for each order Cancellation of transactions Recurring Payments –Only one per transaction –Equal Payments Non-US Addresses (address verification)

Miscellaneous Custom Banners –By Unit –By Department –By Account Campus Proxy Users Old links to ASG server Giving to UGA / Branding –Style Guide: Resources:

Thoughts? Ideas for improvement? Complaints?