This webinar, co-presented by iATS Payments, covers features and benefits of their Brickwork and Aura apps and best practices for online donations.

1. One small step for fundraising,
one giant leap for nonprofits
March 5: Online Donations with iATS Payments

2. Introductions
Idealist Consulting strives to advance social responsibility
through thoughtful and approachable technical consulting.
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Top-rated on the AppExchange
Over 700 Salesforce implementations
Certified B Corp
iATS Payments focuses exclusively on providing payment
processing products and services to the nonprofit
community.
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9,000 nonprofit clients worldwide
Credit card and ACH (direct debit) processing
Released first version of Brickwork on the Salesforce
AppExchange in 2010

3. Agenda Overview
Best Practices in Online Donations
• What’s going on in online giving
• Best practices – overview
• Brickwork and Aura
• Resources available
• Q&A

4. Internet use
Online Donations inon a daily basis
• 85% of US adults online 2014:
• 73% does it mean?
Whatare on some type of social media
Giving Trends
• Overall giving increased by 4.9% in 2013
Online Giving
• Online donations increased by 13.5% in 2013
vs. 2012
• Accounted for 6.4% of all giving in 2013
Sources: Pew Research Center, Blackbaud 2013 Charitable Giving Report

5. Best Practices in Online Donations
• Consider organizational goals
and internal resources
• Payment types and payment
methods for donations
• Online donation forms
• Have a plan for data security

6. Organizational Goals and Capabilities
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Fundraising targets
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Donor audiences and how to
reach them online
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In-house webmaster or technical
support expertise
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Budget for solution customization
or implementation
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How to manage data on an
ongoing basis?

7. Payment Types and Methods
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Major credit cards
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ACH (direct debit)
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Cost-effective, less rejected transactions
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One-time gifts
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Recurring (sustaining) or monthly gifts?
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Automated transaction processing or
manual?
Event or off-site payment processing needs?

8. It’s all about the donation form…
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Is the form:
• Seamlessly integrated?
• Third party redirect?
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Keep it simple
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Focus on transparency
• Where are the funds going?
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Responsive design considerations
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Make security front and center

9. Data Security Considerations
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Is your form secure?
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PCI Compliance
• How card data is captured, transmitted and
stored
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Offline and online donation processing
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Critical to ensure adherence to industry
standards
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Possible actions to take to prevent credit card
fraud

10. Some Great Resources…
powerofus.salesforcefoundation.org
iATS Payments infographics
IdealWare:
The Landscape of Salesforce
for Nonprofits

11. iATS Payments in 15 seconds or less!
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World’s leading payment processor
specializing in services for nonprofits
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9,000 clients in North America, UK and
Europe
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iATS products:
• Brickwork
• Aura
• Aura Connect (*new!)
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Single/recurring credit card and ACH

12. Behind the Curtain…

13. Features and Benefits
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Compatible with the Nonprofit Starter Pack and all editions of Salesforce
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Integrated Aura products provide online and Facebook donation forms
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Limited or no customization required
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Integration with both ‘Payments’ and ‘Recurring Donation’ objects
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Integration with “Auctions for Salesforce” app by DJH Consulting
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Advanced contact matching
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Option for no ‘opportunity’ or ‘donation’ object creation

14. How it All Works Together

15. Aura in Action
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Step-by-step Aura setup wizard
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Seamless website integration
• No third party redirect
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Seattle Theatre Group, www.stgpresents.org
Free with any iATS merchant
account
Shopping cart functionality,
social sharing features and
more!

16. Aura Connect
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Uses Facebook ‘Canvas Apps’
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Complete seamless donation form
integration in Facebook
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Yukon Conservative Association, Facebook
Add-on / complementary product
to Aura
Free with iATS merchant account

17. Brickwork – iATS Settings

18. Brickwork – Contact Record

19. Brickwork – Virtual Terminal

20. Contact Matching

21. Recap: How it Works Together

22. Are these tools for you?
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You want a more flexible solution
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You want to do it yourself
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You fully use the features in the
Nonprofit Starter Pack
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You appreciate hands-on help and
support by phone or email
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You fundraise or process payments
internationally

23. Q&A