Online Donation Portal

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Written by Nick Miles

Last published at: March 30th, 2020

Overview

The Donation Portal is a public facing website, used to crowd-source donations from the public. 


Components

  • Stripe
  • Fund Group
  • Fund(s)


Setup

Stripe Setup

If you have a Stripe account and it is linked to CommunitySuite, you can skip to Create a Fund Group. If you do not have a Stripe account, and or it has not been configured in CommunitySuite, follow these instructions before proceeding.


Create a Fund Group

Use fund groups to group similar funds together in the Donation Portal, and for reporting purposes.

You must create a Fund Group before you can create a fund.
  1. Select Funds from the Home page.
  2. Click List Groups.
  3. Click Create Group.
  4. Enter a Name, Public Name, and Sort Order, then click Create.

    The Public Name of the Fund Group will display in the Donation Portal, and the Sort Order defines the order in which each fund will display (within a fund group) in the Donation Portal. See below: 

Once you've created Fund Groups, use Fund Subgroups, and/or Fund Divisions, to further aggregate your funds.

You will not need to enter a Public Name for subgroups or divisions, since these categories are for internal use only.

SubGroup Examples:

  • Critical Needs
  • Endowed
  • Special Projects
  • Unendowed
  • Youth

Division Examples: 

  • Conservative
  • Corporate
  • Scholarship 
  • Special Funds


Create a Fund

Create a fund for accepting credit card donations from the Donation Portal.

The Promote checkbox must be checked for the fund to display in the Donation Portal.
  1. Select Funds from the Home page.
  2. Click Create.
  3. Give the fund a Name, Public Name, and select a fund Group.

    The Public Name and Group fields will display to the public in the Donation Portal. The Name field will will not.
  4. Scroll down to the Options section and check the box next to Promote.
  5. The Promote checkbox must be checked for the fund to display to the public in the Donation Portal.
  6. Scroll down to the Cash Management section and select a checking account.
  7. Check out this article for descriptions of all fund fields and settings.
  8. Enter a Fund Summary, the click Create.
  9. The Fund Summary will appear below the fund Public Name in the Donation PortaI.


Preview and Go-Live

  1. Select Donations from the Home page.
  2. Click the Donation Portal URL to preview your Donation Portal.
  3. Copy and paste this Donation Portal URL into an email, or insert it on your foundation's website, and to direct the public to your online donations page.
  4. Below is an image showing what the public will see when they enter the Donation Portal.