Setting Up Online Giving
Access the Types of Gifts Available Online window.
From the left-hand panel, select the fund type you want to make available online.
Select the Display on Web? checkbox.
In the Display Order column, enter the order in which you want the gift designation to be displayed. For example, if you want Campaign Funds to be displayed first, enter a 1.
In the Description column, enter descriptive information to be displayed to the constituent.
In the Long Description column, you can enter a more detailed description of the fund to be displayed to the constituent.
For the Gift Category Funds option, you can enter any specific procedures or instructions to be displayed to the constituent in the Online Instructions column.
Repeat steps 2 - 7 for each fund you want available to constituents pledging and gifting online.
Click the Save button.
Tip
If you select the Campaign Fund type to be available online using the Types of Gifts Available online window, the specific campaign types must be designated for the web.
Access the Campaign Definition window.
For those campaign funds you want to make available online to constituents, select the For Web? checkboxes.
Do one of the following:
Click the Save button.
Double-click on a listed campaign in the Campaign Definition window (or right-click and select the Edit Campaign Definition option) and select the Use for Online Giving? checkbox. This method also allows you to enter a Web Description for the selected campaign.
Click the Save button.
Tip
If you select the Financial Aid/Scholarship Funds type to be available online using the Types of Gifts Available online window, the specific financial aid and scholarship types must be designated for the web.
Access the Scholarships window.
For those scholarship and financial aid funds you want to make available online to constituents, select the For Web? checkboxes.
Do one of the following:
Click the Save button.
Double-click on a listed scholarship in the Scholarships window (or right-click the Edit Scholarships option) and select the Use for Online Giving? checkbox. This method also allows you to enter a Web Description for the selected scholarship.
Click the Save button.
If you select the Gift Category Funds type to be available online using the Types of Gifts Available online window, the specific gift types must be designated for the web.
To have donors select from a particular gift category, select it on the first screen. However, gift categories are also displayed on the second online giving page when the donor has selected a campaign or memorial/honor fund.
Access the Gift Categories window.
For those gift funds you want to make available online to constituents, do one of the following:
from the For Web? drop-down options select:
Both Screens: this option allows the gift category to be included in the drop-downs on both the first and the second gift screens.
Initial Screen: this option only allows the gift category to be show in the drop-down on the first gift screen.
Secondary Screen: this option only allows the gift category to be show in the drop-down on the second gift screen
None: this option does not show the gift category on either screen of the Online Giving portlet.
Double-click on a listed gift category in the Gift Categories window, or right-click and select Edit Gift Categories.
The Gift Category Detail window appears.
On the Gift Category tab, set the Use for Online Giving option appropriately. This method also allows you to enter a Web Description for the selected gift category.
Click the Save button.
If you select the Memorial/Honor Funds type to be available online using the Types of Gifts Available online window, the specific memorial and honor types must be designated for the web.
Access the Memorial/Honor Definition window.
For those funds given to your organization in memory or honor of someone you want to make available online to constituents, select the For Web? checkboxes.
Do one of the following:
Click the Save button.
Double-click on a listed memorial/honor fund in the Memorial/Honor Definition window (or right- click the Edit Memorial/Honor Detail option) and select the Use for Online Giving? checkbox. This method also allows you to enter in a Web Description for the selected memorial/honor fund.
Click the Save button.
Use the following procedures if you use the General Ledger module and want to transfer the gifts into specific accounts.
Access the Gift Categories window.
Select the gift category for which you are establishing the cash and revenue accounts.
Right-click and select Edit Gift Categories. The Gift Category Detail window appears.
Select the G/L Accounts tab.
In the Cash Account column, enter or select the cash account to which the gift will be applied (debited) in the general ledger.
In the Revenue Account column, enter or select the revenue account to which the gift will be applied (credited) in the general ledger.
In the Receivable Type Account column, enter or select the account to be used to record a promise as a receivable when a promise is made. When the promise payment is received, this account is credited.
If the account to record a promise is treated as a liability the Liability Type Account option appears. Enter or select the account to be debited that will negate the liability.
In the Folio column, enter the text to be displayed for gift transactions.
Click the Save button.
Access the Internet Configuration window.
From the Module drop-down option list, select DJ, DE Module Access (JICS Configurations only).
Configure nickname cross-checking:
Select the cross-check_first_nickname row.
To compare the entered first name to the Name Master table's First Name and Nickname columns, enter Y in the Value column.
To compare the entered first name to the Name Master table's First Name column only, enter N in the Value column.
Configure preferred name cross-checking:
Select the cross-check_first_preferred_name row.
To compare the entered first name to the Name Master table's First Name and Preferred Name columns, enter Y in the Value column.
To compare the entered first name to the Name Master table's First Name column only, enter N in the Value column.
Configure birth name cross-checking:
Select the cross-check_last_birth_name row.
To compare the entered last name to the Name Master table's Last Name and Birth Name columns, enter Y in the Value column.
To compare the entered last name to the Name Master table's Last Name column only, enter N in the Value column.
Click the Save button.
Verify the appropriate J1 Desktop users belong to the user group being granted email notification privileges (Group Membership window).
Access the Internet Submissions window. Select Personal Information with Gift row.
Click the Assign Processing and Notifications Rights button. The Assign Processing and Notification Rights window appears.
For those user groups you want to be allowed to process a constituent's personal information updates that have been submitted with a gift/pledge, select the Can Process check boxes.
For those user groups you want to receive notification emails when a constituent has submitted an update to their personal information along with their gift/pledge, select the Must Notify checkboxes.
To add a new group to the list:
Right-click and select Add Row. A new row appears.
From the Groups drop-down list options, select the group to be granted submission permissions and/or receive notification emails.
Select the Can Process and/or Must Notify checkboxes for the added group.
Select the Online Gift row.
Click the Assign Processing and Notifications Rights button. The Assign Processing and Notification Rights window appears.
For those user groups you want to receive notification emails when a constituent has submitted an online gift and/or pledge, select the Must Notify checkboxes.
To add a group:
Right-click and select Add Row. A new row appears.
From the Groups drop-down list options, select the group to be granted submission permissions and/or receive notification emails.
Select the Must Notify checkbox for the added group.
Click the Save button.
Click the Cancel button to close the window.
CRM Alumni and Donors users submitted a gift automatically receive an email receipt. No notification is sent to the donor for pledges.
Access the Name Entity window.
From the ID Number column, enter the ID number for the user for whom you are verifying or updating an email address.To search for an ID Number, enter the user's name in the ID column to do a quick search or right-click and select Advanced Search.
Select the Individual tab.
From the Addresses section, Email column, enter or update the user's email address.
Click the Save button.
You can configure the following:
Feature welcome message
Whether alumni and donors can view detailed category, selection, and/or form descriptions
The first tab alumni and donors see when they access the feature
Log into the Campus Portal as an administrative user.
Navigate to the Online Giving feature.
From the Admin Toolbar, click Settings. The Settings page appears.
To display the welcome message, select the Show the introduction option from the Show Introduction section. A welcome message will be displayed when the constituent accesses the feature.
Tip
The welcome message can also be edited as a part of your school's initial setup.
To allow the constituent to view detailed category descriptions, select the Display the category descriptions option from the Show Category Descriptions section. Do not select this option if you do not want to display detailed descriptions for each giving category.
To allow the constituent to view detailed selection descriptions, select the Display the selection descriptions option from the Show Selection Descriptions section. Do not select this option if you do not want to display detailed descriptions for selected giving options on the Gift and Pledge entry forms.
To allow the constituent to view detailed form descriptions, select the Display the form descriptions option from the Show Form Descriptions section. Do not select this option if you do not want instructions for the Designation and Memorial drop-down options to be displayed on the Gift and Pledge Entry forms.
To determine the first tab displayed to the constituent when they access the feature:
Locate the Initial Tab section.
To display the personal information verification tab first when a constituent accesses the feature after logging in, select the Verify personal information option.
To display the enter gift or pledge tab first when a constituent accesses the feature after logging in, select the Enter a gift or pledge option.
Tip
The Verify Personal Information screen automatically appears first for users who are not logged in.
Click the Save button.
Click the Exit button.