Page Settings for Donations

The appearance and functionality of an organization’s Donations form in Foundation Cloud Community Portal (FCCP) are determined by page settings. An organization’s Site Admin can configure page settings for some donation payment methods. Page settings for other donation payment methods are configured in collaboration with NPact staff and merchant services.

This article provides details on each payment method and instructions on configuring page settings according to the payment method selected.

Note

Be sure to update the help content under Site Admin > Help Topics when configuration changes result in a change to the appearance of the Donations page.

General Settings

To access general donation settings:

1. In FCCP, navigate to Site Admin > Page Settings.

2. In the Role dropdown, select Site Admin.

3. In the Page dropdown, select Donations.

The following fields are configured for all donations:

Instructions - Provides donation page instructions for donors or fund viewers.

Instructions 2 - Provides donation page instructions for users who are not signed in as donors or fund viewers.

Page Title - The title of the donations page.

Payment Method - The page settings for donations depend on the payment method the organization uses. FCCP supports three different payment methods.

• Integrated Payment Process - Uses the FCCP payment form so payments are made within the portal. This method costs more but allows for intelligent responses, receipt email, and storage of payment information.

• Redirects - Provides a button that opens a payment screen in a different website. This payment method costs more but allow for intelligent responses, receipt email, and storage of payment information.

• Embedded Payment Pages - Displays a payment form from a different payment website, but the form appears as if it originates from FCCP.

Integrated Payment Settings

These settings apply to all integrated payment methods.

Create CRM Gift Record - When set to True a gift record is created in the CRM system for the gift transaction. This requires set up in the CRM system as well.

Gift Subtype - Use to set a subtype in the CRM system. This may require set up in the CRM system as well.

Trans ID Attribute - A gift transaction ID needs to be assigned in the CRM system as an attribute, custom field, or gift table. enter the attribute name in this field.

Use Anonymous User for Unknown Donors - Unknown donors are web users who use the donations page without signing in. When set to True, CRM system gift records made by unknown donors are attached to the Anonymous Donor account.

Anonymous User - The CRM account used for unknown donors. It is also used to generate test gifts from the settings page.

Include Public Funds for Donors - When set to True donors see a list of all funds that are set to accept public donations in the Funds dropdown of the donations page in FCCP in addition to the funds with which the donor is associated.

Max Donation - The max donation limit, due to a BBMS limitation, is $50,000.

Show Available Balance - When set to True the available balance, or cash available balance, will show on the donations page. The default is set to True.

Show Net Assets - When set to True the net assets will show on the donations page. The default is set to True.

Show Pending Amount - When set to True payments that are scheduled and submitted grant requests with no grant created show on the donations page. The default is set to False.

Show Tribute - When set to True the donor is able to specify a tribute for the gift.

Tribute Types - A list of tribute types for the donor to select. Enter each value on a separate line.

Redirected Payment Settings

These settings apply to all redirected payment methods.

Show Redirect Button - When set to True a button, labeled Make a Donation, displays on the donations page. The default is True.

Redirect URL - The URL of the website where payments are processed.

Donate Button Pressed Message - Determines the message that displays when the Make a Donation button is clicked.

Embedded Payment Settings

These settings apply to all embedded payment methods.

Payment Method - Set to Online Express or Embedded URL.

Embedded URL - URL of the payment form script (most commonly https://bbox.blackbaudhosting.com/webforms/bbox-min.js).

Embedded Form Height - Set the height, in pixels, necessary to display the entire form.

Settings for Specific Merchant Services

FCCP enables donations through merchant services. Configuration settings vary for each merchant service.

Fiserv CardPointe Payments

This is an integrated payment method. A donor fills out the payment form and then clicks the Donate button. CardPointe supports various credit cards and direct debits (ACH). Donations are recorded in the CRM system and the donor receives an acknowledgement email. Recurring payments are handled by CardPointe. For more information on this payment method, read Fiserv Payment Processing.  

These settings apply when using the CardPointe payment method:

Payment Method - Set to CardPointe.

CardPointe Merchant ID - The ID assigned to your organization.

CardPointe URL - Most commonly set to https://api.cardconnect.com.

CardPointe Credentials - Enter in the format UserName:Password.

CoPilot User Name - Enter the username for using CoPilot.

CoPilot Password - Enter the password for using CoPilot.

CoPilot URL - Most commonly set to https://api.cardconnect.com.

CoPilot Auth URL - Most commonly set to https://accounts.cardconnect.com.

CoPilot Client ID - The client ID provided to your organization by CardPointe.

CoPilot Client Secret - The client secret provided to your organization by CardPointe.

Accept Direct Debit - When set to True the donor can choose between credit card and direct debit (ACH) payments.

Amount Decimals - Determines the number of decimals allowed in the amount field. Set to 0 to us whole dollar values. Set to 2 to allow cents.

Currency - Choose between USD (US Dollars) and CAD (Canadian Dollars).

Recurring Gifts - When set to True payments recur on a schedule.

Payment Frequencies - A list of time periods for the donor to select. Enter each value on a separate line.

Recurring Gift Start Date - The date the first recurring payment occurs. Enter each value on a separate line.

Enable Cover Platform Fee - When set to True the donor is presented with an option to cover the platform transaction fee.

Platform Fee Message - The message donors see when presented with the option to cover the transaction fee. We recommend this include the percentage and fixed fee.

Platform Fixed Fee - The fixed fee amount associated with the transaction.

Surcharge Text Enabled - Set to True if your organization opted into to the Merchant Surcharge Program. This causes the text in the Surcharge Text field to display.

Surcharge Text - It is required to inform donors when a surcharge is applied. Set the text of the surcharge message here.

Blackbaud Merchant Services (BBMS)

This is an integrated payment method. The donor fills out the donation form then clicks a button to open a BBMS payment form. BBMS supports multiple payment methods including credit cards and direct debit (ACH). Donations are recorded with merchant services. Recurring payments are handled by the CRM system.

Payment Method - Set to BBMS.

BBMS Payment Configuration - The name of the payment configuration set up in BBMS.

Accept Direct Debit - When set to True the donor can choose between credit card and direct debit (ACH) payments.

Amount Decimals - The number of decimals allowed for amounts. For BBMS, set to 0.

Recurring Gifts - When set to True.

Payment Frequencies - A list of time periods for the donor to select. Enter each value on a separate line.

Recurring Gift Start Date - The gift start date cannot be today (current date). Set to one of the following:

• Blank - The user is allowed to select a date.

• Beginning of the Month - The start date value is beginning of the next calendar month.

• Middle of the Month - The start date value is the 15th of the next calendar month.

• End of the Month - The start date value is the last day of the next calendar month.

Online Express

This is an embedded payment method. FCCP displays a payment form hosted by the payment website.

Payment Method - Set to Online Express.

Embedded URL - The URL for the payment website. Most commonly set to https://bbox.blackbaudhosting.com/webforms/bbox-min.js.

Embedded Key - Provided by Blackbaud during set up.

Capital Business Solutions

This is a redirect payment method. The donor clicks a button and information such as Donor ID and Funds IDs are passed to the payment processor. The donor initiates payment on the payment website.

Payment Method - Set to Capital Business Solutions.

Redirect URL - The URL for the payment website.

Token - Provided by Capital Business Solutions during set up.

Test Token - Provided by Capital Business Solutions during set up.

Donate Button Pressed Message - The message the donor sees after clicking the button to donate.