Global Configuration

These are things that we will discuss and agree on as long-term global configuration, and are not things that will be in your power to change via admin. Their values are shared between all paths, pitches, and designations and none my currently be set differently than the others.

Day of the month

The days of the month from which donors can choose to make their recurring payments is up to you; we only have a few requirements:

• Must be simple numbers (1st, 15th), not "2nd Tuesday."

• No higher than the 28th, as all months have at least 28 days.

If you like, you can simply pick which day of the month on which all recurring/installment gifts will be collected: "All recurring and installment gifts will be collected on the 1st of the month." In this case, the donor is informed of the date, but has no choice to make.

Of you can provide a few options; e.g. 1st, 15th, and 28th. Whatever combination of options suits you best.

In addition to specifying what day-of-month options there are, you can specify which is selected by default. You may offer the 1st and 15th as options, but default the selection to the 15th.

What if my initial payment is only a few days before the recurring payment?

AlumnIQ will not schedule your first recurring or installment payment until a minimum of 14 days has passed since your initial payment. If you make a monthly-recurring pledge on June 27th with a day-of-month selection of the 1st, your next payment will be collected on August 1st.

Recurring Payment Delay

This is the minimum number of days that must pass after the initial payment before the second recurring or installment payment. Default: 14.

Failed Payment Attempts

The number of times (once per day) we will retry a failing credit card. Default: 5

Athletics Waiver Options

Gifts to some designations may include special benefits (e.g. box seats to athletics events). You may wish to allow donors to waive their rights to those benefits to maximize their tax deduction. Only applies to designations that are flagged as athletics-waiver-applicable. Default: true

You may also specify the content of the waiver message.

Special Instructions Placeholder

The placeholder (grayed out) text in the special instructions field, which disappears as you begin to type into the box, is also configurable. Default: "Matching Gift Company, Gift in Honor of, Gift in Memory of, etc."

Minimum Transaction Amount

Self explanatory. Default: $5