Giving
AlumnIQ's signature event service facilitates the solicitation of a single-fund, one-time gift from registrants.
How does it work?
If active, the primary registrant (the one doing the registering on behalf of the party) will be presented with a standalone step during the registration process to make a gift. It follows the package/event selection step (and, if active, housing).
The gift is a one-time, one-fund gift. We do not support recurring or installment gifts, nor do we support gifts to multiple funds. It's intentionally, deliberately simple.
Additionally, potential donors will have to choose from a pre-defined set of funds; we do not make available a text box for donors to type in a fund name.
If the primary registrant makes a gift, at checkout they will enter their payment information once and we'll run two charges: one for the gift, another for the balance of the registration fees.
Once you or your gift processing team receives notice the gift has been paid for, you can confidently book, acknowledge, and receipt it using your own in-house process. We do not permit refunds of gift transactions via AlumnIQ - all control is yours from checkout forward.
The Ask
The way you present the Give step can be customized in the following ways:
Add custom text to the gift step with your case for support
Set the minimum gift amount
Add multiple fund options, presented in a dropdown menu (and set the display order)
If desired, show a priority fund as pre-selected in the dropdown menu
Donor always has the option to choose a different one
Add a 'last ask' blurb on the Review step
Shown only if the donor does not use the Give step
Set the 'last ask' amount on the Review step
Easily adds a gift of that amount to their total without going back to Give step
Donor can make changes to amount and fund anytime before checkout
Acknowledgement
If a gift is made during registration, a separate content area can be initiated in the confirmation email to acknowledge the gift and/or include any official tax receipt language, or anything else you’d like to say to donors. There are no tokens available to personalize the content; it’s a general statement that all donors would see.
The confirmation email can serve as an official tax receipt if that language is included here. The gift amount is displayed separately from any registration fees in the transaction summary.
Reconciliation/Reporting
To make it easy for whoever will be reconciling the gifts, review the following settings:
Add a unique appeal code to track these gifts
Send a gift report either daily or weekly by email
Specify a subject line to easily identify the report
Include multiple recipients to receive the report (or use a shared inbox!)
Gift reports can also be run manually at any time
Gift transactions will show separately from registration transactions in your payment gateway - see Transactions below for more
If your institution has the capacity to use an API to ingest the gift data, gifts can be pulled in as often as you like. Please file a ticket with AlumnIQ to start the discussion.
Reports
If you need to get an instant report at any given time, use one of the following:
Contributions/Donations - gifts only
Transaction Reconciliation - this includes both gift and registration fee transactions, and can be filtered by type
Confirmation codes from your payment gateway are included in both reports.
Getting set up (quickly)
File a ticket to request the AlumnIQ team activates the Give step and adds your desired Gift Funds
Provide us with a unique code and label for each fund. The label is exactly what will show to the potential donor, and the codes can be formatted however your institution formats them, and should be consistent
Examples:
Once confirmed the gift funds are active, go to Setup->Org Configuration->View Registration Group, and scroll to the bottom of the page, past any packages
In the Registration Group Fund Options section, choose a fund from the dropdown menu, set the display order (use integers >0), and tap the green ‘Add Fund’ button. Repeat this process for all funds you want to include.
If you would like a priority fund to be pre-selected, check off the ‘Select this by default’ button for the fund you want
Go to Setup->Org Configuration->Edit Org to set the custom text for the page, minimum gift amount, and ‘last ask’ settings
Go to Setup->Org Configuration->View Registration Group->Edit Registration Group->Gift Receipt Blurb to add any thank you content and/or official receipt language
What does it look like?
On the Give step, your gift page blurb displays above an open text box for amount, as well as the dropdown menu of fund options.
On the Review step, the Last Ask will display only if a gift was not made yet. If a last ask amount is specified, the registrant can choose a fund and add the amount easily to their total, without having to go back to the Give step.
Where do I update ______?
At the Master Event level (Setup->Master Event Config->Edit Master Event):
the appeal code attached to all gifts
the frequency of gift report delivery by email
the subject line of that email
the recipient(s) of that email
At the Org level (Setup->Org Configuration->Edit Org):
the text at the top of the Give step (Gift page Blurb)
the minimum gift amount
the 'last ask' blurb on the Review step
the 'last ask' amount on the Review step
At the Registration Group level (Setup->Org Configuration->View Registration Group->Registration Group Fund Options):
the fund options presented on the Give step
the display order of those funds
At the Registration Group level (Setup->Org Configuration->View Registration Group->Edit Registration Group->Gift Receipt Blurb):
the thank you content and/or receipt language for the confirmation page and email
Transactions
AlumnIQ supports the use of a separate payment gateway for gifts, if you have one. It does not need to be the same type as the registration payment gateway, i.e. registration can use Cybersource and giving can use Stripe.
We transact gifts separately from, and always before,registration fees. The registrant/donor only enters their payment information once.
The gift report data includes your gateway confirmation codes for easy reconciliation.
The list of supported gateways is here: https://docs.spreedly.com/reference/supported-gateways/.
To add a payment gateway, please file a ticket and AlumnIQ will provide you with a secure way to provide us with the keys to connect your gateway.
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