Donation Setup

REACH allows nonprofits to customize the options shown on their donation forms. Organizations can include a suggested additional donation to help cover their transaction fees, choose which information they require their supporters to include, and update their thank you message that is displayed and emailed after a successful donation.

Donation Form Settings

  • Go to Settings > Donation Setup
  • Under the Donation Form Settings tab, you can provide a suggested additional donation amount on the donation form asking your donors to help cover your organization’s credit card processing fees.
    • Note: This is different from the Additional Donation Amount setting in Account Rules
  • Type in a Percentage Amount or a Flat Amount.

Note: REACH also allows you to create custom designed donation forms.

This is how suggested additional donation amount and transaction fees are shown on the public Donation page:

Review your Supporter Donation Options

  • Check the boxes if you require supporters to include a billing address and phone number
  • Note: Some payment gateways require this information.
  • Check the box if you would like supporters to schedule recurring donations
  • Check the box if you’d like the supporter to include their date of birth
  • Check the box if you’d like to send a text confirmation for a completed donation.
  • Note: This requires text to give being setup and the supporter’s mobile number on file.

This is how Supporter Donation Options are shown on the public Donation page:

Update your Donation Thank You Message

  • Customize your text and add any photos, if desired, to your donation thank you message.
  • Note: This is the message that is displayed after a donor successfully completes a donation. It is also included in their email receipt.
  • Click Save Changes

This is the thank you message shown on the public page when a supporter completes a donation:

Currency

REACH supports recording donations in several base currencies using our multi-currency feature. Accept donations from various currencies and have them converted to your base currency. To set your base currency, go to the Currency tab:

  • Select your base Currency
  • Click on Save Changes
  • Note: If you would like your public donation page to accept donations in other currency, please email our support team.

Credit Card Setup

On the Credit Card Setup tab, check the boxes for the credit cards your payment gateway supports. The icons of the cards you selected will be shown on your donation page.

Your organization must have an account with a payment gateway to use REACH. If you are not currently working with a payment gateway, we highly recommend Stripe due to its ease of use, non-profit discount, all-inclusive price with fewer hidden fees and the amount of countries, currencies and card types it works with.

Review your Card Expiration Notifications for expiring credit cards and cards that have already expired. Set the number of months prior to card expiring or after the card has expired for the notifications to be sent.

For more information on credit card expirations and customization options, view our Card Expiration Notification article.

Payment Gateway

Your organization must have an account with a payment gateway to use REACH online donations.

On the Payment Gateway tab:

  • Choose whether to Require 3D Secure Credit Card Transactions
    • Note: This was implemented to authenticate credit card transactions and to meet SCA compliance.
  • Select a New Payment Gateway from our list of accepted gateways.
  • Enter any API or tokens required by the gateway
  • Click Save Changes

Contribution Statements

On the Contribution Statements tab:

Custom Payment Types

Organizations can create their own custom payment types for offline donations. These can be used to record single offline donations that were set up from your supporter’s side and have already occurred. For example, these donations could be from a particular bank or a secondary payment gateway or used to record donations using cryptocurrency. These will be shown on your Donations and can be filtered in your reports.

On the Custom Payment Types tab:

  • Click Add Custom Payment Type
  • Enter in a Title
  • A Permalink will be generated
  • Click Save Changes

Gift Aid

If you are a UK-based organization, you can configure your Gift Aid settings on the Gift Aid tab. You can enter any custom text to display when a donor is asked about Gift Aid. Be sure to click on Save Changes when done.


Default General Ledger (GL) Codes

Organizations have the option to include General Ledger (GL) codes as a way to further record, designate and track your accounting transactions. GL codes will be included on your transaction descriptions and available in your donation reports and exports for accounting (such as QuickBooks).

In REACH, GL codes are tied to donations for your Projects, Places, Campaigns, Donation Categories, Sponsorship Types, Events and Products.

Here is an example transaction description of an online donation sent to your payment gateway:

8667800be70eee – REACH donation to General Fund – GENERAL

The description begins with the REACH Confirmation ID which can be found on completed donations: 8667800be70eee.
Following is the description of the transaction which will always begin with “REACH” to identify where the transaction originated from: REACH donation to General Fund.
The GL Code will be shown last.  In our example, the Donation Category “General Fund” has the GL Code set as: GENERAL.

To add/edit your GL codes:

  • From your Admin Console, go to Settings > Donation Setup
  • Click on the Default GL Codes tab
  • Add/Edit the GL codes as desired for each donation purpose (examples below)
  • When complete, be sure to click Save Changes

You can also add unique GL codes for individual donation purposes as desired. For example, if you want a specific GL code for a particular Campaign, you can add a GL code into that Campaign in the GL Code field (as shown below). Once added, be sure to scroll down and click Save Changes.

Tags: ,

Was this article helpful?

Next Article

Donation Categories