About the donation portal

You can use Campus Cafe to collect donations made online by credit card. Donors can be logged in to Campus Cafe or an outside guest. The donations flow into the Campus Cafe accounting module.

The Campus Cafe platform offers a donation page where donations can be made either by an individual logged in to Campus Cafe or without being logged in. Campus Cafe supports one donation page.

Prerequisites

• Configure transaction codes associated with donations.

• Configure third-party payment processor Authorize.net, PayPal or Stripe.

Required permissions

Configure appearance and instructional text

You may style the donation page by placing content above and below the form and in the planned giving section. Additionally, you can add content on the payment screen.

HTML/CSS may be used in these fields. To reference CSS, place the CSS in the custom CSS box on the Appearance and Student Photos page.

1. Go to Admin > Adjustable Text.

2. In Search enter the name of the part of the page you wish to update.

   • DONATION_HEADER: Content appearing at the bottom of the donation form.

   • DONATION_FOOTER: Content appearing at the bottom of the donation form.

   • DONATION_PLAN_GIVING: Content appearing in the planned giving section of the donation form.

   • PAYMENTS_DONATION_FEE_CLOB: Content appearing on the payment page.

3. In Value (the larger box) enter your content. You may include HTML and CSS.

4. Click Save.

5. Go to Admin > Refresh Data Cache.

Configure questions

Campus Cafe delivers questions you may ask on the donation form. Some fields, like the donor’s name, are always required. But you can choose whether to ask other questions such as the donor’s class year or spouse.

1. Go to Admin > Custom Control.

2. In Search enter DONPORTAL.

3. Click the pencil.

4. Each parameter represents a question (field) you can hide on the form. To hide the field, in Parameter Value enter Y.

   • Parameter Value 1: the donor’s affiliation with your institution based on what you’ve configured as constituent codes using STParm MMCONS. These options are shared across Campus Cafe.

   • Parameter Value 2: a free-form textbox where the donor can enter their class year. For example, 2008.

   • Parameter Value 3: a third line for the donor’s address.

   • Parameter Value 4: ask for the donor’s spouse’s salutation, first name and last name.

   • Parameter Value 5: ask if the gift is in honor or, in memory of or for a scholarship and provide the donor with a place to enter the name of the honoree or scholarship.

   • Parameter Value 6: ask if the gift will be matched by a company or organization and provide the donor with a place to enter information about the matching organization.

   • Parameter Value 7: display information about planned giving that you’ve configured in adjustable text.

   • Parameter Value 8: allow the donor to select a purpose of the gift. Gift purposes are configured in Alumni / Dev > Gift Purpose and these options are shared across Campus Cafe.

   • Parameter Value 9: allow the donor to select an additional purpose of the gift. Gift purposes are configured in Alumni / Dev > Gift Purpose and these options are shared across Campus Cafe.

   • Parameter Value 10: allow the donor to select an additional purpose of the gift. Gift purposes are configured in Alumni / Dev > Gift Purpose and these options are shared across Campus Cafe.

5. Click Save.

Configure donation transaction fee

You can ask your donors to add a transaction fee to credit card payments to cover your credit card swipe or other bank fees. You can set this fee as a percentage of the total gift (donation) or a fixed dollar amount. The transaction fee applies to one-time and all recurring donation payments. For a recurring donation, the fee will be charged on each payment, regardless of the type.

The fee won’t apply to donations made via ACH.

1. Go to Admin > Custom Control.

2. In Search enter PAYCONVFEE

3. Next to Seq. 1, Parm. 1, click the pencil.

4. Decide whether to charge a percentage of the gift (most common) or a flat fee.

   • If charging a percentage of the total gift, in Parameter Value 7 enter the percentage as numbers only; don’t include the percent sign. For example, if you wanted to charge 2.5%, you’d enter 2.5 in the box. In this example, if a donor gave $200, the fee would be $5 and the donor charged $205. If you want to charge a flat fee, leave this box empty.

   • If you want to charge a flat fee, in Parameter Value 8 enter the fee dollar amount; don’t include the dollar sign. For example, to charge a $10 fee for all donations, you’d enter 10.00 in the box. In this example, if a donor gave $200, they would be charged $210. If you want to charge a percentage of the gift as the fee, leave this box empty.

5. Click Save.

Go to the donation portal

From within Campus Cafe

1. Go to Advancement> Make a Donation.

From outside of Campus Cafe

To obtain the public link to the donation page log in to Campus Cafe and go to Advancement > Make a Donation. The address in your browser's address bar is the public URL (address) to share with donors. You may link to the URL from your website, email or other location.

Donation payments

Donations made through the portal appear in Gift Cash Batch Listing (Advancement > Gift Cash Batch) for posting to your ledger.

Recurring donation payments

You may have donors that wish to give on a monthly basis. If you use Stripe as your payment processor, Campus Cafe provides donors the opportunity to make a recurring monthly donation.

Make a donation

While making a donation using your Campus Cafe donation webpage, donors will see the box Make Gift Recurring Monthly.

Open

When you use Stripe as your payment processor, donors will be presented with a checkbox asking if they wish to make their gift monthly.

When a donor selects Make Gift Recurring, Campus Cafe removes the Gift Purpose 2, Gift Purpose 3 and related amounts of for these purposes because recurring payments can only be made for one purpose.

Open

Here the donor selected Make Gift Recurring so the ability to select a second and third gift purpose is removed.

A donor can enter the gift amount, which is each payment amount, and the number of monthly payments. Stripe will charge each payment on the same date each month as the first payment is charged. For example, a six-month pledge of $500, initiated on April 15 will calculate to a total gift of $3,000. Stripe processes all payments for recurring donations the next calendar day, so the first $500 payment would process on April 16. The second would be May 16, the third on June 16, and so on until the final payment is submitted.

Record donation

Once a recurring donation gift is made, you must attach it to a constituent.

Administrators will still need to attach donations to users in the Donation Lookup page by attaching users to donations, or creating new constituents in that page.

1. Go to Advancement > Donation Lookup.

2. If the donor already exists in Campus Cafe click in Bios Person to Add Lookup and locate the donor. If the donor is new, next to the gift click lick Create Person.
   
   

   Open

   

   If the gift is from a donor that already exists in Campus Cafe, click in Bios Person to Add Lookup or Bios ID to Add to locate the person.

3. Once you attach the donor to a donation, the donation appears in Gift Cash Batch (Advancement > Gift Cash Batch), ready to be posted to your general ledger and the constituent’s transaction page, which adds the recent gift to Paid to Date column.
   
   

   Open