Feature to cover administrative costs
| Feature to cover administrative costs |
Introduction
It is possible to ask the donor if they would like to slightly increase their donation in order to help the organization cover transaction processing fees.
Configuration of the administrative costs feature
To make the feature available to your donors, you will need to configure 3 elements:
- An occasion and an activity to receive the contribution for “administrative costs.”
- Enable and configure the option in each web form.
- Configure the text asking the donor to increase their donation (optional).
Occasion and Activity
The amounts to cover administrative costs are additional donations calculated based on a predetermined percentage and suggested to your donor. These amounts may therefore be eligible for charitable receipts if you wish.
These amounts will be recorded in one occasion and one activity of your choice per form.
There are three possible strategies for managing occasions and activities:
- Use an existing activity in the form (for example, the “Donation” activity).
- Create a new activity in each occasion linked to a form (for example, an activity called “Voluntary contribution to costs”).
- Create a new occasion and activity solely for the purpose of receiving all costs from all forms (for example, an occasion called “Online costs donations” and an activity called “Donation increase”).
Key Points to Remember:
- 1 donation + 1 increase to cover costs = 2 transactions in Prodon.
- The receipt status of the cost activity will be important (for example, if you indicate no receipt, the additional donation will never be included in the receipt).
- The accounting allocation of the cost activity will be important (for example, if you use a separate activity, you will be able to direct the costs to a distinct allocation).
- The chosen strategy will impact reports (for example, if you use a different occasion/activity and then generate a report for the form’s occasion, the total amount will be lower than the sums collected through that form).
Backoffice
If needed, you can change the text that accompanies the checkbox offering the donor the option to contribute to transaction costs.
- Go to the IMakeAnOnlineDonation backoffice.
- Go to the Labels group.
- Edit the desired label group.
- Search for the word “costs” in the “Description” column.
- Change the text in “Value.”
Note: The amount is a merge field that will display the calculated amount of the additional contribution.
Web Form
Configuring the web form is very simple. You will need to perform this configuration in each form individually.
- Go to the form settings.
- Go to the “Administrative costs” tab.
- Specify the percentage to be used for the calculation.
- Choose the occasion and activity to use.
You can now synchronize your test form and test the new feature. If everything looks good, all that’s left is to synchronize your form in production.
You have completed the setup of the new feature.
Document name: Feature to cover administrative costs
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