Checkout Flow for Credit Card and Payroll Donations

If custom cart flow settings language has been added, it will display on the pages where applicable.

Note: The donation types available to you depend on your community's settings.

Start a donation

From a charity page, select Make a new donation.
Select Credit Card or Payroll.

Warning: If your community offers payroll, but you do not see the Payroll option, make sure you have payroll periods set up.
Select either One Time or Recurring for your donation frequency.
If you selected Credit Card and Recurring:
- Select Weekly, Monthly, Quarterly, or Semi-Annually as your donation cadence.
- Enter an End date for your donation, or select Continue until canceled to donate indefinitely.
Note: For recurring credit card donations, your first donation will be charged immediately after checkout and will continue until the end date or cancellation, even if a Giving Campaign or Engagement Element ends.
If enabled for your community, you may have the following Payroll options:
- Select a start and end date for your recurring donation.
- Select Next pay period or At a future date for your donation start period.
- Enter an End Date for your recurring donation, or select Continue until canceled to donate indefinitely.
Enter a Donation amount.
- If enabled for payroll donations, you can use the Show % Salary Option to change the amount options to percentages.
You can use the Currency Converter option to convert between your preferred currency to the organization’s accepted currency.
You can add a Designation if your donation has a specific purpose, such as a donation made in memory of someone or a donation to support a particular program. Depending on your selection, you can enter a note.
SelectSend an email if you would like to notify another person or entity of your donation.
- If selected, enter Designee email address(es), a email Subject, a Message Title, and a Personal Message.
- Determine whether Select Show my donation amount after the message to include the donation amount in the email.
If your donation has an available match, the Donation Match section displays.
1. Select the desired match program or select Do Not Match This Donation.
  - A progress bar displays beneath the match program(s) you have available. This progress bar shows how much of your cap you have used and how much you have left.
  - Next to the match amount, the info tool tip displays the percentage at which your employer will match your donation.
  - You will see an indicator if a match program requires admin approval.
  - You will see an indicator if a match program requires that the charity to agree to regulatory compliance statements.
  - If the organization requires an affirmation, this displays and must be agreed upon before your donation and match can be added to cart.
2. Answer any required custom questions under Match Questions. This section displays if you have chosen to apply a match and your employer has added custom questions to this match program.
Select Checkout Now or Add to My Cart.
- If you select Checkout Now, you will be directed to checkout.
- If you select Add to My Cart, you can continue browsing and add other donations before completing checkout. To complete your donation later, select your cart.

When you start a donation, the cart preview includes:

The Impact Total is the total donation amount expected to reach the organization, minus any applicable fees. This total also includes any amount that your employer matches for your donation. With recurring payroll, this shows the deduction for one paycheck only.
The Estimated annual total is the total donation amount expected to reach the organization, minus any applicable fees, for the whole year based on your projected pay periods. This total also includes any amount that your employer matches for your donation.
If your community covers donation fees, the Transparent Giving 100% Donated badge displays.
If your community does not cover fees, you will see the Transparent Giving badge, if enabled, that describes how fees are applied and how funds are passed to your chosen organization.

Review My Cart

You can view the following information from My Cart.

Donation amount shows the amount you commit to donating. If you have selected recurring payroll donations, this total only shows the amount donated for one pay period.
Match Amount appears if you applied a match to your donation. This shows the amount your employer commits to donating. If you have selected recurring payroll match, this total only shows the amount donated for one pay period.
Service Fees appear if fees are not covered by your organization. This shows the amount of fees that will be taken out of your donation amount. If your organization covers all service fees, you will not see this line.
Impact Total shows the total amount that will reach the organization, minus any applicable fees. This also includes any amount that your employer matches for your donation. If you have selected recurring payroll donations, this total only shows the amount donated for one pay period.
Estimated annual total appears if you are making a recurring payroll donation. This shows the total donation amount you and your employer commit to donate to the organization annually, minus any applicable fees, based on your projected pay periods.
Estimated annual match total appears if you are making a recurring payroll donation. This shows the total of your employer’s match annually. The estimated match total is based on the requirements of the selected match program.

Select Match details to add or change your match selection.

Note: You will not see this option if your employer does not use matching or if all match programs have expired.
Select Edit if you want to change your donation details.
Select Delete if you want to remove your donation from the cart.
Select Checkout or Add a Donation.
- If you select Checkout, you will be directed to checkout.
- If you select Add a Donation, you can continue browsing and add other donations before completing checkout. To complete your donation later, select your cart.

Note: You cannot add credit card donations that use different processors to the same cart. For example, if you want to create credit card donations to a charity based in India and a charity based in the US, these donations cannot be in your cart at the same time.

Complete checkout

Tip: You can see your My Cart details on the right side of the Checkout page.

Under Privacy Information and Affirmation, you can choose what information to share with the organization(s) you are donating to.
1. Under Select Privacy Information, select an option:
  - Name and Email
  - Name, Address and Email
  - Anonymous
2. If you selected Name and Email, you can update the name and email attached to your donation.
3. If you select Name, Address and Email, you can update the name and email attached to your donation, then enter the address to share with the organization.
4. Select Check this box if you would like to share your donor details with and receive communication from United Way if this feature is enabled and you would like to share your details.
5. If your employer has a custom affirmation, this affirmation will display and you must select I agree to the Company Affirmation Statement before you can continue.
Select Check this box if you would like to share your donor details with and receive communication from United Way if this feature is enabled and you would like to share your details.
If your employer has a custom affirmation, this affirmation will display and you must select I agree to the Company Affirmation Statement before you can continue.
For payroll donations, select Confirm and Finish. For credit card donations, select Add Credit Card.

Note: If this is an international donation, you may be redirected to our partner credit card processing site to enter your credit card info.
The success page, which confirms that your donation was successfully submitted, displays. This page also displays a Related Links section with relevant links for your community.