Checkout Flow for Offline Donations

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

You can also edit any of your donation options while offline.

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

Log an offline donation

From a charity page, select Log an offline donation.

Note: If the organization has not been vetted, you will not be able to log an offline donation. Instead, you will be prompted to submit a vetting request first.
If enabled, attach the donation receipt under Upload a receipt field. This may be required by your organization.
Enter your Donation Amount.
You can use the Currency Converter option to convert between your preferred currency to the organization’s accepted currency.
Select your Donation Type.
Select the Original Donation Date, which is the date you made your donation outside of the platform.
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.
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.
Select Send 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.
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.

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.
Select Confirm and Finish.
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.