Start a Donation - Credit Card or Payroll

1. From a charity page, select Make a new donation.

2. Select Credit Card or Payroll.

   Warning: If your community offers payroll but you don't see the Payroll option, make sure you have payroll periods set up.

3. Select One Time or Recurring as the donation frequency.

4. 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: Your first recurring credit card donation is charged immediately after checkout. Further donations continue until the end date or cancellation, even if a Giving Campaign or Engagement Element ends.

5. If enabled for payroll donations, select from the following Payroll options:

   • Under When would you like this deduction to start?, select Next pay period or At a future date.

     Tip: If you have custom Next Pay Period Helper Text or At a Future Date Helper Text, it appears under the selected option.

   • Enter an End Date for your recurring donation, or select Continue until canceled to donate indefinitely.

6. Enter a Donation amount.

   • If enabled for payroll donations, you can select Show % Salary Option to view donation amounts as percentages.

7. Use the Currency Converter option to convert your preferred currency to the organization's accepted currency.

8. You can add a Designation to identify a specific purpose, such as honoring someone or supporting a program. Depending on your selection, you can enter a note.

9. You can select Send an email to notify another person or organization about your donation.

   • If you select this option, enter Designee email address(es), Subject, Message Title, and Personal Message.

   • Select Show my donation amount after the message to include the donation amount in the email.

10. If you donate to a peer-to-peer fundraiser, you can select whether to share your name and donation amount under Recent Donations on the fundraiser page.

11. If your donation has an available match, the Donation Match section appears.

    1. Select the desired match program. If enabled for your community, you may have the Do Not Match This Donation option.

       • 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, or if the 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.

12. Select Checkout Now or Add to My Cart.

    • If you select Checkout Now, the checkout page opens.

    • Select Add to My Cart to continue browsing and add other donations before checkout. When you're ready to complete your checkout, select your cart.

Tip: If you have donation explanation custom text, it appears at the top of this page and varies by donation type: one-time payroll, recurring payroll, or credit card.

When you start a donation, the cart preview includes:

• The Impact Total is the total donation amount expected to reach the organization, minus applicable fees. This total also includes the amount 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 applicable fees, for the whole year based on your projected pay periods. This total also includes the amount your employer matches for your donation.

• If your community covers donation fees, the Transparent Giving 100% Donated badge displays.

• If your community doesn't cover fees, the Transparent Giving badge displays, if enabled, describing how fees are applied and how funds are passed to your chosen organization.

Next: Review My Cart - Credit Card or Payroll