If a guest would like to make a donation at your auction, you can use the Virtual Terminal to do so.
The ability to make a one-time donation is different from the purchase of fund-a-need items. Donors can designate their donation amount, opt into receiving communications from your organization, and can share a donation message to accompany their gift.
Using the Virtual Terminal on a mobile device? Check out this article!
Contents:
If your volunteers are using the web Virtual Terminal for managing your auction on a computer, feel free to share this video with them:
Donation Details
Click the auction's Donate tab within the Virtual Terminal.
Select an amount from the drop-down menu. Selecting the Other option opens the Enter Other Amount field where donors specify the amount they wish to give.
If matching gifts are enabled in Auction Settings and you've linked the form with a Double the Donation or HEPdata matching gifts service integration, an employer search field will appear in Donation Details. This makes it simple for donors to determine if their employer has a matching gift program and will match their donation.
Beneath the matching gift search bar is the Donation Message text box where you can enter notes about the donation.
Additional Settings
If dedications or restrictions have been turned on, an Additional Settings section will appear from which you can select a dedication or restriction.
Contact Information
Then, enter the donor's Contact Information. You can specify if the donation is made on behalf of a company by clicking the Company Donation checkbox. This changes the donor first and last name fields to a Company Name field.
If their billing address is different, uncheck the box to enter the billing address fields. If a donor agrees to be contacted by your organization after the event, toggle on the opt-in option.
Please note: The default toggle setting for the opt-in option can be set to display as toggled on, toggled off, or to not display at all. To set the default view, navigate to Auction Settings and then to Donation Settings within the Control Panel. To learn more, read this article.
Additional Questions
If you've added any custom fields, they'll appear in the Additional Questions section.
Payment Information
Once all information is completed, click Donate. The options available are credit card, eCheck, Cash, and Check.
For the eCheck payment method, the donor must input the name on the checking account, the routing number, and bank account number. If paying by check, a check number must be entered. Once the payment information has been entered, click Process Donation to complete the gift.
A popup will appear stating the transaction has been successfully processed. A link to View Transaction Details is included. Click OK to return to the Donate tab in the Virtual Terminal.
The donor will receive a receipt at the email address entered during the donation process.