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in progress

Exchange: Recurring And One-Time Donations

exchange recurring donations fundraising event exchange for nonprofit

1 reply to this topic

#1 ctabor1

ctabor1

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Posted 05 October 2013 - 09:26 AM

I've done a quick search here, and there are only a few posts on recurring donations or payments, but were not what I was looking for.

I see you have quite a few video tutorials on Exchange, and I went back and did a quick review of the Exchange webby in the last Developer course, but don't think it was really addressed... maybe just mentioned that you could do it. SO, looking for instructions, if any exist. (and options, etc.)

Actually -- I finally purchased Gravity Forms for various reasons... and one of them being able to do recurring donations for a non profit.
However, when it was stated that exchange could do this... I may like to do this instead, since I want to set up various donation options for my client's non profit.

Could you advise best way to:

MAIN OBJECTIVE:
Showcase 3-4 different funds to donate to (same non profit)  (e.g. General Fund, Strands Fund, UltraSound Fund, etc.)
Offer a 1-time donation option  - but offer and encourage monthly recurring donation to fund(s) of their choice.
These would be ongoing so could stay on the site.

ADDITIONAL OBJECTIVE:
Alternately, for a special "benefit event" or fundraiser... would love to be able to show "how much raised" as the commitments come in.
Should we stick with a fundraiser plug in for something like that?  These would be time sensitive and not remain on the site indefinitely.

Thanks for your feedback ahead of time...:)
Christine
Christine Tabor - FLPedaler
ctabor@cltventures.com

#2 Elise Alley

Elise Alley

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Posted 07 October 2013 - 01:34 PM

Hi Christine,

You can set up pre-determined donation amounts with Exchange, but there isn't an option to allow them to select their own custom amount.  So you could create a products like "General Fund - $15 Donation," "General Fund - $25 Donation," "General Fund - $50 Donation," etc.  Also, when you create the products, you have to make them either recurring or not; the customer can't select recurring or not.  So, again, you could create a product for a one time donation and one for a recurring donation, but that's the only way you could give them the option at this time.

For your additional objective, you would need to use a fundraiser plugin for that.  It's not something that you could do in Exchange at this time.

You do have some great ideas for Exchange features.  We'd love to hear them and you can send them to us at http://ithemes.com/exchange/feature-request/

Let us know if you have any additional questions.

Thanks,

Elise



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