The CyberGrants Credit Card feature allows donations to be submitted directly through the giving portal and, depending on program setup, contributions may also be matched by a company. This workflow provides a streamlined way to give, track contributions, and manage matching requests.
The steps below describe the standard website format. The layout, field names, and options can be customized based on program preferences.
The following steps will guide you through the process of submitting a credit card gift, from selecting an organization to tracking gift status.
Step 1: Access the giving page
From the home page of the giving portal, enter the Giving tab from the top navigation bar. On the Giving page, select Make a Donation. If other gift types are available, such as payroll giving, a window will appear where you can view available donation options and then choose to donate via credit card.
Step 2: Search for an organization
On the Organization search page, enter the organization’s name in the search field. Alternatively, select Advanced Search to filter by:
Cause
State or country
Charity ID number
Select Searchto display results.
If the results include a Selectlink next to the organization, the donation process can proceed. If the link displays Nominate, a nomination must be submitted and approved before the donation can continue.
The right side of the page may also display the available matching balance, which shows how much of the gift may be matchable based on company policy.
Step 3: Enter gift details
On the gift page, complete all required and optional fields. Depending on the program configuration, the credit card fee may/may not be covered.
Currency - Select the appropriate currency, if not defaulted.
Donation amount - Enter the amount of the credit card gift.
Match amount requested (if applicable) - Enter a partial amount to be matched, or leave blank to request a full match.
Designation (optional) - Enter a designation if the gift is intended for a specific department, school, or program within the organization.
Select Save and Proceed to continue.
Step 4: Provide payment information
On the Credit Card page:
Select One-time payment or set up a recurring donation (Monthly, Quarterly, or Annual options may be available, depending on program setup).
For recurring donations, select the date when charges should occur.
Enter billing address and credit card details.
The CyberGrants platform is fully PCI DSS compliant, ensuring payment information is processed securely and encrypted.
Step 5: Review and submit
Review the entered details carefully.
To make corrections, select Make a Change.
If the information is accurate, select Submit.
The donation will then be processed, and the matching request (if applicable) will be submitted for review.
Step 6: Track donation status
From the Giving page, end-users can monitor their:
Giving History - Displays donations that are confirmed, paid, or in progress.
Donor Balance -Shows available matching balance and summary details of all giving activity.
