1. Payment and Gift Processing Capabilities The proposed solution must: Support a wide range of payment methods, including but not limited to: credit cards, Apple Pay, Google Pay, Venmo, PayPal, ACH transfers, and payroll deduction. Allow for the creation, submission, and processing of digital pledge forms. Accept payments on existing pledges and link them accurately to donor records and commitment schedules. Support corporate gifts, including use of business credit cards and the collection of organization-specific information for proper attribution. Integrate with corporate gift matching platforms and workflows, providing automated prompts, eligibility detection, and status tracking. Support payroll deduction through customized form elements such as employee ID fields and appropriate internal routing, with the option to exclude credit card entry when needed. 2. Form Management and Customization The proposed solution must: Display designation definitions or descriptions on giving forms, with the ability to prioritize which funds receive explanatory text. Enable forms to be personalized for individual donors, including prefilled fields based on gift history, preferred funds, or constituent data. Offer data-driven ask ladders and suggested amounts based on prior giving behavior, donor segments, or predictive modeling. Provide the ability to configure different receipt templates and thank-you messages by form, audience segment, or campaign. Allow conditional logic to tailor the receipt experience to audience type (e.g., students, alumni, parents). 3. Recurring Giving Management The proposed solution must: Offer flexible recurring giving configurations including monthly, annual, and indefinite options, with administrative control over which intervals are displayed. Allow administrators to modify or update recurring gifts on behalf of donors, including sending secure links for donor self-service updates. Support secure storage and updating of payment information, including automated updates for expired cards. Enable transitioning of existing recurring donors into the new platform without disruption of giving schedules or donor data integrity.
