Taking payments online is a core requirement for most organisations and there are lots of options to choose from to fulfil your needs.
In this post we describe the requirements of different payment types including donations, event bookings, membership subscriptions and shops and we offer specific guidance on how to get setup with minimal fuss.
If you wish to handle people’s card details you need to have appropriate security measures in place. Most small and medium sized organisations will outsource this job to a payment gateway because doing it yourself is a large undertaking. The payment gateway will look after the tricky security stuff on your behalf for a small monthly fee or a percentage fee on each transaction.
There are lots of gateways to choose from and all have their pros and cons.
When choosing a gateway consider the following.
For more detailed information about SSL security check out our post on how to secure your charity website.
Different ways to take payments on a non-profit website
There’s more to taking payments than just a payment gateway. But there are loads of great resources out there to help you set things up quickly and easily. In this section, we’ll guide you through some common scenarios.
Setting up an online shop
There are lots of ways to set up an online shop, from using eBay to building your own. But presenting your products and offering a checkout process is just half the work. To run a successful online shop you need to consider how you are going to fulfil your orders.
For most small organisations and charities looking to sell a handful of items, we recommend using a separate e-commerce platform that can easily integrate with your existing website. As opposed to building something yourself, this allows you to enable more features as your needs grow at very little extra cost. We think Shopify is a good system for this and it’s easy to embed products on your website. For guidance on how to set up a Shopify account check out our post on how to sell items with Shopify on your charity website.
For lots of charities, taking donations is one of the primary goals for their website. One really important thing to consider before getting distracted by the checkout process is how well you guide people to the start of the process. Our guide to content strategy talks a lot about the concept of user journeys and how to guide people to where you want them to go. You can point people offsite to a simple payment gateway such as PayPal or you can use a dedicated donation platform such as Just Giving. A donation platform will make it easier for you to maintain the right ‘feel’ through the transaction and it may offer you better access to the data you’re interested in. It will also handle gift aid on your behalf which is a significant additional benefit.
In our dedicated guide, we review all the mainstream donation platforms and give you our recommendations for which we think are the best value for money.
Many charities provide services as a means of raising funds. You may need to be able to take payments for one-off, or recurring services or manage available places on a course. As far as we’re aware there aren’t many mainstream online apps dedicated to managing the selling of services as such but that is because the types of services vary so much. Often one of the other systems mentioned in this post can be tweaked to serve the purpose.
Recurring payments can be one of the hardest types to manage online. Extra factors are in play such as renewal dates, trial periods, updating card details, cancellation periods etc. Often a more nuanced system is required for this and it can be harder to integrate with your website. Systems like Chargify make it a lot easier to manage regular payments. In this post about How to create a membership website we talk about lots of different ways to accept new memberships and manage existing memberships online.
Selling tickets for events can be a great fundraising strategy but managing the finances and ticketing isn’t always straightforward. A dedicated events platform such as Eventbrite will make it easy for you to set the number of tickets that are available and even offer different types of tickets.
Managing your data
Whether you’re selling products or taking donations your data is important to you. Being able to analyse your data is the key to knowing how to market to your existing user base. You will want to get all your data into a CRM system where you can manage your constituents and run reports to help inform your marketing.
You may be able to save time, money and stress by using a cloud-based software platform to handle most of the above functionality. You benefit from much simpler admin with no need to manage the integration of different software products. Your users also tend to get a better experience as they're not shunted off your website to make a payment.
White Fuse offers donations, event booking, membership management and more - all in one platform. All the information about the people interacting with your website is stored in a central database and there's no commission on transactions.