There are various ways to set up a "Donations" program in Enrollsy. Here are some options you can choose.
Option 1 - Donation Enrollment Period with one or more Programs and one or more Classes. This option sets up a separate Enrollment Period just for donations. This may be the best option if you take a lot of donations and need more reporting capability. When you export a Transactions Report or Charge Item/Discount Item Report, you can sort by Enrollment Period (i.e., "2024 Donations").
Option 2 - Donation Program with one or more Classes (under a current Enrollment Period). This option allows donors to make a one-time donation or set up a recurring donation at different levels under a Program. This is a great option for organizations that want to give their donors flexibility in how they contribute.
Option 3 - Donation Charge Items under one or more Programs or Classes. This option sets up one or more Programs with a specific donation amount and frequency. This option is ideal for organizations that have a specific fundraising goal in mind and want to encourage donors to contribute a set amount each month.
You can choose to add a donation in any of the above options. We will show you first how to create a Donation Enrollment Period. Then we'll show you the various options in creating a Donation Program. The last step will be the steps to add Donation Charge Items to an existing Program or Class.
You can start at any of the steps shown below. If you don't want to have a whole Enrollment Period dedicated to Donations, start with the Donation Program step that you can add to any existing Enrollment Period. If you only want a Charge Item added to any existing Program or Class, skip to the Donation Charge Items step.
Donation Enrollment Period
You can title it by the year to keep each year separated, such as "2024 Donations."
Here are the steps to setting up this type of Donation.
Click on the Enrollment Period component (depending on how you name them, your component might say something different).
Click the plus button in the bottom left. Give the Enrollment Period a Label or a name, such as "[Year] Donations" or just "Donations."
Click Save. You will see a success message. Click the OK button. You should now see the Enrollment Period you just created.
You'll also want to make sure you publish the Enrollment Period before you let people enroll. Do this by clicking on the cog icon within the Enrollment Period widget and then the eye icon. When the eye is "open," the Enrollment Period is published and visible on the Enroll Form.
From here, you'll want to create Program Options and Programs. Continue on the Donation Program below to find out how to create one or more Programs.
Donation Program
Step 1 - Program Option(s)
The first step to creating a Donation Program is to create one or more Program Options. This can be as simple as having one Program Option called "Type" with the option "Donation" under it, like this:
The Program Options can also be set up like the following:
Donation Type: One-Time Donation / Recurring Donation
Donation Level: $25 Donation / $50 Donation / $100 Donation
To create the above Program Options, follow these steps:
Open the Programs tab in the My Company settings and click the setting "Manage Program Options."
Click the plus button to create your first Program Option. The first Program Option in this scenario would be "Donation Type." The second one would be "Donation Level."
Once you've added a Program Option, you can now start creating the choices within it. Under "Donation Type," you might have these options:
"One-Time Donation"
"Recurring Donation"
The next Program Option, "Donation Level" might have the following options:
$10 Donation
$25 Donation
$50 Donation
$100 Donation
Step 2 - Program Setup
Once you create your Program Option(s), next you'll create a Program by clicking the blue plus button and adjusting each of the following settings in the Program editor:
Program Options
Add the Program Option(s) you just created.
Enrollment Model
Choose one of the following Enrollment Models:
Simple Enrollment Model: If you have a Donation Level Program Option and will only have one "donation" Class
Classes Enrollment Model: If you will have the donation levels as Classes (not as Program Options).
Check "Enrollees (or whatever you call "Enrollees") can pick their Class"
Choose "List View"
Pricing
Uncheck the box "Pricing is the same for each Class." Pricing will be entered under each "Class," which is the donation level.
After editing the above settings, click "Add" to create the new Program.
Step 3 - Add Charge Items
Before adding the pricing, you will need to add one or more Charge Items for your donations. Go to the Items page. Click on the plus button to add a Charge Item. You can call it "25 Donation" or whatever your donation levels start at. Be sure the following are checked under the Charge Item settings:
Required at enrollment or in a payment plan
Due at enrollment > Charged every enrollment
Step 4 - Pricing
Where the pricing is set up depends on which Enrollment Model you chose above. If you chose "Simple," then the pricing will be set up on the Program. If you chose "Classes" and unchecked the "pricing is the same for each Class," then pricing will be on the Classes.
Simple Model Pricing
If you have two Program Options for "One-Time Donations" and "Recurring Donations," then the pricing will be different for each one. The pricing for these will be on the Program if you opted for the Simple Enrollment Model.
One-Time Donations
Under Pricing, choose "Fixed Cost." Under "What is the total Program cost?" select the Charge Item for one-time Donations. In this example, we create a Charge Item specifically called "One-Time Donation" that is required and due at enrollment. Next, enter the amount of the donation. The example below is for the Program "$25 Donation" so we entered "$25" as the amount. Lastly, click the eye icon to publish the pay-in-full donation amount.
Recurring Donations
Under Pricing, choose "Subscription." Select "Add/Remove Payment Plan" and create a Subscription Payment Plan. Enter your Payment Plan label. Select the frequency of your subscription (monthly, weekly, or annually) and for how many months or weeks. If you choose monthly or weekly, choose when the first recurring payment will be: 1 - One week/month after enrollment or 2 - On a specific day/date.
After adding the invoice, click on the pencil icon beside the Payment Plan to open up the Payment Plan settings. Here you will need to add the recurring donation Charge Item and amount. In this example, we create a Charge Item specifically called "Recurring Donation" that is required and enabled for Payment Plans. Next, enter the amount of the donation. The example below is for the Program "$25 Donation" so we entered "$25" as the amount.
Classes Model Pricing
Click on the Classes page to add donation classes. These will be each of your donation levels. Select "Add Class" and edit the following settings:
Add the name of the first donation level (i.e., "$25 Donation"
Add a large capacity such as "100000"
Under Price, click on "Fixed Cost" then add the Charge Item for this level (i.e., "$25 Donation." Then enter the amount.
Click "Done" or "Add Another" to add another donation level "Class." Do this for each donation level you offer.
Step 5 - Add Program Form Question
You can also add a Program Form question on your Enroll Form that asks what the Donation is for. See this article for more instructions on creating a Program Form and attaching it to one or more Programs. Here is an example question:
Donation Charge Items
Step 1 - Create Charge Items
Part of this is the same as Step 3 - Add Charge Items under Donation Program above. You will need to create Donation-specific Charge Items. Follow these steps:
Go to the Items page.
Click on the plus button to add a Charge Item. You can call it "25 Donation" or whatever your donation levels start at. Be sure the following are checked under the Charge Item settings:
Required at enrollment or in a payment plan
Due at enrollment > Charged every enrollment
Step 2 - Add Charge Items to Program or Class
If your pricing is at the Program level, you will add the Donation Charge Item(s) to the Program(s). If pricing is on the Classes, you will add them to the Classes. Here's how to do both.
Program-Level Pricing
On the Programs page, open the Programs editor by clicking the pencil icon beside the Program. Click on "Pricing" in the left menu. There are several places you can add the Donation Charge Item depending on the Program setup.
Simple Model/Fixed Cost - Click on "Add/Remove Charge Item" under "What is the total Program cost?"
Days per Week Model/Fixed Cost - Click on "Add/Remove Charge Item" under "What is the total Program cost?"
Classes Model/Fixed Cost or Subscription - Click on "Add/Remove Charge Item" under "Program enrollment fees." This is because you want the donation to be charged once no matter how many classes the person enrolls in.
Simple Model/Day per Week/Subscription - When the program cost is set to "Subscription" in both the Simple and Days per Week Enrollment Models, the "Total cost" and "Program enrollment fees" do not show. In this case, you would need to create a "Donations" Subscription Payment Plan. See this article for more detailed steps. In this example, we created a monthly donation subscription with optional donations with amounts. You can also include a custom Donation Charge Item.
Class-Level Pricing
On the Classes page, open the Class editor by clicking the pencil icon beside the Class. Under "Price," click "Add/Remove Charge Item" to add the Donation Charge Item.
Custom Donation Charge Item
You can also set up a "Custom Donation" option where donors can enter their donation amount. This is a great option for organizations that want to give their donors complete control over how much they contribute.
On the Charge Item page, the Donation Charge Item should have the "Quantity is specified" option checked. The Charge Item can be either optional or required and enabled for Payment Plans or Due at Enrollment.
Once the "Quantity is specified" setting is active, you can enter an amount, such as "$1.00."
Then the customer can enter a quantity, such as "10" for $10.00 in the example below.
This custom Donation Charge Item can be added anywhere you want to add a Donation Charge Item (instead of adding a specified donation amount).
Conclusion
No matter which option you choose, Enrollsy makes it easy for donors to contribute to your cause. With our secure payment processing and customizable donation options, you can create a successful donation Program that meets the needs of your organization and your donors.