Donation from a Business Name
Our org uses Salesforce. When we use the virtual terminal to enter a check donation, the VT does not allow us to enter it as a business. Instead, it needs to match a contact first and last name. The same with our online CP form. Required fields are first and last name. There is no place that I've found where someone can add a business name. In Salesforce, our workaround has been to enter check donations in the virtual terminal as an individual donation, then change it on the donation page in SF to a donation from that business. But there does not seem to be a way for an online donor to donate in their business name. Am I missing something? Thank you.
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Official comment
Hello Shari,
Click & Pledge is designed to process donations from individual donors. Because of this, there is no dedicated field for a company or organization name. Custom questions can be used to track this information. The organization name can also be added in the Address field ie: c/o Giving corp. 1234 1st street.
If you are gathering this information in order to track and reach out to the organizations that have donated, a custom question would be the best practice as that can then be pulled up in a report in Connect or added to a custom field in Salesforce.
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Hello Shari Gilford, NTP, Good day!
The CONNECT forms and Virtual Terminal are primarily designed for individual donors, but they can also be adapted for corporate donations.
In addition to the workaround you’re currently using, you can designate a donation as corporate by:
- Adding custom questions to the form to indicate if the donation is on behalf of a corporation or organization, and capturing the entity’s name. These responses can then be mapped to specific fields in Salesforce using the Custom Mapping function in C&P Settings.
- Using SKU suffixes in CONNECT with the custom questions and mapping them to specific Opportunity Record Types in the Opportunity section of C&P Settings.
For reference, here are support articles:
Please let us know if we can be of any further assistance.
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Wow, this sounds very complicated. And I can't even figure out how to add a second address line, though even if they put their business name in the Address Line 1, it would still not import to SF correctly. I think I'll just keep doing it the way I have been. Is this inherently a Salesforce problem, since Salesforce wants to connect every donation with an individual contact? If I wasn't connecting to Salesforce, would C&P be able to credit a donation to a business? I'm very confused. I wish there was an easier way to deal with this situation, because many businesses wish to donate from their business entity, not as an individual. Thank you for further clarification.
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