Giving with PayPal

PayPal Implementation Guide: Admin Setup & Donor Experience

Overview

We’re excited to announce that PayPal is now available as a donation and payment option on all Giving and Payment forms. This feature offers convenience and security for your donors, simplifying the giving process.

 

Manager Enablement

  • PayPal has been enabled by default on your account and added to all existing Giving and Payment forms.
  • To disable PayPal for specific forms:
    1. Navigate to the form’s Properties.
    2. Go to the Payment Tab.
    3. Under Accepted Payment Types, uncheck the box for PayPal.
      Screenshot 2024-11-01 at 11.16.34 AM.png

Donor Experience

Donating with PayPal from an iOS or Android Mobile Device

Note: Screenshots reflect iOS, but the experience is identical on Android devices and all browsers.

 

  1. Open the Giving Form and complete the required fields.
  2. Select the PayPal payment method and enter the following:
    • Name
    • Email Address

      PayPal_Phone_Payment Option.png
  3. Tap the PayPal button at the bottom of the form.
  4. The donor will be redirected to log in to their PayPal account.

  5. After completing PayPal’s Verification Steps, click Agree & Pay Now.

    PayPal Verification Login_Apple.pngAgree and Pay Screen_PayPal_Apple.png
  6. The donor will be redirected back to the Giving Form, where a Thank You message will appear.

    PayPal_Thank You Confirmation_IOS.png

 

Donating with PayPal from a Computer

  1. Open the Giving Form and complete the required fields.
  2. Select the PayPal payment method and enter the following:
    • Full Name
    • Email Address
      Paypal_Payment Option_PC.png

  3. Click the PayPal button at the bottom of the form.
  4. A PayPal login pop-up will appear within the browser window.
    PayPal_PC_Login.png

  5. Log in to the PayPal account and confirm the payment by clicking Agree & Pay Now.
    PayPal_PC_Agree and Pay.png

  6. A Thank You screen will appear on the computer where the donation was initiated.
    A screenshot of a gift card

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Reporting

  • Transaction/Donations/Gifts Report: PayPal donations will appear in the Source column, indicated by the PayPal icon.
    Transaction_Donation Report_PayPal_PC.png
  • Deposit Report: PayPal transactions are processed through the PayPal processor. To view deposits for PayPal and Venmo:
    • Select your PayPal depository bank account from the dropdown menu.
      A screenshot of a computer

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FAQ

Q: Why should I use PayPal on our Giving Form if I already have a personal PayPal account?

A: Enabling PayPal directly on your Giving Forms provides the following benefits:

  1. Convenience
    • PayPal is trusted globally, with over 400 million active users.
    • Donors can complete their gifts instantly using saved login credentials instead of typing out card details.
  2. Security
    • PayPal offers advanced security features for safe and secure transactions.
    • Seeing the PayPal option on your form builds donor trust through brand recognition.
  3. No Additional Cost
    • Adding PayPal as a payment option comes at no extra cost to your organization.
  4. IRS Compliance
    • Personal PayPal accounts for donations can create financial and legal risks.
    • Using a business PayPal account through your Giving Form ensures compliance with IRS regulations and proper tracking for tax purposes.

Have Questions or Need Help?

 

If the product isn’t working as expected, our Support Team is here to assist you. For tutorials or additional resources, check out the Help Center by clicking the question mark icon in the product. This will take you directly to the related help article. For personalized walkthroughs, consider our paid services for one-on-one assistance.

 

Updated

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