Luminate - Gift Service Center (Donor Portal)...looking for existing non-profits that utilizes this

Sarah Bandtlow · January 2019

Hello! We are currently setting up our systems to start using Luminate Online in April of this year and we would really like to walk through a donor experience in an existing donor portal. Does anyone know of any non-profits that use the donor portal that we can make an online gift through? Thanks!

Joanne Felci 2 · January 2019

Hi Sarah,

We use the Service Center for prompting recurring gift donors to update credit card information (when a CC declines for a recurring gift)

The way we have used it, is when a CC declines we reset their password and send the donor a link to the portal with their user name and password

I'm not sure if this has been fixed but the service center can only be accessed via a laptop/desktop - not a mobile phone or tablet - so their are limitations there

Are you thinking of using it as a 'create a profile' so when people come to your site they can login and all their data is prepopulated when they give a gift?!

Joanne

Brian Mucha · January 2019

If you are using the stock center, apparently there is a newer version that you may need to be activated by support. I have no idea how different it is from the older version. (I assume if you are a new LO client you will already have that active.)

BPM

PS - I built a custom Service Center using the APIs. Our API version is a lot more mobile friendly and adds a few extras, like showing on-time and ecom transactions, providing PDF receipts, etc. Happy to share my code if anyone with resources and interest wants to use it. Note: You can't update recurring Paypal donations in the GSC.

http://foundation.luriechildrens.org/donate_main ($5 minimum)

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Richard Murphy 3 · January 2019

Brian Mucha:

If you are using the stock center, apparently there is a newer version that you may need to be activated by support. I have no idea how different it is from the older version. (I assume if you are a new LO client you will already have that active.)

BPM

PS - I built a custom Service Center using the APIs. Our API version is a lot more mobile friendly and adds a few extras, like showing on-time and ecom transactions, providing PDF receipts, etc. Happy to share my code if anyone with resources and interest wants to use it. Note: You can't update recurring Paypal donations in the GSC.

http://foundation.luriechildrens.org/donate_main ($5 minimum)

Brian,

I would love to take a look at your Service Center code if you're willing to share. We are having conversations internally about using it.

Thanks,

Richard

Brian Mucha · January 2019

Hey Richard. I sent you a PM with a link.

It's not really organized or documented enough to post, but it should get us close. Send me your feedback and we can fill in the gaps.

BPM

Sarah Bandtlow · January 2019

Thank you for your responses! We are planning on using it as a "Donor Portal" for our donors to use to log in, update their personal info (including payment info) and submit gifts online. We would like to display their giving history and provide year end statements as well. This has all been helpful information. I was not aware of the lack of functionality on the mobile devices.

Brian - We may be reaching out to you further for info about your API version. :-)

Brian Mucha · January 2019

You're welcome to, but give the stock Service Center a peek and make sure it won't do the job. It can do a lot of that already.

Year-end statements would be a neat addition. Currently, you can get a PDF receipt for any individual payment in mine. I don't think you could get any PDFs in the old one. Not sure about the new/current stock SC. I should take a look at that again.

BPM

Luminate - Gift Service Center (Donor Portal)...looking for existing non-profits that utilizes this

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