Electronic Data Transmission Module

The Electronic Data Transmission Module is designed to automate payment and pledge processing. The module will process Electronic Funds Transfers (EFT’s) from a donor ’s checking or savings account, automatically process payments associated with credit card pledges, import files containing pledges from telemarketing vendors and import prospect lists from outside list sources saving time and increasing productivity.

The Allegiance Fundraising System allows you to process individual credit card payments through regular data entry (requires Sage Payment Solutions), but for automated monthly credit card billing and all EFTs, you'll need the Electronic Data Transmission Module.

The PCI security standard, upheld by Visa, MasterCard, American Express and Discover, is a mandatory global standard to ensure the protection of cardholder data. It requires merchants and processors to make their physical and virtual environments secure.

Allegiance is fully integrated with Sage Payment Solutions™, a one-stop solution for all the services you need to securely accept electronic payments. Safe and simple, Allegiance and the Sage Vault™ service eliminates the need to store credit card data and eases the burden of PCI Compliance.The Sage Vault is a series of web services designed to securely store credit card and ACH data in compliance with PCI standards.

Sage Payment Solutions provides Payment Card Industry (PCI) compliant credit card processing solutions to over 100,000 retail, mail order/telephone order and e-commerce businesses throughout North America. Sage products enable businesses to process customer payments including credit cards, debit cards, check and electronic payments at the highest level of security. Now, the Sage Vault service has been integrated into Allegiance and has been designed specifically for Allegiance users to secure sensitive credit card data.

The Sage Vault secures the processing of transactions behind their gateway firewall and stores and maintains encrypted data. The vault assists nonprofit organizations in being PCI compliant by providing a non-resident encrypted storage solution. This service is appropriate for any application where tight security is required and users benefit by processing transactions from within Allegiance.

For details and a free cost-savings analysis, contact Brian Cohn at Sage Payment Solutions, 703-663-3055.

Automatic Credit Card Payment Processing

• Processes MasterCard, VISA, American Express and Discover Cards.
• Processes each credit card separately or as a batch.
• Payments are automatically applied in the Allegiance database at the time the bank file is created.
• Rejected credit card payments are not applied to the account, eliminating the need to back out payments.
• Complete Audit Trail Histories are created automatically.
• The Credit Card Billing Function can be run on-demand to process any open credit card pledges on file. This process will pick up and process all new lump sum pledges and the first payment of any new installment pledges.
• A monthly credit card billing function, which is run along with the pledge billing function, processes subsequent installment payments.
• Generates "Projected" reports for proofing the process prior to updating the Allegiance database and creating the download file.

Automatic Electronic Funds Transfer

• Eliminates the expensive service bureau and duplicate databases - NO MORE MIDDLEMAN.
• Automatically upgrades donors who have chosen to upgrade.
• Donors can specify the percentage of upgrade desired.
• Segments donors prior to automatic renewal to ask for upgrade from last year’s gift.
• Accelerates EFT pledge payments by allowing prenotifications any time of the month.
• Reduces manual keying for updating and creating records.
• Searches for EFT donors, updates their account with a payment, renews them at the appropriate time and creates all the necessary audit trails.
• Produces a file to allow automatic transfer of funds into a bank account.
• Generates bank files in a standardized format.
• Customized file formats are available.
• Produces EFT Transmittal Register with a transaction summary for the bank service company.
• Generates a detailed Transmittal Register with a list of all EFT or Credit Card pledge payments and prenotes.
• Creates a Proof List for data verification prior to updating.

Automatic Import of Data, Pledges and Payments.

• Downloads data files to vendors or suppliers.
• Uploads pledges (from drives, web, 800 service or telemarketing) or other vendor data.
• Matches current donors with new pledges and updates files.
• Automatically searches database and creates new record if necessary.
• Produces a detailed transmittal report for verification.
• Generates a customer service activity report to allow personal handling of special information requests such as non-standard premiums or customer satisfaction issues.

Download a sample report.