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 one of the payment solutions listed below), 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™, CyberSource and Element Payment Services to securely accept electronic payments.

These payment solutions are designed to securely store credit card and ACH data in complinace with PCI standards. They eliminate the need to store credit card data on your server and ease the burden of PCI Compliance for your organization.

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.
• 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 and any outstanding lump sum pledges that are due.
• Generates "Projected" reports for proofing the process prior to updating the Allegiance database and creating the download file.
• The Projected report download can be used to create a mailing to donors whose credit card will be expiring in the next 30 days, asking them for their new expiration date.

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.
• 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.

• 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.

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Training

Allegiance University:
Fundraising
May 17-21, 2010 
Sept 13-17, 2010

Allegiance University:
Traffic & Corporate Support
May 10-13, 2010
Aug 9-12, 2010

Allegiance University:
Tune In To Higher Revenue
July 19-21, 2010

Conferences

PBS Dev Con/Annual Meeting
May 17-20, 2010
Austin, TX

PBMA
June 1-4, 2010
Tampa, FL

PMDMC
July 8-10, 2010
Fort Worth, TX

Momentum 2010
September 9-11, 2010
Orlando, FL

PRPD
September 20-23, 2010
Denver, CO