Online Giving Help Guide
Online Giving Help Guide
CONTENTS HOW TO PLEDGE ONLINE ............................................................................................................. 2 OTHER MENU OPTIONS ............................................................................................................... 6 CONTACT US ...................................................................................................................................... 6 CHARITY LOOKUP TOOL ...................................................................................................................... 6
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HOW TO PLEDGE ONLINE 1) Begin by visiting https://www.givingnexus.org/_mmsd
2) Click on the login button on the top right corner. You will be redirected to the MMSD login page. Enter your MMSD username and password. Username = your network B# Password = your network password Once logged in, you will be transferred to the pledging page.
3) Start your pledge by selecting a pledge type. For this example, we will use payroll contribution. Click Go to Next Step to continue to the next section.
4) Choose the correct number of payroll periods for your pledge deduction.
When making a payroll pledge, all employees can choose a one-time deduction or to have their pledge deducted over 10 pay period(s).
Employees who have 12 or 26 pay periods during the year can choose to have their pledge deducted over 1, 10 or 12 pay periods.
If you choose a deduction option that is not appropriate for your number of annual pay periods, HR will make the correction in our payroll system.
5) Enter an amount to give per pay period. Check the box under Payroll Deduction Authorization to authorize your employer to withhold the donation from your salary. Click Go to Next Step to continue to the next section.
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6) You may be asked to provide a phone number in the Your Personal Information section. This is not a mandatory field. Click Go to Next Step to continue to the next section. 7) Next choose whether or not you would like to receive an acknowledgement for your gift. If you choose to have your gift acknowledged, then you will be required to provide contact information. 8) In this section on the pledge form,
the software offers two charity search options: You can search for a specific charity or you can locate charities by federation/umbrella group.
9) To search for a specific charity: enter part of the charity’s name, charity number, or description in the search field and click on the Perform Search button. A list of search results will appear below. From the search list, click the plus icon (
) to
review information on that charity. Click on the charity you wish to contribute to and click Add to Pledge to add it to your allocations list. 3
10) To search a charity by umbrella group, click on the Federation List button (
). A List of all
umbrella groups will appear. Click the plus icon (
) to show all
charities within an umbrella organization. Click on the charity you wish to contribute to and click Add to Pledge to add it to your allocations list.
11) If you would like to leave all or a portion of your gift undesignated, click on the Add Undesignated button. Undesignated gifts are distributed evenly among the umbrella groups. An Undesignated option will appear below. Click Add to Pledge to add it to your designation list. 12) Once you have completed adding charities, you can choose how much to give to each charity. Enter a gift amount for each charity in your allocations list. Your total gift amount and the sum of all your allocations must match. You can evenly distribute you’re allocations by clicking the “Distribute Remainder Evenly” button on the bottom of the screen. Click Remove Charity if you would like to remove a charity from your allocations list. Click Go to Next Step to continue to the next section. 4
13) In the next section, you will have the option to complete an optional questionnaire. You can choose to skip this step by clicking NO, not this time. Click Go to Next Step to continue to the next section.
14) In the final step, you can leave an optional comment and sign your name. To sign your name, click and hold the mouse down within the gray box.
John Smith
Click Complete This Pledge to finish the process.
15) On the next screen, you should see that your pledge has been completed successfully. You will also receive a confirmation email with your pledge detail. You can print a paper copy of your pledge using this email. Click Click Here To Proceed to be redirected to
the “My Pledges” page. Make sure to logout when you are done on the website. Thank you for participating in the MMSD campaign.
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OTHER MENU OPTIONS CONTACT US To identify a general contact for the campaign, or who to contact with technical questions, click on Contact on the login page. You can also click on MAIN MENU > Contact Us in the menu at the top of the page.
CHARITY LOOKUP TOOL Use the charity lookup tool, if you want to research agencies under one or more of the umbrella groups. If Agencies have provided us with website or contact information, you will find it here. To use the Charity Lookup Tool, click on MAIN MENU > Charity Lookup Tool in the menu at the top of the page.
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CONTENTS HOW TO PLEDGE ONLINE ............................................................................................................. 2 OTHER MENU OPTIONS ............................................................................................................... 6 CONTACT US ...................................................................................................................................... 6 CHARITY LOOKUP TOOL ...................................................................................................................... 6
1
HOW TO PLEDGE ONLINE 1) Begin by visiting https://www.givingnexus.org/_mmsd
2) Click on the login button on the top right corner. You will be redirected to the MMSD login page. Enter your MMSD username and password. Username = your network B# Password = your network password Once logged in, you will be transferred to the pledging page.
3) Start your pledge by selecting a pledge type. For this example, we will use payroll contribution. Click Go to Next Step to continue to the next section.
4) Choose the correct number of payroll periods for your pledge deduction.
When making a payroll pledge, all employees can choose a one-time deduction or to have their pledge deducted over 10 pay period(s).
Employees who have 12 or 26 pay periods during the year can choose to have their pledge deducted over 1, 10 or 12 pay periods.
If you choose a deduction option that is not appropriate for your number of annual pay periods, HR will make the correction in our payroll system.
5) Enter an amount to give per pay period. Check the box under Payroll Deduction Authorization to authorize your employer to withhold the donation from your salary. Click Go to Next Step to continue to the next section.
2
6) You may be asked to provide a phone number in the Your Personal Information section. This is not a mandatory field. Click Go to Next Step to continue to the next section. 7) Next choose whether or not you would like to receive an acknowledgement for your gift. If you choose to have your gift acknowledged, then you will be required to provide contact information. 8) In this section on the pledge form,
the software offers two charity search options: You can search for a specific charity or you can locate charities by federation/umbrella group.
9) To search for a specific charity: enter part of the charity’s name, charity number, or description in the search field and click on the Perform Search button. A list of search results will appear below. From the search list, click the plus icon (
) to
review information on that charity. Click on the charity you wish to contribute to and click Add to Pledge to add it to your allocations list. 3
10) To search a charity by umbrella group, click on the Federation List button (
). A List of all
umbrella groups will appear. Click the plus icon (
) to show all
charities within an umbrella organization. Click on the charity you wish to contribute to and click Add to Pledge to add it to your allocations list.
11) If you would like to leave all or a portion of your gift undesignated, click on the Add Undesignated button. Undesignated gifts are distributed evenly among the umbrella groups. An Undesignated option will appear below. Click Add to Pledge to add it to your designation list. 12) Once you have completed adding charities, you can choose how much to give to each charity. Enter a gift amount for each charity in your allocations list. Your total gift amount and the sum of all your allocations must match. You can evenly distribute you’re allocations by clicking the “Distribute Remainder Evenly” button on the bottom of the screen. Click Remove Charity if you would like to remove a charity from your allocations list. Click Go to Next Step to continue to the next section. 4
13) In the next section, you will have the option to complete an optional questionnaire. You can choose to skip this step by clicking NO, not this time. Click Go to Next Step to continue to the next section.
14) In the final step, you can leave an optional comment and sign your name. To sign your name, click and hold the mouse down within the gray box.
John Smith
Click Complete This Pledge to finish the process.
15) On the next screen, you should see that your pledge has been completed successfully. You will also receive a confirmation email with your pledge detail. You can print a paper copy of your pledge using this email. Click Click Here To Proceed to be redirected to
the “My Pledges” page. Make sure to logout when you are done on the website. Thank you for participating in the MMSD campaign.
5
OTHER MENU OPTIONS CONTACT US To identify a general contact for the campaign, or who to contact with technical questions, click on Contact on the login page. You can also click on MAIN MENU > Contact Us in the menu at the top of the page.
CHARITY LOOKUP TOOL Use the charity lookup tool, if you want to research agencies under one or more of the umbrella groups. If Agencies have provided us with website or contact information, you will find it here. To use the Charity Lookup Tool, click on MAIN MENU > Charity Lookup Tool in the menu at the top of the page.
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