The Sage Donate Now

1
The Sage Donate Now

• Identifying Prospects and Selling This
  Specialized Version of Sage Virtual Terminal

2
SPS Content Slide
Basic Rules for Sage Donate Now Sale

• These are the same rules as for the Sage VT
• Know the types of businesses that are good
  candidates for Sage Donate Now
• Never confuse the install with the sale
• Dont feel you have to be a technical expert to
  sell the Sage Donate Now
• Be aware of how much money you can make on this
  product
• Always be ready with a great answer to the
  question So What?!

3
SPS Content Slide
Who are targets for Sage Donate Now?

• Non-profit organizations, charities
• IRS Code 501(c)
• 27 different categories of Federal tax exempt
  organizations
• Most commonly recognized are 501(c)(3)
  non-profits, donations to which are tax
  deductible to the donor
• Examples
• American Red Cross
• Salvation Army
• Goodwill Industries
• Habitat for Humanity
• Churches, synagogues, religious organizations

4
SPS Content Slide
Who are targets for Sage Donate Now?

• Go after all types of non-profits
• For a complete listing of types of charities and
  non-profits http//nccs.urban.org/classification/i
  ndex.cfm then click on List all NTEE codes in
  the right hand column
• Also, political organizations, associations, and
  any other organizations that depend on
  contributions (whether tax deductible or not)

5
SPS Content Slide
What are non-profits looking for?

• They depend on their donors
• Their first requirement is that we dont hurt
  their relationships with their donors
• They need to track contact information from their
  donors
• They need to issue receipts immediately
• They need to have an audit trail for
  contributions coming in

6
SPS Content Slide
Background for Donate Now

• Why Donate Now?
• Why not a terminal or a PC?
• Why the Sage Donate Now is better
• Advantages Simplicity low cost very fast
  updated by provider so always current directly
  integrates to other software collects key
  information from donating person provides
  donation receipt can be easy to reconcile
  provided reporting is imported good reporting.
• Limitations Really, only one - No card present
  but Donate Now is designed specifically for
  web-based transactions

7
SPS Content Slide
Sage Donate Now method of operation

• How does the Sage Donate Now work?
• Access non-profit organization web page
• Click on Donate Now link
• Either do one transaction or set up multiple
  transactions (recurring)

8
SPS Content Slide
Sage Donate Now method of operation

• How do I demo a transaction?
• Donate Now demo
• https//www.sagepayments.net/donatenow/
• VTID and Username 516577179031
• Password password1
• Virtual Bankcard Demo
• Use the demo bankcard number below
• 4111111111111111 (415 ones)
• Virtual Check Demo
• Use the Routing and Account Numbers below
• Routing Number 056008849
• Checking Account Number 12345678901234

9
SPS Content Slide
Sage Donate Now usage

• How widely used is the Sage Donate Now?
• Approximately ten thousand VT MIDs set up
• Been in service since 2000 certified (B level)
  on TSYS (Vital) platform
• Updated regularly for security compliance
• How secure is it? Uses triple DES encryption -
  128 bit encryption, which is the current standard
  for Internet encryption
• So What?! You can use this system with
  confidence that your transactions are safe, fast,
  accurate and in compliance. And it is ideal for
  certain types of merchants.

10
SPS Content Slide
How much can I make on Donate Now?

• Did you know Sage Donate Now is a great revenue
  opportunity?
• Install fee None to ISO. ISO may upcharge and
  will be split.
• Gateway fee See your schedule A for your monthly
  gateway fee. ISO may upcharge and will be split.
  Recommended Gateway fee to merchant is 10-15.
• Transaction fee No separate Donate Now
  transaction fee. ISO may upcharge and will be
  split.
• Training fee 75 for merchant training. ISO may
  not upcharge.
• If you have questions about pricing and profits,
  please talk to your supervisor or Sage contact.

11
SPS Content Slide
Sage Donate Now FABs

• FABs
• Feature Web-based and secure
• Advantage Always up to date no software to buy,
  install or update equipment will not go
  obsolete uses triple DES encryption
• Benefit No worries about compliance, compromised
  data or messy, time-consuming updates save
  money, time and headaches no worries

12
SPS Content Slide
Sage Donate Now FABs

• FABs (contd)
• Feature Recurring Transactions
• Advantage Highly flexible setup for groups,
  schedules complies with Rules credit, check
  card, checking account via ACH covers all
  scenarios
• Benefit Saves time No need to learn multiple
  interfaces set it and forget it

13
SPS Content Slide
Sage Donate Now FABs

• FABs (contd)
• Feature Collects important information on person
  donating issues receipt
• Advantage Helps non-profits track key updated
  information on contributor base provides an
  immediate receipt which is especially important
  if donation is tax deductible
• Benefit Audit trail means better compliance with
  tax regulations up-to-date records demonstrate
  good fiscal management

14
SPS Content Slide
Sage Donate Now FABs

• FABs (contd)
• Feature Simplicity
• Advantage Easy to set up, easy to learn, easy
  for contributors to use short time to doing your
  first transaction right product for non-profit
  who has contributors visiting their web site
• Benefit Lower training costs higher operator
  productivity

15
SPS Content Slide
Sage Donate Now FABs

• FABs (contd)
• Feature Access from any IP location, Windows or
  Mac
• Advantage Mobility 24X7 functionality no
  restrictions on browser works with what you have
• Benefit Save money by not having to staff a
  contributor call-in line

16
SPS Content Slide
Sage Donate Now FABs

• FABs (contd)
• Feature Virtual Check
• Advantage Low cost structure easy to use
• Benefit Some contributors prefer to use checking
  account rather than credit card. Easy setup,
  easy to use which means higher productivity and
  fewer problems, fewer issue calls to non-profit.

17
SPS Content Slide
Sage Donate Now vs. Other alternatives

• Why is Sage VT a better solution than other
  alternatives?
• More intuitive and easier to use
• Simple No multiple layers of menus
• Sage owns the gateway
• No external interface
• No third-party fees
• No per item fees
• You can upcharge set-up fees
• Reporting and notifications
• Recurring billing, real-time notifications, email
  contributors

18
SPS Content Slide
Selling Sage Donate Now

• How do I sell the Sage Donate Now?
• Understanding the non-profits processing needs
• Positioning with High Value Questions
• Internet, Recurring, Merchant Initiated
  Transaction (for those who call on the phone and
  want to donate)
• Doing the Sage Donate Now demo
• Emphasize benefits as a result of features
• Closing and Set-up

19
SPS Content Slide
HV Questions for Sage Donate Now

• Software updates
• Security
• Recurring payments
• Internet payments
• Contributor base contact receipts

20
SPS Content Slide
What are not right for Sage Donate Now?

• Face-to-face swipe transactions
• BUT they can set up a PC at their event with
  browser set to Donate Now

21
SPS Content Slide
Sage integration

• How does a developer integrate to the Sage Donate
  Now?
• Sage sends developer documentation and developer
  is responsible to integrate to Sage standard
• Private label
• Documentation at
• http//www.sagepayments.com/Support/Documentation.
  aspx

22
SPS Content Slide
SPS Support Desk

• Virtual Terminal Help Desk
• 800-261-0240 ext 3780
• Virtualsupport_at_sagepayments.com
• Hours 8am EST to 8pm EST, Monday - Friday
• Types of questions answered Technical and
  Processing
• Sales questions should go to your Tom Robinson

23
SPS Content Slide
SPS Donate Now Feedback

• Please email feedback and suggestions to Tom
  Robinson
• Email trobinson_at_sagepayments.com