The Klemi Giving Module is a separate web service provided to klemi customers to handle online giving. It connects with information stored on your klemi installation to give you all you need to receive and process donations. The following page gives a basic overview of the core functionality covering campaigns, donations, payments and payment processing
How it works – Donors
The Klemi Giving Module allows you to receive donations online. The process for giving is as follows:
- Klemi provides a public url which you can share via email, social media, blogs or text with potential donors.
- They follow the url,
- They see information about what the money they donate is being used for
- They choose how much they want to give
- They choose whether they want to give a one-off or recurring donation
- They choose when the money should be taken
- They choose (if recurring) whether and when the recurring payments should stop
- They are forwarded to our direct debit processor, GoCardless
- They input their bank details, email and address on the GoCardless site
- GoCardless sets up a customer record and either schedules a payment (one-off) or sets up a subscription (recurring) that will schedule payments.
- They are returned to the Klemi Giving Module
- They are given the option to gift aid their donation (where relevant)
- They are thanked for their donation, told to get in touch with the church if they want to cancel their donation
- They are given a link to give again.
- The donor receives an email from GoCardless shortly after making a donation notifying them of the creation of the Direct Debit mandate and (optionally – if recurring) the creation of a subscription. They will also receive a notification in advance of any payment being made for each payment, including information on fees taken.
- Upon payment a processor fee (GoCardless) and a platform fee (Klemi) will be taken from the gross amount before it arrives in the church’s account. Current fees for GoCardless are 1% + 20p, capped at £4. The Klemi platform fee is 0.5%. For example,
- For a donation of £50, the fees will be 70p (GoCardless) and 25p (Klemi) so the church would receive £49.05.
- For a donation of £500, the fees will be £4 (GoCardless – capped) and £2.50 (Klemi) so the church would receive £493.50.
How it works – Administrators
Administrators are able to log in to the Klemi Giving Module, browse donations, supporters, and payments. In order to gain access, administrators need:
- An existing Klemi login on the church’s klemi installation
- Either to have been added by email as an administrator on the Klemi Giving Module (which must be done by another administrator)
- OR to have been given access by Klemi support directly.
The giving process is entirely automated on the administrator’s end, but giving administrators should be prepared do the following tasks manually:
- link their GoCardless account,
- Organise notifications for the finance team (if more than one person needs to be notified) on the GoCardless platform. More on this on their support site
- Retry failed payments on the Klemi Giving Platform
Administrators will also be helped by understanding the terminology used on the Klemi Giving Module.
Campaigns are Klemi’s way of organising donations. A Campaign helps you communicate: you can give your campaign a logo and a punchy strap line, you can describe to potential donors the intended purpose of funds you are collecting and what you would do with any surplus.
All donations on the Klemi Giving Module happen in the context of a campaign. You cannot give to a church without giving to a specific campaign. This means that as an administrator, the first thing you need to do is create a campaign.
Each campaign has a “Donate Link”, which is a unique url that identifies this campaign. You should share this link with potential donors in order for them to give.
Campaigns also help for accounting purposes to know how funds contained in a single bank account should be distributed.
A “donation” on Klemi is the term given to every giving decision on Klemi. For example I may choose to donate £5 as a one-off or I may choose to set up a recurring £100 per month donation. Both of these, for the purposes of Klemi, are considered a “donation”. This means a donation has a single supporter (see below) but may have multiple payments (depending on whether it is one-off or recurring).
A “supporter” is a person who has made a donation. The Klemi Giving Module treats supporters in two different ways, depending on whether their email address matches a member in your existing Klemi installation. If there is a match, all the contact details will be connected to your existing Klemi installation. This means that any update in that information will also be reflected automatically on the Klemi Giving Module. If there is no match on your Klemi installation, the Klemi Giving Module will take contact information from the customer record held at GoCardless. This enables you to take donations from people how are not on your existing Klemi directory.
A “payment” is a scheduled event (whether past or future) when a transfer of funds either has happened, or is expected to happen. A single recurring donation would have multiple payments, both past and present. the Klemi Giving Module will list payments that have been completed and payments that are scheduled for the future. Payments get processed and, when completed, have a corresponding “payout” which represents an actual transfer of funds.
Klemi currently integrates with one payment processor, GoCardless to provide Direct Debit payments. The use of Direct Debit allows for a competitive pricing strategy.
A few key points to note for giving administrators:
- All giving (whether one-off or recurring) is via direct debit, there are no card transactions. This allows us to keep costs low for you, the church. It also means that payments take longer to process than card transactions. Typically the Direct Debit cycle is 5 working days.
- Donors will receive email notifications including a breakdown of fees. They will be listed as “GoCardless Fee” and “App fee”. The fees are subtracted from the gross amount specified by the donor when they set up the donation. The church receives the amount specified by the donor minus the fees.