Confidential Survey on Portability of Payment Processing Data

Thank you for your participation in this Agitator Survey.

If you wish to comment further or confidentially share additional information offline please contact Roger@theagitator.net.

Question Title

* 1. Does your organization's contract with the CRM or Payment Processor specifically permit you to transfer/move your records to another PCI compliant payment processor at any time you choose to do so?

Yes

I have never read the agreement with my CRM

I have never read the agreement with my payment processor

My CRM company clearly explained how this worked when we signed up as a client

My payment processor clearly explained how we could transfer data if we ever changed processors.

I don't deal with this issue.

Not Sure

Please identify the person/ position in your organization responsible for understanding and dealing with this issue.

Question Title

* 2. If "Yes" to Q1, please answer the following:
Our monthly donor records and credit card information are stored and maintained as follows.

As part of our Constituent Relationship Management (CRM) system. [For example, eTapestry, Raisers Edge, Bloomerang, DonorPerfect, Little Green Light, Neon, ROI Solutions, Luminate, Team Approach or similar systems ]

On a separate system maintained by a company that processes our credit cards for monthly giving. [ For example, payment processors like Blackbaud Merchant Services, Fairway/Sage, Paya, Payment Solutions Inc, Pay Pal, Vantiv/Worldpay, Authorize.net, First Data, Caring Habits, EFT Corp or similar companies. ]

On its own system-- separate from either the CRM or a payment processing company

Question Title

* 3. Have you ever tried to move your donors' credit card information for monthly givers and were met with resistance from either your old CRM or old payments processor?

Yes

Not Sure

If "Yes" what explanation did they give you?

Question Title

* 4. If you were met with vendor resistance in attempting to transfer how did you solve the problem?

We did NOT solve it.

We solved it by persistently badgering the vendor.

We solved it by hiring lawyers.

We solved it by changing vendors and then individually contacting each donor to ask for their credit card or EFT information. We then placed them on a new system.

Other (please specify how you solved the problem)

Question Title

* 5. If you ran into transfer problems, please estimate how much monthly giving revenue was lost because of the resistance and delay in transferring the data?

$1000-$4999

$5,000 - $19,999

$20, 000-$50,000

More than $50,000

Question Title

* 6. NOT including Monthly Donors how many donors in your database?

Fewer than 5,000

Between 5,000 and 10,000

Between 10,000 to 20,000

Between 20,000 and 50,000

More than 50,000

Other

Question Title

* 7. On a scale of 1-10 how important is the issue of portability of credit card information to you?

Clear

i We adjusted the number you entered based on the slider’s scale.

Question Title

* 8. What remedy or remedies do you favor for dealing with chronic offenders who make it difficult or expensive for nonprofits to move their credit card data?

Public exposure by AFP, DMA, CASE and/or other fundraising associations

Congressional Hearings leading to appropriate legislation

Complaints from a group of nonprofits to Federal Trade Commission and/or other appropriate Federal regulators

A payment processing system established as a nonprofit cooperative owned and operated by the nonprofit sector for nonprofits only.

Other (please specify)

Question Title

* 1. Does your organization's contract with the CRM or Payment Processor specifically permit you to transfer/move your records to another PCI compliant payment processor at any time you choose to do so?

Question Title

* 2. If "Yes" to Q1, please answer the following: Our monthly donor records and credit card information are stored and maintained as follows.

Question Title

* 3. Have you ever tried to move your donors' credit card information for monthly givers and were met with resistance from either your old CRM or old payments processor?

Question Title

* 4. If you were met with vendor resistance in attempting to transfer how did you solve the problem?

Question Title

* 5. If you ran into transfer problems, please estimate how much monthly giving revenue was lost because of the resistance and delay in transferring the data?

Question Title

* 6. NOT including Monthly Donors how many donors in your database?

Question Title

* 7. On a scale of 1-10 how important is the issue of portability of credit card information to you?

Question Title

* 8. What remedy or remedies do you favor for dealing with chronic offenders who make it difficult or expensive for nonprofits to move their credit card data?

* 2. If "Yes" to Q1, please answer the following:
Our monthly donor records and credit card information are stored and maintained as follows.