How to create a Direct Debit donation

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Transcription:

How to create a Direct Debit donation This is a short step-by-step guide on how to create a Direct Debit donation for your chosen charity. If you need any further assistance then please feel free to call our helpline on 0300 111 2340. The line is open between 9.30am 5.30pm Monday Friday.

1) Find your chosen charity by entering the name in the search bar at the top of www.localgiving.org 2) On the right of the screen you will be provided with two donation options; Donate now or Give monthly. Select the blue Give monthly box to set up a regular donation via a Direct Debit. 3) You will be directed to a webpage that looks similar to this-

4) Enter the amount you would like to donate to your charity each month in the Donation amount box. Enter the amount you would like to donate here. This is the amount that will be donated to the charity each month. This checked box indicates you will be sending a donation to the charity every month. If you wish to donate anonymously, tick this box. See below for more information. You can send the charity a personal message. Provide and email address, or login through Facebook. This is needed to complete your donation. These check boxes allow you to opt out of receiving future information from your chosen charity and Localgiving. Click Continue when you have completed all the sections on this page. Anonymous donation- If you do not wish your contact details to be passed on to your chosen charity. They will only see information about the donation value, but will not be able to see who has sent the donation. This also means they will not be able to thank you directly for your monthly donation.

5) You will be directed to the Login page of the process. If you have a supporter account at Localgiving you will be prompted to enter your password. If you do not already have a supporter account with Localgiving you will need to set one up. Enter your first and last name. Then create a password to access your account in the future. This will allow you to view all donations made through the Localgiving site.

6) You will be asked to enter you bank details to set up a Direct Debit donation to your chosen charity. Choose the date you wish your Direct Debit will be sent. The amount you have chosen to donate and the name of your chosen charity will appear here. Confirm that you are the account holder. Enter the name of the Account Holder. Enter the Sort Code and Account Number. These can be found on the front of your debit card or any bank statement. Enter the address where the account is registered to. Your donation is protected by the Direct Debit Guarantee. Click confirm once all the information is entered. If any information you have entered is incorrect it will be highlighted for you to review before moving onto to next stage.

7) Once your Direct Debit information has been confirmed you will be shown the Gift Aid page where you can confirm whether or not you are a UK tax payer and eligible to Gift Aid your donation. Please read the answers fully and select the appropriate answers to confirm whether or not your chosen Charity can receive Gift Aid on this Direct Debit donation. Then click the Gift Aid it! button at the bottom of the screen. If you are not a UK tax payer you can click skip Gift Aid at the bottom of this screen.

8) Once you have completed all the sections you will see this on your screen- You have completed a Direct Debit donation for your chosen charity. You will receive a confirmation email shortly after completing this process. If you want to view or change your donation details in the future you can log onto your account via this linkwww.localgiving.org/login