Getting Started
Mastercard has established specific requirements for any organization offering recurring billing. These requirements mandate providing donors with clear purchase information and easy online cancellation options. While specifically required for Mastercard transactions, these practices are recommended for all recurring donors regardless of payment method.
Feature Details
Mastercard requires organizations that process recurring gifts to provide donors with four key elements: confirmation of amount and frequency on the payment screen, confirmation emails after each charge, ability to cancel online, and email reminders for infrequent billing.
The Submit button on contribution forms includes merge fields for gift amount and frequency by default, showing donors what they're giving before finalizing their donation. Confirmation emails must include the gift amount, frequency, and details on how to cancel. Organizations must provide online cancellation options, typically through a self-service page. Additionally, donation reminder emails must be sent 3-7 days before charges for gifts that occur once or twice a year.
These requirements serve as best practices for all recurring donation programs, helping to build donor trust and reduce chargebacks by providing transparency and control throughout the giving process.
Feature Navigation
Read more about:
- How can donors confirm gift details before finalizing?
- What must be included in confirmation emails?
- When do donation reminders need to be sent?
- When do recurring gift email confirmations need to be sent?
- How do I set up a self-service page for cancellations?
Tracking Your Success / Reporting
While there are no specific reporting requirements mentioned for Mastercard compliance, implementing these practices can help reduce chargebacks and donor complaints. Organizations should monitor metrics like cancellation rates, successful payment processing, and donor retention to gauge the effectiveness of their compliance measures. By tracking these indicators, organizations can ensure they're meeting Mastercard requirements while maintaining positive donor relationships.
Transition Statement
By implementing these Mastercard requirements across your entire recurring giving program, you can create a more transparent and donor-friendly experience that builds trust and helps maintain sustainable revenue streams for your organization.