The Professional Services team is honored to work with you as you begin the Implementation Phase of your new donor management system! Our team is here to support you through each step of your onboarding project.
The purpose of this form is to collect the information needed to initiate the application for your new payment gateway through CharityEngine. After submitting this form, your CharityEngine Professional Services point of contact will be available for any follow-up questions.
Your New Merchant Account for Payment Processing
Your responses to the questions below allow CharityEngine to initiate your organization’s Fiserv Merchant Account as well as ACH processing through CharityEngine, if applicable. CharityEngine will securely submit this information to initiate the Fiserv Merchant application. Upon submission, you will receive a request for electronic signature through CardPointe, a subsidiary of Fiserv. Once the electronic signature has been completed, Fiserv will initiate the underwriting and review for approval of a new merchant id to be used in your CharityEngine payment gateway.
To help us complete the Fiserv portion of the Payment Processing Setup, please follow these steps:
- Complete all information on this secure webform & click Submit
- Your CharityEngine Professional Service point of contact will connect for any follow-ups or questions
- Fiserv will not accept a PO Box. Please use a physical address.
- Fiserv requires the organization to have a completed letter of determination from the IRS. Speak with your CharityEngine Professional Service point of contact if a letter of determination is not available as this can create delays for Fiserv underwriting and approval.
Thank you for your prompt and accurate review. Your time and attention to the following is appreciated in order to avoid processing delays with Fiserv.