Updated November 20, 2024

Important PCIv4 Update: Key Deadlines and Support Options  

As Blackbaud continues to roll out updates for PCIv4 compliance, it’s crucial to ensure your forms are prepared for the necessary changes. Here’s what you need to know:  

1. Customized Forms Require Developer Assistance  

If you use Luminate Online and TeamRaiser forms, all forms that accept payments will need updates to meet the new PCIv4 requirements, including ensuring all JavaScript libraries are secure and up-to-date. You’ll also need to maintain documentation to inventory vulnerabilities & updates to javascript libraries. If you require our expertise for these updates, please plan accordingly.  

2. December 15th Deadline to Join Our Queue  

To ensure timely support, please join our work queue by December 15. Submitting your request by this date guarantees we can address your needs before the compliance deadline.  

3. Monitor and Test Your Forms  

As Blackbaud releases updates and pushes changes in preparation for these changes, we recommend being diligent in testing and monitoring your forms starting now to ensure everything is still working as intended. If you encounter problems, don’t hesitate to reach out for assistance.  

4. Starter Package Available  

To make this process smoother, we’re offering a Starter Package for $2,000, covering up to 10 hours of work. This package includes:  

   – 1 page wrapper update  

   – 1 donation form update  

   – A training video and custom documentation  

Prefer a DIY approach? We will still need to update each wrapper and one form inside each to get you started. Then we will provide a general training video and customized documentation so your internal team can take it from there and handle the rest of the updates.

For those who prefer full-service support, let us know, and we’ll handle all updates for you.  

Ready to get in our work queue? Email Katy Spencer at katy@doinggoodagency.com to get started.  

Updated November 7, 2024

Blackbaud began releasing their PCIv4 compliant modules, and you may have received an email about it. You may also see the checkout modal available on your forms! We’re really excited to begin diving in and making sure you remain compliant. For now, no action is needed yet on your forms. We’re waiting for the embed checkout to become available before we take action here so we can make the best decision for you. Until then, please make sure to continue unpublishing inactive forms.

Updated October 4, 2024

The release of the payment module is coming on October 22, 2024. To make sure you’re ready for that update, make sure to follow the steps below:

• Set Up Blackbaud Merchant Services: Review the Getting Started Guide to ensure you’re properly set up.
• Prepare to Update Payment Forms: New PCI-compliant payment options will be released in October and November, and you’ll need to update your forms accordingly. If you will need Doing Good Digital’s help with this, please reach out to Katy Spencer at katy@doinggoodagency.com as soon as possible to get in our queue.
• Clean Up Old Forms: Use the “Donations by Forms” report to identify and remove outdated forms.
• October 22nd Release: The 24.4 code release is scheduled for October 22nd, which will allow you to start making necessary changes.
• Workshops for Site Admins: Participate in Blackbaud workshops beginning in late October, where common questions and provide guidance on editing donation forms will be addressed.

For additional resources, please consult Payment Checkout FAQs or visit the Blackbaud Payment and Merchant Services resource center.

Reminder: If you will need Doing Good Digital’s help with this, please reach out to Katy Spencer as soon as possible to get in our queue.

Updated August 16, 2024

As you prepare your donation forms and work through form clean-up keep in mind that the first phase of this update is limited to Donation Forms and TeamRaiser Registrations. Later releases will include other Luminate modules, like eCommerce and ticketing.

Stay up to the date with the latest information as it is released from Blackbaud here. We will also be posting updates as the date gets closer as well as reaching out to current and past clients.

Additionally, for clarification, Blackbaud Checkout will be phased out.

API Forms Update:

API donation forms need to switch out the current APIs that collect credit card data – i.e. the donate API – and replace with the new versions of the API Blackbaud plans to release in September. Failing to update the APIs will result in the forms to fail.

As of June 14, 2024

So, you’ve heard that Luminate Online is coming out with a new payment checkout experience, and want to learn more about it? You’ve come to the right place! Here are some FAQs about the new and improved payment checkout process with PCIv4.

What is changing?

Luminate Online will be introducing two new checkout experiences that will provide a dynamic PCI v4.0-compliant and an optimized payment journey. 

There will be two new payment elements available in Luminate Online donation forms:

What are the benefits of this change?

• An Intuitive Donor Experience: New embedded and modal checkout experiences natively integrated with your standard donation forms to meet your supporters’ preferences.

• More Digital Wallet Payment Options: Supporting single and recurring payments for Apple Pay and Google Pay with recurring for PayPal and Venmo coming soon.

• Fee Cover Options: Cover some or all the processing costs with Complete Cover and donor cover.

• Key Transaction Details: With checkout embedded on standard donation forms, capture details such as Anonymous Gift and Designations.

• Enhanced Security: Compliance, encryption, data privacy, PCI v4.0, and premium fraud management—built with advanced security measures so you can sleep better.

• Consolidated Operations: Reducing the need for multiple third-party vendors with an all-in-one platform.

Why is this change happening?

This is happening to improve security of your donation forms, improve the donor experience and improve the experience of our users by consolidating operations and offering more digital payment options.

When is this happening?

This element will be available generally for Luminate Online customers in Q4  2024.

Starting February 15, 2025 it will be required on your donation form. This is the deadline to have the new element implemented on all forms.

Important Note: For any donation form that doesn’t have this element, transactions will be at risk.

Do I have to make these changes? Can I opt out?

This change is important for compliance and will be required by February 15, 2025. For any donation form that doesn’t have this element, transactions will be at risk. You cannot opt out.

How can I get prepared now?

Here are some steps to best prepare yourself:

• If you are not currently on Blackbaud Merchant Services, please set this up. Reach out to Blackbaud for more information or follow this Getting Started Guide.
• Start unpublishing and redirecting donation forms now so there are fewer forms that need to be updated with the new payment elements.
• Make a list of donation forms that need the update and list them in order of importance, so you’re armed for the change.

Is there a grace period or transition time to implement this change?

The transition time between Q4 when this is introduced and Feb 15th when this is required.

When this is available, how can I make sure my donation forms run smoothly?

Here are the steps we suggest following: 

1. Create a test donation form, add the new payment element, and remove the old unneeded elements. 

2. Review the layout and customization of your donation form to ensure everything is running smoothly. 

3. Update the new payment element’s branding to match your donation form. 

4. Run a live donation on this test form and make sure it goes through as expected.

Once the test is working, you’re ready to edit your live forms. Go through each of your live forms and, one by one, add the new payment element and go through the steps above. 

Will this work with other payment options like Apple Pay, Venmo, Google Pay & DAFPay?

The element will have payment capabilities built right into it available, like Apple Pay, Venmo and Google Pay. 

Other options like DAFpay will not be included; it may need to go above or below the payment element, but can likely be moved with some code – we’ll update you as we learn more about it!

In Conclusion

As we move forward with these updates, we want to ensure that you are fully prepared and confident in implementing the new LO payment checkout experience. Remember, this change is designed to enhance security, streamline operations, and offer a more intuitive donor experience.

Stay tuned for more updates and resources to help you navigate this transition smoothly. If you have any questions or need further assistance, Doing Good Digital is here to help you through this transition; reach out so we can help make this transition seamless!