SMS Donor Verification Consent Flow

Donation Confirmation Messages Sent by CGE Fundraising on Behalf of Participating Charities

CGE Fundraising provides donor verification services for participating charitable organizations.

As part of the charitable donation process, donors may choose to receive up to two transactional SMS messages instead of completing a traditional Third-Party Verification (TPV) phone call.

These messages are not promotional or marketing communications. They are sent solely to verify the donation that has just been completed and to acknowledge the donor's confirmation.

SMS Donor Verification Consent Flow

The screenshots below show the actual donor opt-in flow used within the participating charity's Evergiving donation form.

CGE Fundraising is the registered messaging sender and provides donor verification text messages on behalf of the participating charity shown in each form.

If a donor chooses to opt in, the donor may receive up to two transactional text messages related to the donation just submitted:

  • One donation confirmation message.

  • One follow-up thank-you/acknowledgment message.

Message and data rates may apply.

Reply STOP to opt out.

Reply HELP for assistance.

SMS consent is optional, is collected through an unchecked checkbox before the donation is submitted, and is not required to complete the charitable donation.

The Evergiving donation platform is used by participating charities and is not publicly accessible. The screenshots below are taken directly from the production donation forms and are provided as evidence of the production SMS consent flow.

Figure 1 – ASPCA Donation Enrollment

Figure 2 – The Nature Conservancy Donation Enrollment

Registered Messaging Information

Item - Detail

Registered Messaging Brand - CGE Fundraising

Participating Charities ASPCA, The Nature Conservancy

Purpose - Transactional Donation Verification

Maximum Messages - Up to 2 messages per donation

Message Type - Transactional (Non-Marketing)

How the Process Works

1. Donation Enrollment

A donor completes a charitable donation through a participating charity using the Evergiving donation platform.

2. SMS Verification Option

Instead of completing a traditional Third-Party Verification (TPV) phone call, the donor is offered the option to receive SMS donation verification.

Participation is completely optional.

3. Donor Consent

If the donor chooses SMS verification, they:

  • Receive a verbal explanation from the CGE Fundraising representative.

  • Voluntarily provide their mobile phone number.

  • Review the SMS disclosure presented by the participating charity.

  • Actively select the SMS consent checkbox (unchecked by default).

  • Submit the donation.

Consent is never pre-selected and is not required to complete the donation.

4. Donation Confirmation

Once the donation has been submitted, CGE Fundraising sends transactional SMS messages on behalf of the participating charity.

The donor receives:

  • One donation confirmation message.

  • One thank-you message after confirming the donation.

No promotional messages are sent.

No fundraising solicitations are sent.

No recurring marketing messages are sent through this SMS program.

Message Details

SMS consent is optional and is not required to complete a charitable donation.

  • Purpose: Donation Verification

  • Message Frequency: Up to 2 messages per donation

  • Message and data rates may apply

  • Reply STOP to opt out

  • Reply HELP for assistance

Sample Messages

Donation Confirmation

CGE Fundraising (on behalf of {{Charity}}): Thank you for supporting {{Charity}}. Our records show you enrolled in a ${{Amount}} {{Frequency}} donation.

Reply Y to confirm these details are correct.

Reply N if any information is incorrect.

Reply STOP to opt out or HELP for assistance.

Thank You Message

CGE Fundraising (on behalf of {{Charity}}): Thank you for confirming your donation to {{Charity}}. Your donation has been successfully confirmed. Thank you for your support.

Questions

For questions regarding donor verification messages, please contact:

CGE Fundraising

operations@cgefundraising.com

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