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January 11, 2021

This Issue

NEW: ClearView CRM Integration Delivers Complete Fundraising Solution

Announcing New Backend Payment Processor for Togetherpay

U.S Treasury Financial Crimes Enforcement Network (FinCEN) Compliance Request

 

NEW: Integration with ClearView CRM Delivers Complete Multichannel Fundraising Solution 

We are pleased to announce that Doubleknot now offers robust integration with ClearView CRM, an established leader in nonprofit CRM and donor management! 

Through this integration, all Doubleknot transactions and interactions including registrations, donations, memberships, attendance are seamlessly updated in the ClearView constituent profile.

If your organization is using another CRM,the Doubleknot ClearView CRM solution can lower your costs and simplify the collection and use of accurate high-quality data about your visitors, members and donors.

As a result, your teams can eliminate data silos, improve visibility and reporting, and ultimately drive greater engagement and revenue. Just a few of ClearView’s powerful features include:

  • Complete constituent and corporate householding that reveals all connections and relationships
  • Optional integration with additional wealth screening and data enrichment tools and services
  • Opportunity and moves management that can include any type of action based on time intervals or other triggers.
  • Multichannel marketing campaigns that identify the most receptive audience for every message.
  • Comprehensive constituent data with all transactions recorded in the ClearView CRM constituent record.
  •  Volunteer management through standard integration with CERVIS, a powerful and affordable solution.

To learn more about the fundraising power of Doubleknot with ClearView CRM, contact Brian Feldman at BFeldman@doubleknot.com

ClearView CRM dashboards deliver a complete overview of fundraising and engagement activities including Doubleknot transactions and interactions. Click for a larger view!

 

COMING SOON: New Backend Payment Processor for Togetherpay

For organizations that either onboarded with Doubleknot or switched to Togetherpay before May 2020, we will be changing our backend payment processor in the next coming weeks. Our new backend payment processor will be Stripe. Stripe provides a superior payment processing solution with:

  • Faster approval times
  • Better compliance
  • Enhanced fraud protection
  • Robust chargeback management
  • Optional ACH bank account validation

In addition, organizations that manually request their funds from Doubleknot will no longer need to do so. This change will allow funds to be deposited directly into your bank account on a daily basis.

There are no changes to your transaction fees for Stripe, and the switch will be transparent. If your bank account currently has a debit block in place, the only thing you’ll need to do is to provide Stripe’s company ID to your bank.

We will provide more information via email to the affected organizations in the upcoming weeks as we prepare to implement this change.

 

U.S Treasury Financial Crimes Enforcement Network (FinCEN) Compliance Request

As a payment processing provider, Doubleknot is required to comply with the United States Department of the Treasury’s Financial Crimes Enforcement Network (FinCEN). FinCEN collects and analyzes information about financial transactions in order to combat domestic and international money laundering, terrorist financing, and other financial crimes.

If your organization does not have the FinCEN form titled Non-Profit Financial Disclosure on file, our team will contact your organization soon. This short form requires basic information and the signature of your organization’s controlling officer.

The information collected on this form is solely used to meet the FinCEN legal obligations and will not be used for any other purpose. We appreciate your prompt attention to this matter.

 

Doubleknot LLC
1300 Sixth Ave, Suite 100 | Columbus, GA | 31901
Phone (888) 839-8150 | Fax (408) 741-1000 | support@doubleknot.com
© 2016-2022 Doubleknot LLC. All rights reserved.

 

Doubleknot, LLC
20665 Fourth Street, Suite 103 | Saratoga, CA | 95070
Phone (408) 971-9120 | Fax (408) 741-1000 | Doubleknot@doubleknot.com
© 2016 Doubleknot, LLC All rights reserved.