Navigate to [https://copilot.cardconnect.com/copilot/#/merchants](https://copilot.cardconnect.com/copilot/#/merchants)

Click "Quest" under Account Template field

Copy and Paste organization in Business Name

Under the Contact Info Menu, copy and paste information of the Authorized Signer from the contract.  

Insert website from contract or Hubspot information.  

Click Ownership Percentage and enter 0.  

Select 8398 for Industry MCC. 
Copy and paste mission statement from website of the organization in Business Description box.  

Scroll down and Click "When Service Provided" under the "When is a Card Charged" drop down.  

Click "30 Days or Less" for "Services Generally Provided in" drop down. 

Click "30 Days or Less" for "Refund Policy" drop down.  

Click "0-7 Days" for "Product/Services Delivered In" drop down

Click "100%" next to "Online" Mode of Transaction. 

Paste rates from contract for V/MC/D (usually all the same).  

AMEX will have a different rate. Usually already auto filled at standard 3.5%.  

Double-click this field and update to what is listed on the contract. (Usually from .5 to 1.5%). 

Input ACH Transaction Fee from contract (usually .30 unless high volume customer than will be less).  

Click "Email Link for Digital Signature" on how the Contract will be signed.  

Hi Zach, Welcome to iDonate! Your merchant application is ready to be signed. Please note that this is required to accept donations through iDonate. iDonate payments are Powered by CardConnect. We are pleased to provide you with payment processing for credit and debit cards. To initiate the set-up of the payment gateway, please complete the merchant services agreement by selecting "Sign my application." To add ACH (eCheck) capability to your organization please complete the BlueChex ACH application. NOTE: Under the Max and Averages Table please enter the estimated amount of eCheck donations under the ‘Sales’ column. Please estimate the amount of eCheck refunds under the “Credit” column. Once the applications have been signed, they will go to underwriting. We may reach out if additional documents or information is requested. If you have any questions, please contact us at payments@idonate.com. Here to serve, iDonate Payments

Creating Payments Application