Countdown to PCI v4: Last-Minute Checklist and Resources
The March 31 PCI v4 compliance deadline is fast approaching, and organizations are diligently working to update their donation forms to ensure they are secure, operational, and user-friendly. Although these updates may seem daunting, many organizations that have already made the transition are experiencing significant benefits. These include streamlined procedures and improved payment options such as Google Pay and Venmo.
For some, this update has been an opportunity to streamline donation forms, reducing reliance on custom-built solutions in favor of more scalable, out-of-the-box functionality. As one nonprofit leader shared:
"We took this as an opportunity to evaluate all our donation forms and embrace more out-of-the-box functionality, allowing us to benefit from future Blackbaud updates without the need for custom development."
In addition to enhancing user experience, achieving PCI v4 compliance is crucial for safeguarding donor information, preserving trust, and preventing interruptions in transactions. Organizations that do not update their systems may face unsuccessful transactions, security risks, and potentially lose the ability to process payments.
If your organization has not yet made the required updates, it is urgent to take action now. Below is a last-minute checklist along with key resources to assist you in completing your transition before the March 31 deadline.
Last-Minute PCI v4 Compliance Checklist
1. Leverage the Donations by Forms report to check compliance
Whether you’re just getting started or on your way, the Donations by Form report helps track your progress.
- Run the Donations by Forms report to identify your most important, active forms
- Prioritize your forms to start with your active forms
2. Add checkout to your donation forms
Checkout can surface as a pop-up modal or embedded within the form.
- Edit your donation form and add a checkout element
- Verify that all payment options function properly
3. Add checkout to your donation campaigns
- Edit your donation campaign and add a checkout payment capability
- Even if previously configured, you must set up Apple Pay
5. Update TeamRaiser, eCommerce, Events, Personal Fundraising and Donations Classic
- Complete updates in all payment areas, such as TeamRaiser, eCommerce, Events, Personal Fundraising, and Donations Classic
6. Review Communication to Donors
- Ensure that donors are aware of any new payment experience or security updates
- Update FAQs on your website for common donor questions
7. Confirm Internal Team Readiness
- Train staff and volunteers on any changes to the donation process
- Ensure finance teams are prepared for any reporting or reconciliation changes
8. Know What Happens After March 31
- Understand what Blackbaud’s May 1st auto-compliance migration will do if your forms are not updated
- Understand that even though auto-compliance starts May 1st, you still need to be PCI compliant by March 31st
- Set a reminder to review compliance status after the deadline
Resources to Help You Finalize Your PCI v4 Updates
- Luminate Online Checkout FAQs on PCI v4 and Payment Security
- Step by Step eLearnings from Blackbaud University
- Blackbaud Support for technical assistance
- Find a Qualified Security Assessor (QSA) for expert PCI compliance guidance
Act Now
The deadline for PCI v4 compliance is quickly approaching on March 31. It's crucial to update your donation forms.
If you haven't made the necessary updates yet, it's important to take action now. Go through the checklist, confirm your compliance status, and make any required adjustments to your donation forms. By taking these steps now, you can avoid transaction failures and security issues in the future.
If you need help, Blackbaud Support is available to assist you. Visit Blackbaud Support for guidance and resources to ensure a seamless transition.
Act now to ensure your organization meets PCI v4 compliance by March 31.
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