Step 6: Donation Form (Optional)

On this screen, you can define options for online donations given through personal pages. If you plan to allow donations from personal pages, we recommend that you create a part or element with a Donate button linking to the donation page. After you create a Personal Page Manager part and add it to a web page, a web page named “[Personal Page Manager] PPM — Donate” is generated automatically using the settings you define on this screen. After you create the part, you must update the Donate button link so it directs users to the “[Personal Page Manager] PPM — Donate” page.

To allow the donor to determine the frequency of the recurring gift on the donation form, select General. Donors can select to make a contribution every week, month, quarter, or year.

To define the recurring gift schedules donors can choose, select Specific.

Note: To add multiple frequency options to the donation form, enter each custom schedule and click Add Frequency to add the new schedule to the list. Each schedule you enter appears in the Frequency grid.

Note: Donors may enter up to “200” in the Number of Installments field.

To allow the donor to determine the frequency of the pledge payments on the donation form, select General. Donors can select to make payments in weekly, monthly, quarterly, or annual installments.

To define the pledge installment schedules donors can choose, select Specific.

To add multiple frequency options to the donation form, enter each custom schedule and click Add Frequency to add the new schedule to the list. The selections you make appear in the Frequency grid.

Note: The program calculates the installment amount and end date based on the number of installments, frequency, and date the donor specifies and displays this information on the donation page. For example, a donor may contribute $100 in four monthly installments and select to pay each installment on the first day of the month beginning Jan. 1. This generates four scheduled payments of $25 ending April 1. No installment payments occur after the end date.

Note: If the number of installments selected for the pledge does not result in equal payment amounts, the final scheduled payment contains the remainder. For example, a $100 pledge with three installments has two payments of $33.33 and a final payment of $33.34.

Note: You can enter a minimum installment amount to prevent donors from making small payments over a long period of time. For example, if you do not enter a minimum amount, a donor may pledge twenty dollars and choose to pay one dollar each month for twenty months.

For information about how to download matching gift information to The Raiser’s Edge, see the “Download donations - single transaction process” procedure in the Blackbaud NetCommunity & The Raiser’s Edge Integration Guide.

Note: The program does not support matching gifts for pledges and recurring gifts.

Note: If you use Honor/Memorial Tracking in The Raiser’s Edge, select the Allow tribute gifts checkbox.

Select the checkbox for each tribute type to include in the tribute section. The tribute types listed are entries from the Tribute Types table in The Raiser's Edge.

To select an honor or memorial individual from The Raiser’s Edge, click Honor/Memorial. A search screen appears so you can search for the individual.

In the Tribute field, select the tribute type and description to use. Information in this field is from the Honor/Memorial tab in The Raiser’s Edge. The selections are a combination of the data from the Tribute type and Description fields.

If you select Hide tribute description, in the Tribute Introductory Text field, you can enter the text to appear at the beginning of the Tribute section on your donation form, such as “This gift is made in honor of someone special.”

Note: If you do not select Display tribute name fields as two fields (first/last name), the Full name field appears in the Tribute section of the donation form.

Note: If you do not select Display acknowledgee name fields as two fields (first/last name), the Full name field appears on the donation form when a donor selects Mail a letter on my behalf.

Note: When you include tribute information on your donor page, Mail a letter on my behalf automatically appears on the page. When a donor selects this checkbox, name and address fields appear for the donor to enter information for use in a tribute letter.

To provide multiple funds for users to select from, click Add designation and repeat these steps to create another entry. When you do this, the Support multiple designations checkbox appears.

If you select this checkbox, the list displays funds from the donor’s last 50 gifts.

When you select this checkbox, Add to Cart appears on your website. Similar to purchasing items from a store, users select the funds to donate to.

When you include giving levels and select Support multiple designations, each donation made to a fund is considered for the giving level. For example, if a $500 donation is required for Gold status, and a donor donates $250 to the 2008 Annual Fund and $250 to the Building Equipment Fund, the donor does not receive Gold status. If the gift is one $500 donation to the 2008 Annual Fund, the donor receives the Gold giving level status.

Tip: When you select source information, a How did you hear about our site field appears on the donation page. In this field, users can select from the appeals you select in this step.

When you do this, you can add source information to the end of a system generated URL in an email that navigates the recipient to your donation page. For example, create a link to your donation page in an email message. At the end of the system generated URL, add &source=camp. When the recipient clicks the link, the How did you hear about our site field does not appear on the page. The appeal stores automatically based on the source information in the URL.

Warning: To track source information this way, you must use a system generated URL. You cannot use unique URLs or friendly URLs created by a user.

The source information must include the appeal ID from The Raiser's Edge. For example, if the appeal ID in The Raiser's Edge is Annual2008, add &source=Annual2008 to the end of the system generated URL. If the appeal ID includes a space, replace the space with a %20. For example, if the appeal ID is CAMP LETTER add &source=CAMP%20LETTER.

If the Display checkbox is selected for the appeal and a user navigates to the donation page via a URL without source information, the How did you hear about our site field appears on the page.

To add additional appeals, click Add source. Another row appears in the grid for you to select another appeal.

Tip: The gift attributes that appear in this frame are created in The Raiser's Edge. After you process a donation transaction, the attributes you select appear on the Attributes tab of a gift record.

Tip: The gift attributes that appear in this frame are created in Administration in the Manage attribute categories task. After you process a donation transaction, the attributes you select appear on the Attributes tab of a revenue record.

Tip: Customizations for the confirmation screen remain even if you select Use default confirmation screen. To remove your customizations for the screen, select Use custom confirmation screen and click Load Confirmation Template. The program’s default confirmation screen appears in the HTML editor for you to customize again.

Our goal is to provide accurate, thorough answers. Please let us know how we can improve this section of the user guide. If you need help from our Support team, create a case for fastest response.

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