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Step 7: Donation Form

On this screen, you can define options for online donations given through a Fundraiser part. If you plan to allow donations from a Fundraiser, we recommend that you create a part or element with a Donate button that links to the donation page. After you create a Fundraiser part and add it to a web page, a web page named “[Fundraiser Part Title] — 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 “[Fundraiser Part Title] — Donate” page.

From the General section, you can specify a constituent code to apply to new and existing constituents who use this part to contribute and select the minimum amount the donor can enter.

In the Constituent Code field, select a constituent code to assign to donors in The Raiser's Edge database.

For more information about constituent codes, see Constituent Codes.

In the Minimum Gift Amount field, enter the minimum donation a donor can contribute. Enter “0” or leave this field blank to allow donors to contribute any gift amount.

To allow donors to contribute a single gift and pay the total amount at the time of the donation, select Allow one-time gifts under Donor Gift Scheduling Options. A One time gift option appears under Type of gift on the donation form.

To allow donors to contribute regular recurring gifts, under Donor Gift Scheduling Options, select Allow recurring gifts. A Recurring gift option appears under Type of gift on the donation form. When a donor selects Recurring gift, Frequency options appear.

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.

Tip: If a constituent donates a recurring gift and selects a start date that is not today’s date, the transaction downloads to The Raiser's Edge. However, the transaction is not sent to your bank merchant when the donor submits the recurring gift. The merchant receives the transaction from the batch output you send to your bank for processing from The Raiser's Edge. For more information about bank merchants, see Merchant Accounts.

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

Select “Weekly,” “Monthly,” “Quarterly,” or “Annually” as the frequency.

In the On field, select a day or date donors can choose to schedule the gift.

To add the frequency to the donation page, click Add Frequency.

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 on the Donation Form part.

Select Allow donor to enter ending date, if donors can specify when the recurring gift ends.

To allow donors to create a pledge and define a pledge installment schedule, select Allow pledge installment gifts under Donor Gift Scheduling Options. A Pledge (installments) option appears under Type of gift on the donation form. When a donor selects Pledge (installments), a Number of Installments field and frequency options appear on the donation form.

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 yearly installments.

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

Select “Weekly,” “Monthly,” “Quarterly,” or “Annually” as the frequency.

In the On field, select a day or date donors can choose to schedule the installments.

In the Minimum Installment Amount field, enter the minimum amount a donor can select to pay for each installment. For example, if you enter “10,” in this field, when a donor selects a pledge installment schedule, each pledge payment must be at least ten dollars.

Note: If the number of installments 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: The program calculates the installment amount and end date based on the number of installments, frequency, and date the donor specifies, and it 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: 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.

Under Donor Options, select the options to make available to donors.

To allow a company to donate, select Allow corporate gifts. When you select this checkbox, This donation is on behalf of a company appears on the donation form.

To allow donors to give anonymously, select Allow anonymous gifts. When you select this, I prefer to make this donation anonymously appears on the donation form.

To allow donors to enter comments on the donation form, select Allow comments.

To allow donors to provide matching gift company information, select Allow matching gifts. When you select this checkbox, My company will match my gift appears on the donation form. Donors can select the checkbox and enter the company name in the Company field. If you use MatchFinder Online, Look it up appears next to the checkbox. Visitors click the link to access MatchFinder Online and search for the company. MatchFinder Online contains information about matching gift companies, such as the minimum and maximum gift details and match ratio.

Data from MatchFinder Online integrates with The Raiser's Edge. For information about MatchFinder Online purchasing options, send an email to solutions@blackbaud.com.

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.

For information about how to download matching gift information to The Raiser's Edge, see Download donations - single transaction process.

To create a tribute section on the donation form, select Allow tribute gifts.

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

To allow the donor to enter the tribute information, select General.

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 have all tributes from the donation form go to a specific tribute, select Specific. When you select this, Honor/Memorial appears with a Tribute field.

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.

To remove the Description field from the Tribute section on the donation form, select Hide tribute description field.

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.”

If you select General so users can enter tributes themselves, you can select Display tribute name fields as two fields (first/last name) to improve data entry. When you select this checkbox, the Tribute section of the donation form displays First name and Last name fields, so donors can enter specific information.

Select Display acknowledgee name fields as two fields (first/last name) to create separate name fields for the acknowledgee. When a donor selects Mail a letter on my behalf on the donation form, the First name and Last name fields appear, so the donor can enter a specific acknowledgee.

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 select a giving level for your donors, click Add Giving Level under Giving Levels.

For each giving level, you can specify how much a user must donate in order to reach that level. You can base the giving level on a specific gift amount. For example, to reach “Gold” status, a user must give at least $5,000. Or, if you select Support Performance-based Fundraising in Step 2, you can specify the gift amount associated with a unit. For example, if you host a walk-a-thon, you can create a “Gold Mile Sponsor” giving level for $20. When a user selects to donate $20 for each mile a participant walks, the user achieves the Gold Mile Sponsor level.

In the Display Name field, enter the name of the giving level as it will appear on the website.

In the Amount field, enter the gift amount for the giving level.

Select Per Unit to indicate the amount applies to the unit of measurement, such as miles or laps, you entered in the Unit Name field in Step 2.

To include a blank $ Other field on the Donation page, select Allow other amount.

Note: If you select to raise donations based on participant performance, you can associate giving level amounts with units. For more information, see Step 2: Fundraiser Options.

To select an appeal for the gift, click Add source under Sources. With this information, your organization can manage how donors learn about donating through the website.

To include an appeal, click Add Appeal in the Appeal column. The Appeal Search screen appears so you can select an appeal.

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.

In the Display Name field, enter the name of the appeal as it will appear on the website. By default, the text entered in the Appeal Name field on the appeal record in The Raiser's Edge defaults in the Display Name field.

In the Default column, select the checkbox for the appeal to use when the user does not select an appeal.

To hide an appeal from the How did you hear about our site field, clear the checkbox for the appeal in the Display column.

If you choose to not display an appeal, 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 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 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 you select the Display checkbox 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 require users to select a source, select Source is a required field. If you select this checkbox, you must select the Display checkbox for at least one appeal.

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

Under Required Fields, select the checkbox for each donor field to require on the donation form. To ensure you download complete constituent information into The Raiser's Edge, we recommend that you make all these fields required.

10.

Under Attributes, select gift attributes to associate with the donation page.

Tip: The gift attributes that appear 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.

11.

In the Display column, select the checkbox beside the gift attribute to associate with the part. To make the attributes required, select the checkbox in the Required column. To change the text of the attribute on the donation page, enter the text to display in the Caption field.

12.

Under Payment Setup, select the payment options for website users.

13.

Under Confirmation Screen, select options for the donation summary that appears after a user submits a donation.

To use the program’s default confirmation screen, select Use default confirmation screen.

To customize a confirmation screen, select Use custom confirmation screen. The HTML editor appears. The program’s default confirmation screen appears in the HTML editor for you to customize according to your needs.

In the box, edit the content to appear for the donation summary. To format the content’s appearance and layout, use the HTML editor toolbar. To include personalized information, use merge fields. For more information, see HTML Editor.

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.

14.

In the Merchant Account field, select the merchant account to use to process credit card transactions received through the donation form, such as your organization’s IATS account. The system administrator sets up merchant accounts in Administration. For more information, see Merchant Accounts.

15.

Under Payment Methods, select the payment types donors can use to contribute to your organization.

16.

To associate an eCard with the donation web page, select Include eCards under eCard Options.

For more information about eCards, see eCards.

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