Online Giving

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Create and manage donation campaigns and forms. Each Online Giving donation form belongs to a campaign. A donation campaign contains forms, permissions, payment processing, and internal communication settings. This structure allows you to:

  • Monitor and manage a group of donations from a single source.

  • Compare results between campaigns.

  • Compare results for different forms within a single campaign.

  • Copy and modify existing campaigns to maintain consistency and avoid redundant work.

Access your campaigns and forms from the lists on the Online Giving page. Select Fundraising and Donation Management.

Online Giving screen

Search, filter by security category, or sort columns to quickly find campaigns. The Show archived Donation Campaigns option is located below the list.

Available Actions include:

  • Manage - View the campaign's Donation Form List, Create a Donation Form, or Adjust the Campaign Thermometer.

  • Edit - Change campaign settings such as security category, type, fundraising goal, or notifications. See Create a New Campaign for more details.

  • Copy

  • Archive

  • Restore - Restore an archived campaign.

    Note: Online Giving donation forms and forms list are specific to Online Giving. Donation Classic donation forms and forms list are specific to Donation Classic. These are not interchangeable. Online Giving donation forms are not listed on the Donation Classic donation form list and vice versa.

Search, filter by security category, or sort columns to quickly find donation forms in the list. You may select Show archived donation forms below the list.

Available Actions include:

  • Preview

  • Edit

  • Save as Template

  • Copy

  • Publish

  • Unpublish

  • Archive

  • Restore - Restore an archived form.  

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