Get Started with Donation Forms for Raiser's Edge NXT

Optimized and Standard Donation Forms available through Online Giving, Overview, help you increase gift size, eliminate transaction fees, and expand your donor base. Follow these steps to get started.

Prerequisites

To use Blackbaud Donation Forms, your organization must:

Configure form settings

To manage preferences for your donation forms in Raiser's Edge NXT, select Form settings, from Settings, Tools. These settings help you identify key information about your constituents. Some settings impact online registration forms in Events. To learn more about each setting, see Form Settings.

You can set:

  • Email type under Email mapping.

  • Address type under Address mapping.

  • Phone type for NANP and Other under Phone mapping.

  • Constituent code under Constituent code mapping.

  • Measurement ID under Google Analytics.

  • URL under Privacy Policy.

Set donor cover designation

To create split gifts when donors cover transaction fees through donation forms, you can optionally set a donor cover designation. From Settings, Control panel, select Gift management. Under Donor cover designation, select Update. Choose a designation for the fees and save. If you don't set a designation, Raiser's Edge NXT uses the gift fund set in the form.

  • For Optimized Donation Forms, the amount toward fees is allocated to the form's default fund.

  • For Standard Donation Forms, the amount toward fees is allocated to the first designation the donor selects if their gift is split between multiple designations.

For more information, see Gift Management Settings.

Create donation forms

Optimized Donation Forms provide an engaging and streamlined donor experience with continuously refined data and branding cards. While Standard Donation Forms are more customizable. To learn how to design and configure these forms, review Donation Forms.