Set Default Gift Type

To encourage reliable recurring support from donors, you may want to change which gift type is automatically selected on a donation form. By default, one-time gift is selected when you create a new form.

Optimized Donation Forms

Optimized Forms always allows donors to choose from more than one gift type, and you can set monthly as the default.

  1. From Online Giving, Donation forms, create or edit an Optimized Donation Form.

  2. Under 1. Donation, select Default to monthly gift.

  3. Continue with configuring the form or save it.

Standard Donation Forms

If there is more than one gift type on a Standard Form, you can set one as the default.

  1. From Online Giving, Donation forms, create or edit a Standard Donation Form.

  2. Under Form, select Click to edit on the gift amounts.

  3. Make your selection under Options, Default gift type.

  4. Select Done.