Gift Types for Donation Forms

When configuring donation forms, there are specific gift types available to donors based on the donation form you create.

• Optimized Forms always give donors the choice of giving a one-time gift, a monthly recurring gift, or a one-time donor entered gift amount without further configuration.

• Standard Donation Forms let you choose which gift types to include on the form. You can choose from one-time, recurring, pledge, and a one-time donor entered amount.

Configure Gift Types for a Standard Form

1. From Online Giving, select Donation forms.

2. Create a new Standard Donation Form or select one to edit.

3. From Get started, under Gift types, select:

   • One-time for single donations.

   • Recurring for donations given at regular intervals, such as an automatic monthly gift of $50.

   • Pledges for commitments donors make to donate in the future with a single gift or multiple installments, such as a $1200 gift given as 12 monthly payments of $100.

4. From Form, hover over the gift amounts and select Click to edit.

5. From Options, you can:

   • Change the gift types previously selected from Get started, under Gift types.

   • Choose which gift type is selected by default on the form, under Default gift type.

   • Change the layout of gift amounts under Ask ladder layout.

6. From the tabs, select One-time, Recurring, or Pledges you can:

   • Edit the gift type button labels.

   • Edit and add gift amounts.

   • Enter and add gift descriptions if using the vertical layout.

   • Enter a minimum gift amount if you chose Enable donors to enter other gift amounts.

7. Select when and how long payments process for recurring gifts:

   • To let donors select an end date, select Enable recurring gift end date.

   • To control when the first payment processes, select When donor submits form or On date donors selects.

     Tip: If you select On date donors selects, you can further control which days the donors can choose from under Automatically process recurring gifts, you can let donors choose their own processing day or you can choose the days that are convenient for your organization.

   • To control how often donors can make recurring gift payments, under Recurring gift frequencies, select the intervals.

8. Select when and how long payments process for pledges:

   • To control how often donors can make payments toward their pledge, under Pledge payment frequencies, select the intervals.

   • To control when the donor's pledge must be paid in full, under Time limit for completing pledges, select a date or time range.

     Note: The time limit begins when the donor loads the form in their browser and not from the start date.

9. Select Done.

Warning: First recurring gift payments will not process until you approve batches in Raiser's Edge NXT. To ensure payments process on the date donors expect, you should approve batches every day.