Fields

To ensure you collect up-to-date information from donors, Address is on Standard Donation Forms by default.

To enable donors to give anonymously, move Anonymous gift from the Form designer. When a gift is given anonymously, Anonymous displays on the gift record.

To let donors choose specific communications they're interested in receiving, you can add Consent options from the Form designer. For more information, see Raiser's Edge NXT - Consent.

To collect information about your donors, such as the number of family members in their households, add custom fields to your forms. You can add a field only once to a form, but you can add it to multiple forms, change its label, and choose whether a response is required. The types of fields available for Standard Forms are:

• Text

• Number

• Date

• Yes/No

  Tip: The Yes/No field is a checkbox. When a donor leaves it unchecked on a form, a "No" response is recorded.

• Table

Note: In the database view, custom fields are called attributes. You can configure them in Attributes from Configuration. After configuring an attribute you can add it to a Standard Donation Form. If a field is set to only allow one per record, any existing data in the field is overwritten. For more information, seeRaiser's Edge NXT - Custom Fields.

To enable donors to add more information about their gift, move Gift comments to your form and choose whether to make it required. Donor-entered comments display on the gift record.

To enable businesses and other organizations to support your online giving initiatives, add Organization gift to your form. After a donor submits a gift on behalf of an organization, the form applies the donation to the organization’s constituent record and the gift appears in Gift management. The form checks whether the person who submits the form and the organization exist and if they share a relationship. When there’s no relationship, the form adds one under Relationships on both records. For more information, see Raiser's Edge NXT - Relationships.

To capture donors phone numbers so you can reach out and thank them for their gifts, add Phone to your donation forms and choose whether to make it required.

Tip: You should set a phone type for constituents, under Phone mapping in Tools, Settings. For more information, see Form Settings.

To give donors an opportunity to dedicate their gift to a person or cause, move the Tribute component to your Standard Forms. The information collected by the form appears on the gift. For more information, see Raiser's Edge NXT - Tributes.

Note: Don't see the tribute component in Form designer? Honor/Memorial Tracking is an optional module, contact your admin for more information.