Fields

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

To enable donors to give anonymously, move Anonymous gift to your form. When a gift is given anonymously, it displays on the gift record.

To give donors the opportunity to choose specific communications they're interested in, add Consent options to your forms. For more information, see Donation Form Consent Options.

To collect information about your donors, such as the number of family members in their households, add custom fields to donation forms. You can add a field only once to a form, but you can add it to multiple forms. The types of fields available to use on donation forms are text, number, date, table, and Yes/No.

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

Note: When a field's configuration is set to required or only allows one response per record in database view, it can't be changed in the web view.

Tip: To configure and add new custom fields in the database view, from Configuration, select Attributes. After you configure an attribute or custom field, you can add it to donation forms. If a field is set to only allow one per record, any existing data in the field is overwritten. For more information, see Custom fields.

To give donors a way to increase the value of their gifts to your organization, add Gift Aid to donation forms. It enables donors to make declarations that your organization can claim at the basic tax rate for those gifts. For more information, see Gift Aid.

Declare Gift Aid

When a donor makes a declaration, they select the Yes option on the form. Doing so, adds a Yes declaration to their constituent record in the database view and all active No declarations end.

Decline Gift Aid

When a donor declines to make a declaration, they select the No option on the form. Doing so, adds a No declarations to their constituent record in the database view and all active Yes declarations end.

Note: The start date of a declaration is the date of the transaction.

For more information, see Donation Form Gift Aid.

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 donation forms. When 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 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 forms. For more information, see Donation Form Tribute.

Tip: Tribute information collected by the donation form appears on the gift. For more information, see Tributes.