To gather details about donors, such as their phone numbers and whether they'd like to give anonymously, add fields to your donation forms.
Note: To edit default fields and those you've added, hover over the section to change and select Click to edit. Address is the only field you can't edit.
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
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.
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
To enable businesses and other organizations to support your online giving initiatives, add Organization gift to your donation forms.
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.