Gift Options

When designing Standard Donation Forms, you can choose the gift types to include, their amounts, and layout. To configure gift options, from Online Giving, All donation forms create or edit a Standard Donation Form.

To set the types of gifts you want on the form:

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

  2. Under Options, Gift types, select:

    • One-time gifts for single donations.

    • Recurring gifts 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.

  3. Select Done.

To set the default gift type when using more than one on a form:

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

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

  3. Select Done.

To select the arrangement of gift amounts on a form and whether to give donors the option to enter their own gift amount:

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

  2. Under Options, Ask ladder layout, select:

    • Horizontal ladder to display the amounts across the form.

    • Vertical ladder to display the amounts down the form.

      Tip: If there are descriptions next to each amount, only the vertical ladder will display them.

    • Donor-entered amount only to display a place for the donor to enter their own gift amount. No other gift amounts display.

  3. Select Done.

By default, a form has all gift types and amounts. To change the button text for one-time and recurring donations, select the gift amounts on the form.

  • For the One-time donation button, select One-time and change the text in the Button label field.

  • For the Recurring donation button label, select Recurring and change the text in the Button label field.

  • For the Pledge button label, select Pledge and change the text in the Button label field.

Note: If you use descriptions for the gift amounts, you can change the text for each gift type. Select the gift type, then make the updates under Description. The descriptions only display when you use the vertical layout, under Options.

To configure each type of gift included on the form, under One-time, Recurring, and Pledge, you can:

  • Add, edit, and delete gift amounts.

  • Edit button text that displays above the gift amounts.

  • Enable donors to enter their own gift amounts and set the minimum amount they can enter.

For recurring gifts, you can choose:

  • The intervals donors can select to make their payments. Under Recurring gift frequencies, select the intervals they can choose from.

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

  • When donors start their payments. Select On date donor selects under First payment processes.

    Note: To control when recurring gifts process, 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.

For pledges, you can choose:

  • How often donors can make payments toward their pledge. Under Pledge payment frequencies, select the intervals they can choose from.

  • Whether the donor's pledge must be paid in full by a specific date or time range, such as 12 months, under Time limit for completing pledges.

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.