Get Started with Prerequisites for Online Giving Forms

Online Giving helps you collect donations and memberships and capture constituent information through web forms. These forms support fundraising and engagement goals by reaching new supporters, increasing fundraising revenue, and simplifying how constituents interact with your organization online. Online Giving includes the following forms:

• Optimized Donation Forms

• Standard Donation Forms

• Constituent forms

• Membership forms

  Note: This feature is currently undergoing an Early Adopter Program and not generally available. Expect its wider release to be included in a future update.

Before you can create a form, there are prerequisites to configure.

Permissions

As a solution admin, you should configure the permissions for each form type you plan to use.

• Donation Forms Security

• Constituent Forms Security

• Membership Forms Security

Payment Processing

To use donation and membership forms, you should

• Have an active Blackbaud Merchant Services account.

• Set your organization's currency in Raiser's Edge NXT.

Form Settings

There are preferences you should set for your forms. Not all of them apply to constituent and membership forms. From Settings, Tools, select Form settings and set the following preferences:

• Email type

• Address type

• Phone type

• Constituent code - donation forms only

  Note: For constituent and membership forms, you set the constituent code when you build the forms.

• Google tracking - donation forms only

• Privacy policy

Note: Some of these form settings are shared with event registration forms.

Gift Management Settings

You can set a donor cover designation to allocate fees to when donors cover transaction costs and create split gifts. If you don't set a designation:

• Optimized and Standard Donation Forms that have a default fund or that allows donors to only select one fund, the fees are added to the amount given by the donor.

• For Standard Donation Forms, the amount toward fees is allocated to the first designation the donor selects if their gift is split between multiple designations.

• For membership forms, the fees are added to the membership amount and any additional donation amount.

Note: If you set the donor cover fund, it will also apply to event registration forms.