Blackbaud Donation Forms

From Online Giving, you can create Blackbaud Donation Forms to help you raise more. They offer reduced online transaction fees, automated recurring gifts, and process payments and disburse funds through Blackbaud Merchant Services.

  • Optimized Donation Forms require minimal setup and use continually refined data and branding cards to create a streamlined and engaging donor experience.

  • Standard Donation Forms give you the most control during set up and enable you to include additional fields and style elements, such as divider lines, headers, and gift comments.

To create, edit, and track form performance, select Online Giving from the solution menu of your CRM. To access an existing form, select All donation forms under Related Links.

To create a donation form, from Online Giving, select New donation form. To learn how to design and configure a form, review Optimized Donation Forms and Standard Donation Forms.

When you copy a donation form, its configurations transfer to the new form.

Note: When you copy an Optimized Donation Form that is set to take donations, the copied form defaults to test mode.

  1. From Online Giving, select All donation forms, under Related Links.

  2. Find the form and from its ellipsis, select Copy.

  3. Update the form as necessary, then preview, and save it.

You can make changes to a donation form while it is actively taking gifts. To make changes:

  1. From Online Giving, select All donation forms, under Related Links.

  2. Find the form and from its ellipsis, select Edit.

  3. Update the form as necessary, then preview, and save it.

To preview a donation form, from Online Giving, select All donation forms, under Related Links. Next, select Preview from the form's ellipsis.

You should test your donation forms before making them accessible to donors. For more information, see Test a Standard Donation Form and Test an Optimized Donation Form.

To enable donors to donate through a donation form, you can publish its URL, QR code, and embed its HTML on a webpage. From All donation forms under Related Links, select the form. Under Publish, choose how you would like to publish the form. For more information, see Publish Standard Form and Publish an Optimized Donation Form.

Tip: To unpublish a donation form when you no longer want it to accept donations, remove it from the webpage where it displays. If you published its URL or QR code, you may choose to delete the form, instead. Recurring gifts will continue to process.

After you delete a form that accepts recurring gifts, the recurring gifts continue to process although the form no longer displays.

  1. From Online Giving, select All donation forms, under Related Links.

  2. Under Related Links, select All donation forms.

  3. From the form's ellipsis, select Delete.

  4. Confirm that you want to delete the form.