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Donation Forms

From Web, you can create and manage web forms to accept donations to your designations. These donation forms can complement your organization’s existing website. For example, you can link to donation forms from your website. Other than the links, this requires no changes to your website, and if you stop accepting donations to a designation, you can remove its form from the web.

Note: The program displays each form on a web page with a standard design and format. Each form also shares a shopping cart, home page URL, and acknowledgement email message. To configure these settings, go to Web and select the tasks under Configuration. For information about these options, see Design Web Pages, Browser Settings and Home Page URL, Create Shopping Cart, and Design Acknowledgement Email.

To create donation forms, go to Web and click Manage donation forms. The Manage Donation Forms page appears. The grid displays your organization’s designation hierarchy. You can access designation records, edit designations, create web forms for designations, and edit options for donation forms.

Under Designations, your organization’s designation hierarchy from Fundraising appears. For information about designations and the designation hierarchy, see the Fundraising Guide. Under Live on website, green checkmarks appear for designations that have web forms. When you select an entry in the grid, details about the designation and its web form appear.

To create donation forms and manage existing web forms, select designations in the hierarchy and use the buttons on the Manage Donation Forms page.

Donation Form Options