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Design Donation Form: Designations and Giving Levels
For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.
Tip: For best practice information about donation forms, refer to Best Practices for Donation Forms.
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1.
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Under Designations, click Add designation to choose each designation donors can associate with gifts. A row appears in the grid. |
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a.
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In the Designation field, click the binoculars to select a designation to appear on the website. |
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b.
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Select the Default checkbox for the designation that gifts apply to when donors do not select designations. |
To provide multiple designations for users to select from, click Add designation and repeat these steps to create another entry. When you do this, the Support multiple designations checkbox appears.
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c.
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To allow users to donate to multiple designations, select Support multiple designations. |
When you select this checkbox, Add to Cart appears on the donation page. Similar to purchasing items from a store, users select the designations to donate to.
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2.
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Under Impact statement, select a note type to merge in the confirmation screen or acknowledgement email that informs the donor their gift is relevant to the designation. The available note types integrate from the Documentation tab for a designation in Blackbaud CRM. |
To merge the note in the confirmation screen or acknowledgement email, select merge fields in the HTML editor from the Impact Statement node. For more information about the HTML editor, see HTML Editor.
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3.
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Under Giving levels, to select a giving level for your donors, click Add giving level. |
When you include giving levels and select Support multiple designations, each donation made to a fund is considered for the giving level. For example, if a $500 donation is required for Gold status, and a donor donates $250 to the 2008 Annual Fund and $250 to the Building Equipment Fund, the donor does not receive Gold status. If the gift is one $500 donation to the 2008 Annual Fund, the donor receives the Gold giving level status.
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a.
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In the Display name field, enter the name of the giving level as it will appear on the website. |
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b.
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In the Amount field, enter the gift amount for the giving level. |
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c.
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To include a blank $ Other field on the Donation page, select Allow other amount. |