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.
| 1. | You can specify a constituency to apply to new and existing constituents who use this part to contribute and select the minimum amount the donor can enter. |
| a. | In the Constituency field, select a constituency to assign to donors. |
For more information about constituencies, see Constituencies.
| b. | In the Minimum Gift Amount field, enter the minimum donation a donor can contribute. Enter “0” or leave this field blank to allow donors to contribute any gift amount. |
| 2. | To allow donors to contribute a single gift and pay the total amount at the time of the donation, select Allow one-time gifts under Donor gift scheduling options. A One-time gift option appears under Type of gift on the donation form. |
| 3. | To allow donors to contribute regular recurring gifts, select Allow recurring gifts. A Recurring gift option appears under Type of gift on the donation page. When a donor selects Recurring gift, Frequency options appear. |
Tip: To avoid reconciliation conflicts in Blackbaud CRM, you cannot select direct debit payments for one-time payment gifts. This impacts multiple areas in Blackbaud Internet Solutions. When you configure this part and select this checkbox, a message appears to inform you to select credit card as the payment option. On the donation web page, when a website user selects One-time gift, the Direct Debit payment option removes so the user cannot select it. If the gift is recurring and the website user selects today's date as the start date for the first payment, the gift does not immediately send to Blackbaud CRM. It is processed according to the recurring gift schedule and the EFT workflow process in Blackbaud CRM. Also, when a website user includes a one-time item in the shopping cart on a Payment 2.0 part, Direct Debit is not an option from the Payment Type field on the web page.
To allow the donor to determine the frequency of the recurring gift on the donation form, select General. Donors can select to make a contribution every week, month, quarter, or year.
To define the recurring gift schedules donors can choose, select Specific.
| a. | Select “Weekly,” “Monthly,” “Quarterly,” or “Annually” as the frequency. |
| b. | In the On field, select a day or date donors can choose to schedule the gift. |
Tip: If a constituent donates a recurring gift and selects a start date that is not today’s date, the transaction downloads to Blackbaud CRM. However, the transaction is not sent to your bank merchant when the donor submits the recurring gift. The merchant receives the transaction from the batch output you send to your bank for processing from Blackbaud CRM. For more information about bank merchants, see Merchant Accounts.
| c. | To add the frequency to the donation page, click Add frequency. |
| d. | Select Allow donor to enter ending date, if donors can specify when the recurring gift ends. |
Note: To add multiple frequency options to the donation form, enter each custom schedule and click Add frequency to add the new schedule to the list. The selections you make appear in the Frequency grid on the Donation Form part.