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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 fund donors can associate with gifts. The Fund Search screen appears. |
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a.
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After you select a fund, in the Display Name field, enter the name of the fund to appear on the website. |
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b.
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Select the Default checkbox for the fund to apply gifts to if donors do not select funds. |
To provide multiple funds 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 write in funds other than those provided, select Allow other designation. |
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d.
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To include in the list the funds the donor has previously contributed to, select Include donor’s prior gift designations. |
If you select this checkbox, the list displays funds from the donor’s last 50 gifts.
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e.
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To allow users to donate to multiple funds, select Support multiple designations. |
When you select this checkbox, Add to Cart appears on your website. Similar to purchasing items from a store, users select the funds to donate to.
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2.
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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. |