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 constituent code 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 Constituent Code field, select a constituent code to assign to donors. |
For more information about constituent codes, see Constituent Codes.
| 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. |
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 The Raiser's Edge. 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 The Raiser's Edge. 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.
| 4. | To allow donors to create a pledge and define a pledge installment schedule, select Allow pledge installment gifts. An Installment option appears under Type of gift on the donation form. When a donor selects Installments, a Number of Installments field and frequency options appear on the donation form. Donors may enter up to “200” in this field. |
To allow the donor to determine the frequency of the pledge payments on the donation form, select General. Donors can select to make payments in weekly, monthly, quarterly, or yearly installments.
To define the pledge installment 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 installments. |
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.
The program calculates the installment amount and end date based on the number of installments, frequency, and date the donor specifies and displays this information on the donation page. For example, a donor contributes $100 in four monthly installments and selects to pay each installment on the first day of the month beginning January 1. This generates four scheduled payments of $25 ending April 1. Installment payments do not occur after the end date.
If a constituent selects a pledge installment start date that is not today’s date, the transaction is sent to the merchant account when the gift is processed. For more information about bank merchants, see Merchant Accounts.
| c. | In the Minimum installment amount field, enter the minimum amount a donor can select to pay for each installment. For example, if you enter “10,” in this field, when a donor selects a pledge installment schedule, each pledge payment must be at least ten dollars. |
You can enter a minimum installment amount to prevent donors from making small payments over a long period of time. For example, if you do not enter a minimum amount, a donor may pledge twenty dollars and choose to pay one dollar each month for twenty months.
Note: You can configure the Transaction Manager part to allow payments toward outstanding pledges. However, when a donor selects to pay a pledge in installments and submits credit card or debit card payment information at the time the pledge is created, the Pay link in the Transaction Manager does not appear. The Raiser's Edge automatically charges the next pledge installment payment to the account provided. For information about pledge payments in the Transaction Manager, see Transaction Manager.