Online Giving 2.0 Gift Types

Overview

There are many options for configuring gift types on online giving forms. This article details the options available to you, broken down by gift type including recurring gifts and recurring donation schedules. 

One-Time Donations

Enable? allows you to choose which types of gifts are available on this giving form.

The input grid displays all giving amount tiers that appear on the giving form. New giving  amounts may be added by clicking on the Add Record... button. The different configuration options are:

FieldInformation
AmountAmount that the donor must give
Public Title Name of the amount being defined. This field has a limit of 100 characters
ColorHex-code for the color the amount should appear in. Clicking on the field allows you to use a color picker to select a color
Public NotesFree text that appears with the amount selection in the online giving form. There is a 100 character limit to this field.
Sort KeyGift amount display order on the online giving form

Donation Profile Codes

You can configure which profile code categories the donor can use to select profile codes to apply to donations . Currently, a maximum of two categories can be set per gift type.
 Example: Setting a "Gift Motivation" category gives the option to apply a profile code from that profile code category to the gift through the online giving form.

Confirmation Email

Additionally, this tab has options available for overriding confirmation email templates that are also mirrored on the Confirmation tab. These only need to be set if you do not want to use the default email templates for sending confirmation emails — if you'd like to use the default templates, leave these values as <None>.

Pledges

Enable? allows you to choose which types of gifts are available on this giving form.

The input grid displays all giving amount tiers that appear on the giving form. New giving  amounts may be added by clicking on the Add Record... button. The different configuration options are:

Field
Information
Amount
Amount that the donor must give
Public Title Name of the amount being defined. This field has a limit of 100 characters
ColorHex-code for the color the amount should appear in. Clicking on the field allows you to use a color picker to select a color
Public NotesFree text that appears with the amount selection in the online giving form. There is a 100 character limit to this field.
Sort KeyGift amount display order on the online giving form

Pledge Profile Codes

You can configure which profile code categories the donor can use to select profile codes to apply to pledges. Currently, a maximum of two categories can be set per gift type.
 Example: Setting a "Gift Motivation" category gives the option to apply a profile code from that profile code category to the gift through the online giving form.

Installment Types & Frequency Options

Pledges made through online giving forms have a number of options available. The Installment section allows you to choose between single installments, multiple installments or both, and the Max # of Installments field allows you to set the maximum number of installments that this pledge can be broken into, with the maximum allowed value being 40. Additionally, toggle which frequency options are available and set which frequency is the default option in the Frequency Options section.

Confirmation Email

Additionally, this tab has options available for overriding confirmation email templates that are also mirrored on the Confirmation tab. These only need to be set if you do not want to use the default email templates for sending confirmation emails — if you'd like to use the default templates, leave these values as <None>.

Recurring Donations

All functionality surrounding recurring donations require that your school purchase the VCPay Core module. If you would like more information about this functionality, please speak with your account manager for further details.

Enable? allows you to choose which types of gifts are available on this giving form.

The input grid displays all giving amount tiers that appear on the giving form. New giving  amounts may be added by clicking on the Add Record... button. The different configuration options are:

Giving Amounts

FieldInformation
AmountAmount that the donor must give
Public Title Name of the amount being defined. This field has a limit of 100 characters
ColorHex-code for the color the amount should appear in. Clicking on the field allows you to use a color picker to select a color
ScheduleDescription name associated to the Recurring Giving Schedule record. This displays on the online giving form
Public Schedule TitlePublic title from the Recurring Giving Schedule record. This displays on the online giving form
Public Schedule SubtitlePublic subtitle from the Recurring Giving Schedule record. This displays on the online giving form
Public NotesFree text that appears with the amount selection in the online giving form. There is a 100 character limit to this field.
Sort KeyGift amount display order on the online giving form

Available Schedules for Custom Gifts

At least one schedule must be defined to display the option to enter a custom gift amount on the online giving form. 

FieldInformation
ScheduleDescription name associated to the Recurring Giving Schedule record. This displays on the online giving form
Public Schedule TitlePublic title from the Recurring Giving Schedule record. This displays on the online giving form
Public Schedule SubtitlePublic subtitle from the Recurring Giving Schedule record. This displays on the online giving form
Sort KeyGift amount display order on the online giving form

Donation Profile Codes

You can configure which profile code categories the donor can use to select profile codes to apply to donations . Currently, a maximum of two categories can be set per gift type.
 Example: Setting a "Gift Motivation" category gives the option to apply a profile code from that profile code category to the gift through the online giving form.

Confirmation Email

Additionally, this tab has options available for overriding confirmation email templates that are also mirrored on the Confirmation tab. These only need to be set if you do not want to use the default email templates for sending confirmation emails — if you'd like to use the default templates, leave these values as <None>.

Recurring Donation Schedules 

Recurring donations schedules are required for use of Recurring Donations on the online giving form. Default schedules and custom schedules are available for selection when configuring recurring donation frequencies. 

To access existing recurring donation schedule, begin on the Online Giving homepage. click on the Recurring Donation Schedules query in the Setup sub-section of the Recurring Donations section. Default Schedules: Weekly, Monthly and Quarterly schedules are available to Online Giving 2.0 users.

Editing an existing recurring donation schedule does not alter the recurring donation schedule for donations that were previously entered. 


To create new recurring donation schedules, start from the Online Giving homepage and click on the Add a Recurring Donation Schedule link in the Setup sub-section of the Recurring Donations section. This presents a blank detail screen (pictured below), description and schedule type are required. Clicking the Add New Recurring Donation Schedule will add the record and display additional fields for schedule configuration. 



FieldInformation
DescriptionDescription name associated to the Recurring Giving Schedule record.
Schedule TypeMonthly, Weekly, Twice a Month option selection will generation additional related field for further frequency configuration.
IntervalInterval between recurring donations. Interval options vary based on Schedule Type.  
Public TitleTitle for the Recurring Giving Schedule record. This displays on the online giving form. Use to display frequency details IE. Every Week or Every Month
Public SubtitleSubtitle from the Recurring Giving Schedule record. This displays on the online giving form. Use to display processing details IE. On Mondays or 1st of the Month
Day of Month/WeekSelect recurring donation schedule details and display to donor in the public subtitle.