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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:
| 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 |
| Color | Hex-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 Notes | Free text that appears with the amount selection in the online giving form. There is a 100 character limit to this field. |
| Sort Key | Gift 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 |
| Color | Hex-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 Notes | Free text that appears with the amount selection in the online giving form. There is a 100 character limit to this field. |
| Sort Key | Gift 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
| 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 |
| Color | Hex-code for the color the amount should appear in. Clicking on the field allows you to use a color picker to select a color |
| Schedule | Description name associated to the Recurring Giving Schedule record. This displays on the online giving form |
| Public Schedule Title | Public title from the Recurring Giving Schedule record. This displays on the online giving form |
| Public Schedule Subtitle | Public subtitle from the Recurring Giving Schedule record. This displays on the online giving form |
| Public Notes | Free text that appears with the amount selection in the online giving form. There is a 100 character limit to this field. |
| Sort Key | Gift 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.
| Field | Information |
|---|---|
| Schedule | Description name associated to the Recurring Giving Schedule record. This displays on the online giving form |
| Public Schedule Title | Public title from the Recurring Giving Schedule record. This displays on the online giving form |
| Public Schedule Subtitle | Public subtitle from the Recurring Giving Schedule record. This displays on the online giving form |
| Sort Key | Gift 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.
| Field | Information |
|---|---|
| Description | Description name associated to the Recurring Giving Schedule record. |
| Schedule Type | Monthly, Weekly, Twice a Month option selection will generation additional related field for further frequency configuration. |
| Interval | Interval between recurring donations. Interval options vary based on Schedule Type. |
| Public Title | Title 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 Subtitle | Subtitle 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/Week | Select recurring donation schedule details and display to donor in the public subtitle. |