The Forms settings section allows administrators to define key behaviors for donation forms across the platform. This includes predefined donation amounts, donor options for covering processing fees, Gift Aid declarations (for UK taxpayers), and tribute card settings.
These settings help optimize the donor experience and ensure compliance with legal and financial standards.
1. Predefined Amounts #
This section allows you to configure suggested donation amounts that appear as preset options on the donation form.
- Type: Repeater field
- Purpose: Encourage donations by offering commonly selected giving levels
- Examples:
- 54
- 180
- 360
- 500
- 1,000
You can add, remove, or reorder these amounts at any time to align with your campaign goals.
2. Minimum Donation #
Set the lowest acceptable donation amount that can be submitted through your forms.
- Type: Numeric input
- Purpose: Prevents donations of zero or negligible amounts
- Example:
1(USD, GBP, etc.)
Use this setting to maintain donation integrity and avoid processing low-value transactions.
3. Credit Card Fee Coverage #
This feature gives donors the option to cover transaction processing fees by increasing their donation total.
Configuration Fields #
| Field | Description |
|---|---|
| Set Percentage (%) | Input the fee percentage to apply (e.g., 2.5) |
| Checkbox Message | Custom text shown next to the checkbox |
Example Message: #
Yes, I want 100% of my donation to go to the cause.
Please increase my total by 2.5% to cover all credit card transaction fees.
This setting helps your organization recover costs while giving donors full transparency.
4. Gift Aid (UK Taxpayers Only) #
Gift Aid enables eligible UK taxpayers to increase their donation value at no extra cost to them. Enabling this option displays a Gift Aid declaration checkbox on your forms.
Configuration Fields #
| Field | Description |
|---|---|
| Checkbox Message | Required legal declaration text displayed next to the Gift Aid checkbox |
Example Message: #
I want to add Gift Aid to this and any future donations I make.
I am a UK taxpayer and understand that if I pay less Income Tax and/or Capital Gains Tax than the amount of Gift Aid claimed, it is my responsibility to pay the difference.
Tip: Be sure to update this message to meet the legal or compliance requirements specific to your organization.
5. Tribute Cards #
Tribute Cards allow donors to dedicate their donation in honor or memory of someone. When enabled, this adds additional fields to collect tribute information.
- Type: Checkbox
- Purpose: Adds optional tribute functionality to the form
- Example Message: I would like my donation to be dedicated
Once selected, the form will display additional fields for honoree name, recipient email, personal message, or other tribute-related inputs—depending on your configuration.
