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Multiple, separately customizable donation forms or Donation campaigns

My organization runs different campaigns a year targeted towards different groups. We need several versions of the donation form, however WA allows for only one. Plus, some of our campaigns are sponsorships, not donations, while others are underwriting opportunities. We also need the ability for our members and friends to sign up for more than one level of sponsorship at once.

Some of the donation forms would be used on the public site, while another is just for members.

Is this a possibility for future releases? So far I have my organization sold on WA, except for this little snag.

While I'm begging, we have 2 organizations, one that manages the business side and the other our tax-deductible contributions. As such we have 2 different bank accounts and therefore need 2 different payment gateways. We're signed up with authorize.net, however there's only one global set up in WA for online payments. If it were possible to chose a payment method, lets say one for membership and another for donations, that would so cool. I'm sure this is next to impossible because every non-profit I consult with has the same problem when faced with having 2 bank accounts.

For now I'm working with the widgets, which is a good work-around, but my members will need to fill out 2 different profiles and they can't view all the information in their accounts at once.

Thanks so much, love the platform and hope my board votes for it tonight. Wish me luck!

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  • AdminTeam Payments (Payments and Finances features, Wild Apricot by Personify) commented  ·   ·  Flag as inappropriate

    Hi, Becky

    Thanks for bringing this up again and sorry for a late reply.
    We have started development of related improvement — donation form customization, which will allow to have multiple independent donation forms.
    This doesn't cover your request completely, but I hope it will help with p. 1.
    Please follow this thread for updates: https://forums.wildapricot.com/forums/308932/suggestions/8826829

    Oleg, Product designer @ Payments team

  • Becky Parsons commented  ·   ·  Flag as inappropriate

    Bringing the need for multiple donation types into 2017 . . . I'm summarizing a request from 2 years ago:

    1. We need to be able to create multiple donation types, with unique fields applicable to each particular type. At present we have to use radio buttons for donation type, which the donor must wade through and make a selection.

    2. Donation type needs to be a macro for automated and manual emails.

    3. Donation type needs to be a search criteria and print criteria in the "advanced search" section for contacts.

    4. Donation type needs to appear in the "donations" standard financial reports. We need to be able to select donation reports by type, date range, member; and to export that information to create our own excel report.

  • legadesign commented  ·   ·  Flag as inappropriate

    My organization also would like separate donation forms as we cater to individuals, clubs, businesses and allow corporate sponsorships. It is currently too confusing for potential donors and members to wade through all the options in one form. Thank you.

  • curtisk commented  ·   ·  Flag as inappropriate

    I need this desperately as well. I have 3 different fund categories. To display them all on a single form where the member has to weed through a large web form to find "General Fund", puts a lot of folks, especially those of the age group that like to donate to charity, in a situation where they need to understand the technology of working on a computer. If we were able to simplify the display of the donation form to match the categories and each category displays whatever fields in the web form appropriate for that category, then life would be good! Please make it happen.

  • Martha commented  ·   ·  Flag as inappropriate

    I would like them to be optionally hidden as well. For example, some campaigns can be generic and then the date filters could work, but some do not happen every year. But they would still be visible in the donation drop down. Obviously we need to keep them for internal purposes, but it is confusing to keep them visible if they are not be used at all anymore.

  • Frank commented  ·   ·  Flag as inappropriate

    Hi there,

    We could really use separate donation gadgets as we have multiple donation campaigns going on at the same time.

    Donations are a priority for our organizations.

  • Ruthi commented  ·   ·  Flag as inappropriate

    First, I haven't been able to take out a range of donations by date or amount. Is it possible that this isn't an option at present? Now I just export ALL donations to Excel and chop off what I don't need.

    Second, we need to be able to sort donations by type, member et cetera. Especially as our organisation has 2 entities: one is tax-deductible and the other is not (depends on purpose of donation - some of our projects are overseas and not eligible).

    Now we can just auto-send a generic donation receipt and our bookkeeper has to create a manual receipt for tax purposes as needed. If donors could choose donation destination and get a receipt in accordance with that destination that would be very helpful (also would help our bookkeepter sort donations!).

  • Becky Parsons commented  ·   ·  Flag as inappropriate

    Unlimited donations:
    1. We need to be able to create multiple donation types, with unique fields applicable to the particular type. At present we have to use radio buttons for donation type, which appear for all donations but not in the standard donations listing or reports.
    2. Donation type needs to be a macro for automated and manual emails.
    3. Donation type needs to appear in the "donations" category, and we need to be able to select donation reports by type, date range, member; and to export that information to create our own excel report.

  • Jon Crossno commented  ·   ·  Flag as inappropriate

    Having separate, customizable forms would indeed be wonderful since the organization I'm involved in sometimes uses multiple "categories" for our donation purposes.

    I'm also wondering if it might be possible to implement some kind of conditional logic in the forms. You already include something similar to that in the membership area: if a person selects membership level A, they would see these fields, but if level B is selected, then different fields are presented.

    So if you could implement a "donation level" and then allow fields to display (or not) for one or more of those levels, then that would serve the same purpose. Would it not?

  • Roobarb commented  ·   ·  Flag as inappropriate

    Our organization needs to be able to have separate donation forms. Sometimes we require additional information that is specific to the fundraising campaign.

  • Evgeny Zaritovskiy commented  ·   ·  Flag as inappropriate

    I assume that you use special field with the list of funds. You can use more generic name like "Playground fund raiser" and then use date filter in the gadget settings. For each year you just change the gadget goal gadget setting to use appropriate date filter.

    Can it work for you as a work around?

  • Becky Parsons commented  ·   ·  Flag as inappropriate

    Hello - We now have 10 different individuals making requests for unlimited separate donation forms. We're told 10 is the magic number to be elevated for programming!

    Please advise on what we can expect regarding this request. Thank you!

  • Rick Smith commented  ·   ·  Flag as inappropriate

    We could really use customizable donation forms. We were just discussing today using WA for a new donation campaign but we don't want to mess with our main purpose form.

    Being able to create different forms for different events or campaigns would be excellent.

    We need to be to mark the donation with something so we can identify what the donation was for. I ditto the comment about customizable fields reflected also on the receipt so the donor will see his 'purpose' on his receipt.

    Mid-East Area Agency on Aging

    choice.agingmissouri.org (WA Site)

    agingmissouri.org (Main Site

  • Nancy Scanlan commented  ·   ·  Flag as inappropriate

    I echo Becky's plea. See my posts in 2012 and 2014. We have multiple causes to donate for and multiple ways of donating. We never even started with the donor forms because it is impossible for the current option to work for us. But the only thing we need is the ability to make unique donor forms with choices and a fill-in option. Right now we track things through Giftworks and Quickbooks, and make individual forms on our website, with each cause on different pages, and separate Authorize.net and Paypal buttons. Would be so much easier to do it all through WA. And their workaround with membership forms does not work for us. We already have many membership classes, and additional membership forms would be a nightmare.

    There must be many more out there who take donations and need this option. Please, somebody, chime in.

  • Becky Parsons commented  ·   ·  Flag as inappropriate

    I am sending out an appeal to all - if you need the ability for separate donation forms please make a request to WA. We have 3 different donation types, and must list them all on a single donation form with radio buttons for the donor to select. Then we have to give them directions to be able to select the correct donation category.

    Additionally, with one of our donation types, we encourage members/contacts to make a gift donation in someone's name, and we want to include those custom fields on only the one donation form that a gift donation would be applicable. If you have similar needs, please respond! WA says this is not on the development list until one more client makes a request. This is really important to us, and I assume to others as well. Thank you!!

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