Fields
To gather details about donors, such as their phone numbers and whether they'd like to give anonymously, you can add fields to
Note: To edit default fields and those you've added, hover over the section to change and select Click to edit. The Address field can be removed, but you can't configure it.
To ensure you collect up-to-date information from donors, Address is on forms by default.
Note: The Yes/No field is a checkbox. When a donor leaves it unchecked on a form, a "No" response is recorded.
When you add a custom field to a form, you can change the label that displays and select whether a response is required.
Tip: To configure and add new custom fields in the database view, from Configuration, select Attributes. After you configure an attribute or custom field, you can add it to donation forms. If a field is set to only allow one per record, any existing data in the field is overwritten. For more information, see Custom fields.
Declare Gift Aid
When a donor makes a declaration, they select the Yes option on the form. Doing so, adds a Yes declaration to their constituent record in the database view and all active No declarations end.
Decline Gift Aid
When a donor declines to make a declaration, they select the No option on the form. Doing so, adds a No declarations to their constituent record in the database view and all active Yes declarations end.
Note: The start date of a declaration is the date of the transaction.
For more information, see Raiser's Edge NXT - Gift Aid.
To enable donors to add more information about their gift, move Gift comments to your form and choose whether to make it required. Donor-entered comments display on the
To capture donors phone numbers so you can reach out and thank them for their gifts, add Phone to your donation forms and choose whether to make it required.
Tip: You should set a phone type for constituents, under Phone mapping in Tools, Settings.
Tip: Raiser's Edge NXT admins! You should set a phone type for donors, in Settings, Field mappings. For more information, see Raiser's Edge NXT Connection Fields Mapping.
Note: Don't see the tribute component in Donation form designer? Honor/Memorial Tracking is an optional module, contact your admin for more information.
Note: Raiser's Edge NXT admins! If you don't see the tribute component in Donation forms, Honor/Memorial Tracking is an optional module. Contact your admin for more information.
Tip: Tribute information collected by the donation form appears on the gift. For more information, see Tributes.