Blackbaud Donation Forms

Use Blackbaud Donation Forms to receive and track online gifts and check their performance. They process payments and disburse funds through Blackbaud Merchant Services.

  • Optimized Forms require minimal setup and use continually refined data and branding cards to create a streamlined and engaging donor experience. For more information, see Optimized Donation Forms.

  • Standard Forms give you the most control during set up and enable you to include additional fields and style elements, such as divider lines, headers, and gift comments. For information, see Standard Donation Forms.

Tip: If you have Raiser's Edge NXT, gifts from donation forms automatically flow to batches in Raiser's Edge NXT Gift Management. You can set default values for donor and gift information, such as address type, using Field Mappings.

Note: Raiser's Edge NXT currently doesn't accept the Indian rupee. For more information, see Blackbaud Payment Service – Supported Currencies.

To create, edit, and track a form's performance, select Online Giving from the solution menu of your CRM. To access an existing form, select All donation forms under Related Links.

From Online Giving, select New donation form to create and configure a form.

When you duplicate a form, its configurations copy to the new form.

Note: When you copy an Optimized Donation Form that is available to take donations, the copied form is in test mode.

  1. Under Related Links, select All donation forms.

  2. From the form's menu, select Copy.

  3. Update the form as necessary, then preview, and save the form.

To make changes to a form:

  1. Under Related Links, select All donation forms.

  2. From the form's menu, select Edit.

  3. Update the form as necessary, then preview, and save the form.

Under Related Links, select All donation forms. From the form's menu, select Preview .

You should test your forms before making them accessible to donors. For more information, see Standard Donation Forms and Optimized Donation Forms.

To enable donors to donate through a form, you can publish its URL, QR code, and embed its HTML on a webpage. From All donation forms under Related Links, select the form. Under Publish, choose how you would like to publish the form. For more information, see Standard Donation Forms and Optimized Donation Forms.

Tip: When you no longer want to accept donations through a form, you must remove it from it's webpage. If you publish the form's URL or QR code, you may choose to delete it.

When you delete a form that accepts recurring gifts, these gifts continue to process, although the form no longer displays.

  1. Under Related Links, select All donation forms.

  2. From the form's menu, select Delete.

  3. Confirm that you want to delete the form.